BTR Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $21.3M | Sell |
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|
2022
Q2 | $22M | Buy |
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|
2022
Q1 | $21.8M | Sell |
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|
2021
Q4 | $21.7M | Buy |
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|
2021
Q3 | $16.8M | Buy |
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|
2021
Q2 | $17.2M | Buy |
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|
2021
Q1 | $15.9M | Buy |
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|
2020
Q4 | $13.9M | Buy |
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|
2020
Q3 | $12.3M | Sell |
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|
2020
Q2 | $11.8M | Sell |
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|
2020
Q1 | $9.96M | Buy |
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|
2019
Q4 | $11.5M | Buy |
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|
2019
Q3 | $8.42M | Buy |
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|
2019
Q2 | $8.24M | Buy |
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|
2019
Q1 | $8.05M | Buy |
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|
2018
Q4 | $688K | Buy |
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|
2018
Q3 | $628K | Buy |
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