Claraphi Advisory Network’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.67M | Buy |
5,028
+2,130
| +73% | +$1.13M | 1.06% | 23 |
|
|
2022
Q3 | $1.46M | Sell |
2,898
-4,061
| -58% | -$2.05M | 0.79% | 25 |
|
|
2022
Q2 | $3.57M | Buy |
6,959
+508
| +8% | +$261K | 1.26% | 11 |
|
|
2022
Q1 | $3.29M | Buy |
6,451
+3,720
| +136% | +$1.9M | 0.95% | 16 |
|
|
2021
Q4 | $1.37M | Sell |
2,731
-359
| -12% | -$180K | 0.48% | 46 |
|
|
2021
Q3 | $1.21M | Sell |
3,090
-203
| -6% | -$79.3K | 0.43% | 47 |
|
|
2021
Q2 | $1.32M | Sell |
3,293
-50
| -1% | -$20K | 0.4% | 44 |
|
|
2021
Q1 | $1.24M | Buy |
3,343
+394
| +13% | +$147K | 0.34% | 60 |
|
|
2020
Q4 | $1.03M | Sell |
2,949
-4
| -0.1% | -$1.4K | 0.28% | 67 |
|
|
2020
Q3 | $921K | Sell |
2,953
-118
| -4% | -$36.8K | 0.33% | 52 |
|
|
2020
Q2 | $906K | Buy |
3,071
+44
| +1% | +$13K | 0.39% | 50 |
|
|
2020
Q1 | $755K | Sell |
3,027
-600
| -17% | -$150K | 0.36% | 49 |
|
|
2019
Q4 | $1.07M | Sell |
3,627
-290
| -7% | -$85.2K | 0.65% | 28 |
|
|
2019
Q3 | $852K | Buy |
3,917
+40
| +1% | +$8.7K | 0.52% | 39 |
|
|
2019
Q2 | $946K | Buy |
3,877
+328
| +9% | +$80K | 0.55% | 41 |
|
|
2019
Q1 | $877K | Sell |
3,549
-1,674
| -32% | -$414K | 0.55% | 35 |
|
|
2018
Q4 | $1.3M | Sell |
5,223
-445
| -8% | -$111K | 0.99% | 21 |
|
|
2018
Q3 | $1.51M | Sell |
5,668
-425
| -7% | -$113K | 0.84% | 22 |
|
|
2018
Q2 | $1.5M | Sell |
6,093
-408
| -6% | -$100K | 0.96% | 19 |
|
|
2018
Q1 | $1.39M | Buy |
6,501
+652
| +11% | +$140K | 0.99% | 18 |
|
|
2017
Q4 | $1.29M | Buy |
+5,849
| New | +$1.29M | 1% | 17 |
|