Cedar Brook Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-427
| Closed | -$217K | – | 27 |
|
|
2024
Q2 | $217K | Sell |
427
-2,768
| -87% | -$1.41M | 1.64% | 22 |
|
|
2024
Q1 | $1.58M | Sell |
3,195
-141
| -4% | -$69.7K | 0.31% | 77 |
|
|
2023
Q4 | $1.8M | Buy |
3,336
+312
| +10% | +$168K | 0.4% | 58 |
|
|
2023
Q3 | $1.52M | Sell |
3,024
-162
| -5% | -$81.7K | 0.4% | 64 |
|
|
2023
Q2 | $1.53M | Sell |
3,186
-23
| -0.7% | -$11.1K | 0.36% | 70 |
|
|
2023
Q1 | $1.52M | Buy |
3,209
+11
| +0.3% | +$5.2K | 0.39% | 64 |
|
|
2022
Q4 | $1.7M | Buy |
3,198
+148
| +5% | +$78.5K | 0.48% | 51 |
|
|
2022
Q3 | $1.54M | Buy |
3,050
+106
| +4% | +$53.5K | 0.5% | 48 |
|
|
2022
Q2 | $1.51M | Buy |
2,944
+90
| +3% | +$46.2K | 0.47% | 53 |
|
|
2022
Q1 | $1.46M | Sell |
2,854
-5
| -0.2% | -$2.55K | 0.38% | 67 |
|
|
2021
Q4 | $1.44M | Buy |
2,859
+114
| +4% | +$57.2K | 0.37% | 67 |
|
|
2021
Q3 | $1.07M | Sell |
2,745
-29
| -1% | -$11.3K | 0.32% | 81 |
|
|
2021
Q2 | $1.11M | Buy |
2,774
+139
| +5% | +$55.7K | 0.32% | 84 |
|
|
2021
Q1 | $980K | Sell |
2,635
-339
| -11% | -$126K | 0.34% | 74 |
|
|
2020
Q4 | $1.04M | Buy |
2,974
+23
| +0.8% | +$8.07K | 0.37% | 72 |
|
|
2020
Q3 | $920K | Buy |
2,951
+5
| +0.2% | +$1.56K | 0.36% | 74 |
|
|
2020
Q2 | $869K | Hold |
2,946
| – | – | 0.39% | 70 |
|
|
2020
Q1 | $735K | Buy |
2,946
+205
| +7% | +$51.1K | 0.41% | 73 |
|
|
2019
Q4 | $806K | Buy |
2,741
+64
| +2% | +$18.8K | 0.34% | 82 |
|
|
2019
Q3 | $582K | Buy |
2,677
+96
| +4% | +$20.9K | 0.26% | 121 |
|
|
2019
Q2 | $630K | Buy |
2,581
+214
| +9% | +$52.2K | 0.29% | 111 |
|
|
2019
Q1 | $585K | Buy |
2,367
+78
| +3% | +$19.3K | 0.28% | 111 |
|
|
2018
Q4 | $570K | Buy |
+2,289
| New | +$570K | 0.35% | 93 |
|