Brookmont 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
Q2 | – | Sell |
-543
| Closed | -$277K | – | 56 |
|
|
2022
Q1 | $277K | Hold |
543
| – | – | 0.17% | 48 |
|
|
2021
Q4 | $273K | Buy |
+543
| New | +$273K | 0.14% | 52 |
|
|
2021
Q3 | – | Sell |
-522
| Closed | -$209K | – | 58 |
|
|
2021
Q2 | $209K | Sell |
522
-35
| -6% | -$14K | 0.13% | 52 |
|
|
2021
Q1 | $207K | Buy |
+557
| New | +$207K | 0.13% | 51 |
|
|
2020
Q2 | – | Sell |
-1,200
| Closed | -$299K | – | 58 |
|
|
2020
Q1 | $299K | Sell |
1,200
-402
| -25% | -$100K | 0.24% | 49 |
|
|
2019
Q4 | $471K | Sell |
1,602
-315
| -16% | -$92.6K | 0.28% | 50 |
|
|
2019
Q3 | $417K | Buy |
1,917
+27
| +1% | +$5.87K | 0.24% | 56 |
|
|
2019
Q2 | $461K | Hold |
1,890
| – | – | 0.28% | 52 |
|
|
2019
Q1 | $467K | Hold |
1,890
| – | – | 0.29% | 52 |
|
|
2018
Q4 | $471K | Buy |
1,890
+59
| +3% | +$14.7K | 0.32% | 50 |
|
|
2018
Q3 | $487K | Sell |
1,831
-115
| -6% | -$30.6K | 0.29% | 53 |
|
|
2018
Q2 | $477K | Buy |
1,946
+257
| +15% | +$63K | 0.3% | 51 |
|
|
2018
Q1 | $361K | Sell |
1,689
-49
| -3% | -$10.5K | 0.24% | 53 |
|
|
2017
Q4 | $383K | Buy |
1,738
+121
| +7% | +$26.7K | 0.17% | 52 |
|
|
2017
Q3 | $317K | Buy |
1,617
+386
| +31% | +$75.7K | 0.17% | 55 |
|
|
2017
Q2 | $228K | Buy |
+1,231
| New | +$228K | 0.09% | 54 |
|