BAM
Bruderman Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $982K | Buy |
1,911
+325
| +20% | +$167K | 1.76% | 22 |
|
|
2022
Q1 | $812K | Buy |
1,586
+1,039
| +190% | +$532K | 1.23% | 32 |
|
|
2021
Q4 | $276K | Hold |
547
| – | – | 0.21% | 83 |
|
|
2021
Q3 | $214K | Hold |
547
| – | – | 0.05% | 120 |
|
|
2021
Q2 | $219K | Sell |
547
-197
| -26% | -$78.9K | 0.07% | 83 |
|
|
2021
Q1 | $277K | Buy |
+744
| New | +$277K | 0.08% | 96 |
|
|
2020
Q1 | – | Sell |
-812
| Closed | -$238K | – | 102 |
|
|
2019
Q4 | $238K | Buy |
+812
| New | +$238K | 0.07% | 90 |
|
|
2019
Q2 | – | Sell |
-1,796
| Closed | -$444K | – | 536 |
|
|
2019
Q1 | $444K | Sell |
1,796
-124
| -6% | -$30.7K | 0.1% | 98 |
|
|
2018
Q4 | $478K | Buy |
1,920
+1,296
| +208% | +$323K | 0.12% | 86 |
|
|
2018
Q3 | $166K | Hold |
624
| – | – | 0.04% | 114 |
|
|
2018
Q2 | $153K | Hold |
624
| – | – | 0.04% | 128 |
|
|
2018
Q1 | $134K | Buy |
+624
| New | +$134K | 0.03% | 145 |
|
|
2017
Q3 | – | Sell |
-616
| Closed | -$114K | – | 305 |
|
|
2017
Q2 | $114K | Buy |
+616
| New | +$114K | 0.03% | 145 |
|
|
2017
Q1 | – | Sell |
-616
| Closed | -$99K | – | 304 |
|
|
2016
Q4 | $99K | Sell |
616
-294
| -32% | -$47.3K | 0.03% | 152 |
|
|
2016
Q3 | $127K | Buy |
910
+294
| +48% | +$41K | 0.04% | 146 |
|
|
2016
Q2 | $87K | Buy |
616
+45
| +8% | +$6.36K | 0.03% | 168 |
|
|
2016
Q1 | $74K | Buy |
571
+100
| +21% | +$13K | 0.03% | 171 |
|
|
2015
Q4 | $55K | Sell |
471
-87
| -16% | -$10.2K | 0.02% | 200 |
|
|
2015
Q3 | $65K | Buy |
558
+1
| +0.2% | +$116 | 0.03% | 186 |
|
|
2015
Q2 | $68K | Hold |
557
| – | – | 0.03% | 190 |
|
|
2015
Q1 | $66K | Buy |
+557
| New | +$66K | 0.03% | 188 |
|