Cadence Bank NA’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,650
| Closed | -$1.36M | – | 183 |
|
2022
Q2 | $1.36M | Buy |
2,650
+22
| +0.8% | +$11.3K | 0.44% | 64 |
|
2022
Q1 | $1.34M | Buy |
2,628
+376
| +17% | +$192K | 0.37% | 67 |
|
2021
Q4 | $1.13M | Sell |
2,252
-209
| -8% | -$105K | 0.31% | 78 |
|
2021
Q3 | $962K | Sell |
2,461
-69
| -3% | -$27K | 0.29% | 87 |
|
2021
Q2 | $1.01M | Sell |
2,530
-145
| -5% | -$58.1K | 0.3% | 83 |
|
2021
Q1 | $996K | Sell |
2,675
-8
| -0.3% | -$2.98K | 0.31% | 84 |
|
2020
Q4 | $941K | Hold |
2,683
| – | – | 0.33% | 82 |
|
2020
Q3 | $836K | Sell |
2,683
-98
| -4% | -$30.5K | 0.33% | 78 |
|
2020
Q2 | $821K | Hold |
2,781
| – | – | 0.35% | 76 |
|
2020
Q1 | $693K | Buy |
2,781
+10
| +0.4% | +$2.49K | 0.35% | 73 |
|
2019
Q4 | $814K | Sell |
2,771
-190
| -6% | -$55.8K | 0.3% | 95 |
|
2019
Q3 | $644K | Sell |
2,961
-285
| -9% | -$62K | 0.25% | 103 |
|
2019
Q2 | $792K | Sell |
3,246
-190
| -6% | -$46.4K | 0.31% | 93 |
|
2019
Q1 | $849K | Sell |
3,436
-70
| -2% | -$17.3K | 0.33% | 92 |
|
2018
Q4 | $873K | Sell |
3,506
-321
| -8% | -$79.9K | 0.39% | 75 |
|
2018
Q3 | $1.02M | Sell |
3,827
-103
| -3% | -$27.4K | 0.39% | 78 |
|
2018
Q2 | $964K | Sell |
3,930
-82
| -2% | -$20.1K | 0.39% | 74 |
|
2018
Q1 | $858K | Hold |
4,012
| – | – | 0.34% | 82 |
|
2017
Q4 | $885K | Sell |
4,012
-79
| -2% | -$17.4K | 0.32% | 86 |
|
2017
Q3 | $802K | Sell |
4,091
-12
| -0.3% | -$2.35K | 0.3% | 91 |
|
2017
Q2 | $761K | Buy |
4,103
+155
| +4% | +$28.7K | 0.35% | 72 |
|
2017
Q1 | $648K | Sell |
3,948
-625
| -14% | -$103K | 0.3% | 71 |
|
2016
Q4 | $731K | Buy |
4,573
+503
| +12% | +$80.4K | 0.34% | 68 |
|
2016
Q3 | $570K | Sell |
4,070
-190
| -4% | -$26.6K | 0.26% | 70 |
|
2016
Q2 | $602K | Sell |
4,260
-59
| -1% | -$8.34K | 0.3% | 70 |
|
2016
Q1 | $557K | Buy |
4,319
+184
| +4% | +$23.7K | 0.29% | 75 |
|
2015
Q4 | $486K | Hold |
4,135
| – | – | 0.26% | 79 |
|
2015
Q3 | $480K | Hold |
4,135
| – | – | 0.28% | 78 |
|
2015
Q2 | $505K | Buy |
4,135
+377
| +10% | +$46K | 0.33% | 59 |
|
2015
Q1 | $445K | Buy |
3,758
+260
| +7% | +$30.8K | 0.25% | 84 |
|
2014
Q4 | $354K | Hold |
3,498
| – | – | 0.19% | 104 |
|
2014
Q3 | $301K | Buy |
3,498
+341
| +11% | +$29.3K | 0.16% | 119 |
|
2014
Q2 | $258K | Hold |
3,157
| – | – | 0.14% | 128 |
|
2014
Q1 | $259K | Sell |
3,157
-175
| -5% | -$14.4K | 0.15% | 110 |
|
2013
Q4 | $251K | Buy |
+3,332
| New | +$251K | 0.14% | 132 |
|