Broadleaf Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,131
| Closed | -$3.53M | – | 81 |
|
|
2024
Q1 | $3.53M | Sell |
7,131
-4,481
| -39% | -$2.22M | 0.9% | 38 |
|
|
2023
Q4 | $6.11M | Buy |
11,612
+4,354
| +60% | +$2.29M | 1.79% | 22 |
|
|
2023
Q3 | $3.66M | Sell |
7,258
-7,427
| -51% | -$3.74M | 1.22% | 32 |
|
|
2023
Q2 | $7.06M | Buy |
14,685
+21
| +0.1% | +$10.1K | 2.3% | 22 |
|
|
2023
Q1 | $6.93M | Buy |
14,664
+254
| +2% | +$120K | 2.47% | 17 |
|
|
2022
Q4 | $7.64M | Sell |
14,410
-190
| -1% | -$101K | 3.01% | 11 |
|
|
2022
Q3 | $7.37M | Sell |
14,600
-29
| -0.2% | -$14.6K | 3.07% | 9 |
|
|
2022
Q2 | $7.51M | Buy |
14,629
+328
| +2% | +$168K | 3.14% | 9 |
|
|
2022
Q1 | $7.29M | Buy |
14,301
+9
| +0.1% | +$4.59K | 2.43% | 16 |
|
|
2021
Q4 | $7.18M | Sell |
14,292
-109
| -0.8% | -$54.7K | 2.2% | 19 |
|
|
2021
Q3 | $5.63M | Buy |
14,401
+575
| +4% | +$225K | 1.86% | 23 |
|
|
2021
Q2 | $5.54M | Sell |
13,826
-437
| -3% | -$175K | 1.92% | 21 |
|
|
2021
Q1 | $5.31M | Buy |
14,263
+526
| +4% | +$196K | 2% | 22 |
|
|
2020
Q4 | $4.82M | Buy |
13,737
+5
| +0% | +$1.75K | 1.9% | 23 |
|
|
2020
Q3 | $4.28M | Sell |
13,732
-103
| -0.7% | -$32.1K | 1.89% | 21 |
|
|
2020
Q2 | $4.08M | Buy |
13,835
+128
| +0.9% | +$37.8K | 2% | 19 |
|
|
2020
Q1 | $3.42M | Sell |
13,707
-8,877
| -39% | -$2.21M | 2.2% | 19 |
|
|
2019
Q4 | $6.64M | Buy |
22,584
+3,765
| +20% | +$1.11M | 3.63% | 7 |
|
|
2019
Q3 | $4.09M | Buy |
18,819
+455
| +2% | +$98.9K | 2.56% | 15 |
|
|
2019
Q2 | $4.48M | Buy |
18,364
+5,485
| +43% | +$1.34M | 2.87% | 11 |
|
|
2019
Q1 | $3.18M | Sell |
12,879
-118
| -0.9% | -$29.2K | 2.22% | 23 |
|
|
2018
Q4 | $3.24M | Buy |
12,997
+1,794
| +16% | +$447K | 2.59% | 14 |
|
|
2018
Q3 | $2.98M | Sell |
11,203
-249
| -2% | -$66.2K | 2% | 23 |
|
|
2018
Q2 | $2.81M | Buy |
11,452
+61
| +0.5% | +$15K | 2.06% | 23 |
|
|
2018
Q1 | $2.44M | Sell |
11,391
-71
| -0.6% | -$15.2K | 1.88% | 28 |
|
|
2017
Q4 | $2.53M | Buy |
+11,462
| New | +$2.53M | 2.1% | 23 |
|