BTR 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
Q3 | $21.3M | Sell |
42,198
-632
| -1% | -$319K | 3.33% | 4 |
|
|
2022
Q2 | $22M | Buy |
42,830
+37
| +0.1% | +$19K | 3.16% | 5 |
|
|
2022
Q1 | $21.8M | Sell |
42,793
-352
| -0.8% | -$180K | 2.68% | 9 |
|
|
2021
Q4 | $21.7M | Buy |
43,145
+95
| +0.2% | +$47.7K | 2.44% | 11 |
|
|
2021
Q3 | $16.8M | Buy |
43,050
+43
| +0.1% | +$16.8K | 2.09% | 17 |
|
|
2021
Q2 | $17.2M | Buy |
43,007
+170
| +0.4% | +$68.1K | 2.15% | 16 |
|
|
2021
Q1 | $15.9M | Buy |
42,837
+3,324
| +8% | +$1.24M | 2.32% | 15 |
|
|
2020
Q4 | $13.9M | Buy |
39,513
+137
| +0.3% | +$48K | 2.17% | 14 |
|
|
2020
Q3 | $12.3M | Sell |
39,376
-487
| -1% | -$152K | 2.17% | 16 |
|
|
2020
Q2 | $11.8M | Sell |
39,863
-74
| -0.2% | -$21.8K | 2.21% | 17 |
|
|
2020
Q1 | $9.96M | Buy |
39,937
+855
| +2% | +$213K | 2.2% | 15 |
|
|
2019
Q4 | $11.5M | Buy |
39,082
+354
| +0.9% | +$104K | 1.98% | 17 |
|
|
2019
Q3 | $8.42M | Buy |
38,728
+4,945
| +15% | +$1.07M | 1.58% | 21 |
|
|
2019
Q2 | $8.24M | Buy |
33,783
+1,234
| +4% | +$301K | 1.54% | 23 |
|
|
2019
Q1 | $8.05M | Buy |
32,549
+29,789
| +1,079% | +$7.37M | 1.55% | 24 |
|
|
2018
Q4 | $688K | Buy |
2,760
+400
| +17% | +$99.7K | 0.14% | 94 |
|
|
2018
Q3 | $628K | Buy |
+2,360
| New | +$628K | 0.11% | 103 |
|