Breiter Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.19M | Buy |
6,259
+7
| +0.1% | +$3.57K | 1.58% | 13 |
|
|
2021
Q4 | $3.14M | Buy |
6,252
+204
| +3% | +$102K | 1.54% | 12 |
|
|
2021
Q3 | $2.36M | Buy |
6,048
+134
| +2% | +$52.4K | 1.35% | 18 |
|
|
2021
Q2 | $2.37M | Buy |
+5,914
| New | +$2.37M | 1.27% | 19 |
|
|
2021
Q1 | – | Sell |
-5,562
| Closed | -$1.95M | – | 121 |
|
|
2020
Q4 | $1.95M | Buy |
5,562
+3,262
| +142% | +$1.14M | 1.35% | 17 |
|
|
2020
Q3 | $717K | Hold |
2,300
| – | – | 0.59% | 56 |
|
|
2020
Q2 | $678K | Sell |
2,300
-39
| -2% | -$11.5K | 0.63% | 50 |
|
|
2020
Q1 | $583K | Sell |
2,339
-46
| -2% | -$11.5K | 0.69% | 54 |
|
|
2019
Q4 | $701K | Sell |
2,385
-111
| -4% | -$32.6K | 0.76% | 46 |
|
|
2019
Q3 | $542K | Sell |
2,496
-237
| -9% | -$51.5K | 0.71% | 46 |
|
|
2019
Q2 | $667K | Sell |
2,733
-788
| -22% | -$192K | 0.89% | 40 |
|
|
2019
Q1 | $753K | Buy |
3,521
+334
| +10% | +$71.4K | 1.01% | 28 |
|
|
2018
Q4 | $794K | Sell |
3,187
-310
| -9% | -$77.2K | 1.61% | 24 |
|
|
2018
Q3 | $930K | Sell |
3,497
-71
| -2% | -$18.9K | 1.18% | 27 |
|
|
2018
Q2 | $875K | Buy |
3,568
+47
| +1% | +$11.5K | 1.22% | 22 |
|
|
2018
Q1 | $753K | Buy |
3,521
+708
| +25% | +$151K | 1.02% | 27 |
|
|
2017
Q4 | $620K | Buy |
+2,813
| New | +$620K | 0.89% | 40 |
|