Cetera Advisors’s UnitedHealth UNH Stock Holding History

Cetera Advisors’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$33.3M	Buy	67,247 +28,718	+75%	+$14.2M	0.26%	80
2023 Q4	$20.3M	Buy	38,529 +2,299	+6%	+$1.21M	0.28%	82
2023 Q3	$18.3M	Buy	36,230 +4,063	+13%	+$2.05M	0.29%	80
2023 Q2	$15.5M	Buy	32,167 +575	+2%	+$276K	0.24%	96
2023 Q1	$14.9M	Sell	31,592 -601	-2%	-$284K	0.25%	91
2022 Q4	$17.1M	Buy	32,193 +6,296	+24%	+$3.34M	0.31%	68
2022 Q3	$13.1M	Buy	25,897 +2,147	+9%	+$1.08M	0.35%	59
2022 Q2	$12.2M	Buy	23,750 +2,415	+11%	+$1.24M	0.28%	80
2022 Q1	$10.9M	Buy	21,335 +2,249	+12%	+$1.15M	0.22%	98
2021 Q4	$9.58M	Sell	19,086 -528	-3%	-$265K	0.19%	108
2021 Q3	$7.66M	Buy	19,614 +1,527	+8%	+$597K	0.15%	146
2021 Q2	$7.24M	Buy	18,087 +482	+3%	+$193K	0.17%	126
2021 Q1	$6.55M	Buy	17,605 +1,553	+10%	+$578K	0.18%	122
2020 Q4	$5.63M	Buy	16,052 +532	+3%	+$187K	0.18%	114
2020 Q3	$4.84M	Buy	15,520 +345	+2%	+$108K	0.18%	116
2020 Q2	$4.48M	Buy	15,175 +710	+5%	+$209K	0.19%	117
2020 Q1	$3.61M	Buy	14,465 +1,026	+8%	+$256K	0.19%	115
2019 Q4	$3.95M	Sell	13,439 -26	-0.2%	-$7.63K	0.17%	128
2019 Q3	$2.93M	Sell	13,465 -327	-2%	-$71K	0.13%	158
2019 Q2	$3.36M	Sell	13,792 -324	-2%	-$79K	0.15%	142
2019 Q1	$3.49M	Sell	14,116 -271	-2%	-$67K	0.17%	130
2018 Q4	$3.58M	Buy	14,387 +1,592	+12%	+$396K	0.21%	115
2018 Q3	$3.42M	Buy	12,795 +5,183	+68%	+$1.38M	0.17%	136
2018 Q2	$1.87M	Buy	7,612 +443	+6%	+$109K	0.11%	196
2018 Q1	$1.53M	Sell	7,169 -2,626	-27%	-$560K	0.09%	219
2017 Q4	$2.16M	Sell	9,795 -1,491	-13%	-$329K	0.13%	159
2017 Q3	$2.22M	Sell	11,286 -626	-5%	-$123K	0.13%	165
2017 Q2	$2.21M	Sell	11,912 -459	-4%	-$85.3K	0.14%	162
2017 Q1	$2.03M	Buy	12,371 +878	+8%	+$144K	0.14%	166
2016 Q4	$1.84M	Buy	11,493 +165	+1%	+$26.4K	0.14%	160
2016 Q3	$1.59M	Sell	11,328 -4,800	-30%	-$672K	0.12%	169
2016 Q2	$2.27M	Buy	16,128 +3,098	+24%	+$437K	0.18%	135
2016 Q1	$1.68M	Sell	13,030 -15,830	-55%	-$2.04M	0.14%	165
2015 Q4	$3.4M	Sell	28,860 -1,644	-5%	-$194K	0.29%	81
2015 Q3	$3.54M	Buy	30,504 +1,801	+6%	+$209K	0.34%	63
2015 Q2	$3.5M	Buy	28,703 +2,020	+8%	+$246K	0.3%	86
2015 Q1	$3.15M	Sell	26,683 -596	-2%	-$70.4K	0.29%	86
2014 Q4	$2.76M	Buy	27,279 +14,119	+107%	+$1.43M	0.27%	101
2014 Q3	$1.14M	Buy	13,160 +1,040	+9%	+$89.7K	0.09%	192
2014 Q2	$989K	Sell	12,120 -135	-1%	-$11K	0.11%	218
2014 Q1	$1M	Buy	12,255 +1,442	+13%	+$118K	0.14%	171
2013 Q4	$814K	Sell	10,813 -8,710	-45%	-$656K	0.12%	194
2013 Q3	$1.4M	Buy	19,523 +2,787	+17%	+$200K	0.25%	104
2013 Q2	$1.1M	Buy	+16,736	New	+$1.1M	0.23%	123