CIA
Cascade Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-60
| Closed | -$28.4K | – | 216 |
|
|
2023
Q1 | $28.4K | Buy |
+60
| New | +$28.4K | 0.02% | 169 |
|
|
2022
Q3 | – | Sell |
-60
| Closed | -$30.8K | – | 209 |
|
|
2022
Q2 | $30.8K | Hold |
60
| – | – | 0.02% | 173 |
|
|
2022
Q1 | $30.6K | Buy |
60
+30
| +100% | +$15.3K | 0.02% | 194 |
|
|
2021
Q4 | $15.1K | Hold |
30
| – | – | 0.01% | 226 |
|
|
2021
Q3 | $11.7K | Hold |
30
| – | – | 0.01% | 227 |
|
|
2021
Q2 | $12K | Hold |
30
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $11.2K | Hold |
30
| – | – | 0.01% | 232 |
|
|
2020
Q4 | $10.5K | Hold |
30
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $9.35K | Hold |
30
| – | – | 0.01% | 226 |
|
|
2020
Q2 | $8.85K | Buy |
+30
| New | +$8.85K | 0.01% | 221 |
|
|
2017
Q1 | – | Sell |
-225
| Closed | -$36K | – | 210 |
|
|
2016
Q4 | $36K | Buy |
+225
| New | +$36K | 0.03% | 120 |
|
|
2016
Q2 | $31.8K | Buy |
+225
| New | +$31.8K | 0.03% | 115 |
|