Capital Directions Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $217K | Buy |
+410
| New | +$217K | 0.08% | 57 |
|
|
2022
Q3 | – | Sell |
-518
| Closed | -$266K | – | 60 |
|
|
2022
Q2 | $266K | Sell |
518
-40
| -7% | -$20.5K | 0.09% | 62 |
|
|
2022
Q1 | $285K | Buy |
558
+100
| +22% | +$51.1K | 0.09% | 61 |
|
|
2021
Q4 | $230K | Buy |
458
+20
| +5% | +$10K | 0.07% | 65 |
|
|
2021
Q3 | $171K | Buy |
438
+70
| +19% | +$27.3K | 0.05% | 69 |
|
|
2021
Q2 | $147K | Buy |
+368
| New | +$147K | 0.04% | 70 |
|
|
2021
Q1 | – | Sell |
-368
| Closed | -$129K | – | 342 |
|
|
2020
Q4 | $129K | Hold |
368
| – | – | 0.04% | 71 |
|
|
2020
Q3 | $115K | Hold |
368
| – | – | 0.04% | 71 |
|
|
2020
Q2 | $109K | Hold |
368
| – | – | 0.04% | 72 |
|
|
2020
Q1 | $92K | Hold |
368
| – | – | 0.04% | 77 |
|
|
2019
Q4 | $108K | Hold |
368
| – | – | 0.03% | 86 |
|
|
2019
Q3 | $80K | Buy |
+368
| New | +$80K | 0.03% | 96 |
|