Carroll Financial Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.36M | Sell |
2,723
-75
| -3% | -$34K | 0.07% | 154 |
|
|
2021
Q3 | $1.09M | Buy |
2,798
+39
| +1% | +$16.2K | 0.06% | 177 |
|
|
2021
Q2 | $1.1M | Sell |
2,759
-407
| -13% | -$162K | 0.06% | 173 |
|
|
2021
Q1 | $1.18M | Sell |
3,166
-34
| -1% | -$11.8K | 0.07% | 156 |
|
|
2020
Q4 | $1.12M | Buy |
3,200
+30
| +0.9% | +$10.1K | 0.07% | 155 |
|
|
2020
Q3 | $988K | Buy |
3,170
+75
| +2% | +$23K | 0.08% | 152 |
|
|
2020
Q2 | $912K | Buy |
3,095
+488
| +19% | +$140K | 0.08% | 152 |
|
|
2020
Q1 | $650K | Buy |
2,607
+243
| +10% | +$66.9K | 0.06% | 171 |
|
|
2019
Q4 | $694K | Sell |
2,364
-9
| -0.4% | -$2.35K | 0.06% | 184 |
|
|
2019
Q3 | $515K | Sell |
2,373
-151
| -6% | -$36.4K | 0.05% | 208 |
|
|
2019
Q2 | $615K | Buy |
2,524
+784
| +45% | +$189K | 0.05% | 182 |
|
|
2019
Q1 | $430K | Sell |
1,740
-19
| -1% | -$4.84K | 0.04% | 216 |
|
|
2018
Q4 | $422K | Buy |
1,759
+20
| +1% | +$5.28K | 0.05% | 175 |
|
|
2018
Q3 | $462K | Sell |
1,739
-25
| -1% | -$6.5K | 0.05% | 178 |
|
|
2018
Q2 | $432K | Buy |
1,764
+220
| +14% | +$52.8K | 0.05% | 187 |
|
|
2018
Q1 | $330K | Sell |
1,544
-38
| -2% | -$8.68K | 0.04% | 220 |
|
|
2017
Q4 | $348K | Sell |
1,582
-18
| -1% | -$3.81K | 0.04% | 210 |
|
|
2017
Q3 | $316K | Sell |
1,600
-195
| -11% | -$37.7K | 0.04% | 214 |
|
|
2017
Q2 | $332K | Sell |
1,795
-68
| -4% | -$11.9K | 0.04% | 209 |
|
|
2017
Q1 | $305K | Buy |
1,863
+315
| +20% | +$51.6K | 0.04% | 212 |
|
|
2016
Q4 | $247K | Sell |
1,548
-310
| -17% | -$46.3K | 0.04% | 221 |
|
|
2016
Q3 | $260K | Buy |
1,858
+108
| +6% | +$15.1K | 0.04% | 211 |
|
|
2016
Q2 | $247K | Buy |
1,750
+200
| +13% | +$26.7K | 0.04% | 209 |
|
|
2016
Q1 | $199K | Sell |
1,550
-81
| -5% | -$9.58K | 0.04% | 225 |
|
|
2015
Q4 | $191K | Buy |
1,631
+300
| +23% | +$35.1K | 0.04% | 212 |
|
|
2015
Q3 | $157K | Sell |
1,331
-58
| -4% | -$6.94K | 0.03% | 226 |
|
|
2015
Q2 | $169K | Buy |
1,389
+579
| +71% | +$68.5K | 0.04% | 211 |
|
|
2015
Q1 | $96K | Hold |
810
| – | – | 0.04% | 197 |
|
|
2014
Q4 | $87K | Buy |
810
+400
| +98% | +$37.9K | 0.06% | 176 |
|
|
2014
Q3 | $39K | Buy |
410
+76
| +23% | +$6.42K | 0.01% | 348 |
|
|
2014
Q2 | $27K | Buy |
334
+10
| +3% | +$787 | 0.01% | 420 |
|
|
2014
Q1 | $27K | Buy |
324
+14
| +5% | +$1.05K | 0.01% | 376 |
|
|
2013
Q4 | $23K | Hold |
310
| – | – | 0.01% | 397 |
|
|
2013
Q3 | $22K | Hold |
310
| – | – | 0.01% | 407 |
|
|
2013
Q2 | $20K | Buy |
+310
| New | +$19.3K | 0.01% | 333 |
|
Other funds holding UNH
