Consolidated Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,139
| Closed | -$3.53M | – | 43 |
|
|
2024
Q1 | $3.53M | Buy |
7,139
+6
| +0.1% | +$2.97K | 1.69% | 21 |
|
|
2023
Q4 | $3.76M | Buy |
7,133
+2,165
| +44% | +$1.14M | 2% | 18 |
|
|
2023
Q3 | $2.5M | Sell |
4,968
-137
| -3% | -$69.1K | 1.33% | 29 |
|
|
2023
Q2 | $2.45M | Sell |
5,105
-38
| -0.7% | -$18.3K | 1.21% | 30 |
|
|
2023
Q1 | $2.43M | Buy |
5,143
+237
| +5% | +$112K | 1.31% | 32 |
|
|
2022
Q4 | $2.6M | Sell |
4,906
-18
| -0.4% | -$9.54K | 1.55% | 28 |
|
|
2022
Q3 | $2.49M | Buy |
+4,924
| New | +$2.49M | 1.56% | 26 |
|
|
2020
Q1 | – | Sell |
-33,660
| Closed | -$9.9M | – | 40 |
|
|
2019
Q4 | $9.9M | Buy |
33,660
+564
| +2% | +$166K | 6.59% | 5 |
|
|
2019
Q3 | $7.19M | Sell |
33,096
-2,556
| -7% | -$555K | 5.2% | 7 |
|
|
2019
Q2 | $8.7M | Buy |
35,652
+942
| +3% | +$230K | 5.78% | 4 |
|
|
2019
Q1 | $8.58M | Buy |
34,710
+11,648
| +51% | +$2.88M | 5.37% | 4 |
|
|
2018
Q4 | $5.75M | Buy |
23,062
+2,832
| +14% | +$705K | 4.66% | 6 |
|
|
2018
Q3 | $5.38M | Sell |
20,230
-23
| -0.1% | -$6.12K | 3.52% | 9 |
|
|
2018
Q2 | $4.97M | Sell |
20,253
-3,743
| -16% | -$918K | 3.71% | 8 |
|
|
2018
Q1 | $5.14M | Buy |
23,996
+3,882
| +19% | +$831K | 4.1% | 7 |
|
|
2017
Q4 | $4.43M | Buy |
20,114
+401
| +2% | +$88.4K | 4.58% | 9 |
|
|
2017
Q3 | $3.86M | Sell |
19,713
-46
| -0.2% | -$9.01K | 4.94% | 6 |
|
|
2017
Q2 | $3.66M | Buy |
19,759
+17
| +0.1% | +$3.15K | 5.44% | 7 |
|
|
2017
Q1 | $3.24M | Buy |
+19,742
| New | +$3.24M | 5.03% | 9 |
|