Cetera Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $33.3M | Buy |
67,247
+28,718
| +75% | +$14.6M | 0.26% | 80 |
|
|
2023
Q4 | $20.3M | Buy |
38,529
+2,299
| +6% | +$1.23M | 0.28% | 82 |
|
|
2023
Q3 | $18.3M | Buy |
36,230
+4,063
| +13% | +$2M | 0.29% | 80 |
|
|
2023
Q2 | $15.5M | Buy |
32,167
+575
| +2% | +$281K | 0.24% | 96 |
|
|
2023
Q1 | $14.9M | Sell |
31,592
-601
| -2% | -$290K | 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% | +$1.13M | 0.35% | 59 |
|
|
2022
Q2 | $12.2M | Buy |
23,750
+2,415
| +11% | +$1.21M | 0.28% | 80 |
|
|
2022
Q1 | $10.9M | Buy |
21,335
+2,249
| +12% | +$1.08M | 0.22% | 98 |
|
|
2021
Q4 | $9.58M | Sell |
19,086
-528
| -3% | -$239K | 0.19% | 108 |
|
|
2021
Q3 | $7.66M | Buy |
19,614
+1,527
| +8% | +$632K | 0.15% | 146 |
|
|
2021
Q2 | $7.24M | Buy |
18,087
+482
| +3% | +$192K | 0.17% | 126 |
|
|
2021
Q1 | $6.55M | Buy |
17,605
+1,553
| +10% | +$538K | 0.18% | 122 |
|
|
2020
Q4 | $5.63M | Buy |
16,052
+532
| +3% | +$178K | 0.18% | 114 |
|
|
2020
Q3 | $4.84M | Buy |
15,520
+345
| +2% | +$106K | 0.18% | 116 |
|
|
2020
Q2 | $4.48M | Buy |
15,175
+710
| +5% | +$203K | 0.19% | 117 |
|
|
2020
Q1 | $3.61M | Buy |
14,465
+1,026
| +8% | +$282K | 0.19% | 115 |
|
|
2019
Q4 | $3.94M | Sell |
13,439
-26
| -0.2% | -$6.8K | 0.17% | 128 |
|
|
2019
Q3 | $2.92M | Sell |
13,465
-327
| -2% | -$78.9K | 0.13% | 158 |
|
|
2019
Q2 | $3.36M | Sell |
13,792
-324
| -2% | -$77.9K | 0.15% | 142 |
|
|
2019
Q1 | $3.49M | Sell |
14,116
-271
| -2% | -$69.1K | 0.17% | 130 |
|
|
2018
Q4 | $3.58M | Buy |
14,387
+1,592
| +12% | +$421K | 0.21% | 115 |
|
|
2018
Q3 | $3.42M | Buy |
12,795
+5,183
| +68% | +$1.35M | 0.17% | 136 |
|
|
2018
Q2 | $1.87M | Buy |
7,612
+443
| +6% | +$106K | 0.11% | 196 |
|
|
2018
Q1 | $1.53M | Sell |
7,169
-2,626
| -27% | -$600K | 0.09% | 219 |
|
|
2017
Q4 | $2.16M | Sell |
9,795
-1,491
| -13% | -$316K | 0.13% | 159 |
|
|
2017
Q3 | $2.22M | Sell |
11,286
-626
| -5% | -$121K | 0.13% | 165 |
|
|
2017
Q2 | $2.21M | Sell |
11,912
-459
| -4% | -$80.5K | 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% | +$24.6K | 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% | +$413K | 0.18% | 135 |
|
|
2016
Q1 | $1.68M | Sell |
13,030
-15,830
| -55% | -$1.87M | 0.14% | 165 |
|
|
2015
Q4 | $3.4M | Sell |
28,860
-1,644
| -5% | -$192K | 0.29% | 81 |
|
|
2015
Q3 | $3.54M | Buy |
30,504
+1,801
| +6% | +$216K | 0.34% | 63 |
|
|
2015
Q2 | $3.5M | Buy |
28,703
+2,020
| +8% | +$239K | 0.3% | 86 |
|
|
2015
Q1 | $3.15M | Sell |
26,683
-596
| -2% | -$66.2K | 0.29% | 86 |
|
|
2014
Q4 | $2.75M | Buy |
27,279
+14,119
| +107% | +$1.34M | 0.27% | 101 |
|
|
2014
Q3 | $1.14M | Buy |
13,160
+1,040
| +9% | +$87.9K | 0.12% | 197 |
|
|
2014
Q2 | $989K | Sell |
12,120
-135
| -1% | -$10.6K | 0.11% | 218 |
|
|
2014
Q1 | $1M | Buy |
12,255
+1,442
| +13% | +$109K | 0.14% | 171 |
|
|
2013
Q4 | $814K | Sell |
10,813
-8,710
| -45% | -$626K | 0.12% | 194 |
|
|
2013
Q3 | $1.4M | Buy |
19,523
+2,787
| +17% | +$199K | 0.25% | 104 |
|
|
2013
Q2 | $1.1M | Buy |
+16,736
| New | +$1.04M | 0.23% | 123 |
|
Other funds holding UNH
