Corient Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $12.3M | Hold |
23,893
| – | – | 0.92% | 16 |
|
|
2022
Q2 | $12.3M | Buy |
23,893
+3,434
| +17% | +$1.76M | 0.93% | 17 |
|
|
2022
Q1 | $10.4M | Buy |
20,459
+501
| +3% | +$255K | 0.69% | 24 |
|
|
2021
Q4 | $10M | Buy |
19,958
+767
| +4% | +$385K | 0.66% | 28 |
|
|
2021
Q3 | $7.5M | Buy |
19,191
+1,102
| +6% | +$431K | 0.55% | 40 |
|
|
2021
Q2 | $7.24M | Buy |
18,089
+334
| +2% | +$134K | 0.53% | 47 |
|
|
2021
Q1 | $6.61M | Buy |
17,755
+831
| +5% | +$309K | 0.57% | 42 |
|
|
2020
Q4 | $5.94M | Sell |
16,924
-1,246
| -7% | -$437K | 0.59% | 41 |
|
|
2020
Q3 | $5.67M | Sell |
18,170
-2,302
| -11% | -$718K | 0.65% | 39 |
|
|
2020
Q2 | $6.04M | Buy |
20,472
+3,338
| +19% | +$985K | 0.74% | 32 |
|
|
2020
Q1 | $4.27M | Buy |
17,134
+5,681
| +50% | +$1.42M | 0.67% | 36 |
|
|
2019
Q4 | $3.37M | Buy |
11,453
+1,344
| +13% | +$395K | 0.43% | 58 |
|
|
2019
Q3 | $2.2M | Buy |
10,109
+439
| +5% | +$95.4K | 0.31% | 73 |
|
|
2019
Q2 | $2.36M | Sell |
9,670
-656
| -6% | -$160K | 0.36% | 65 |
|
|
2019
Q1 | $2.55M | Buy |
10,326
+2,674
| +35% | +$661K | 0.41% | 56 |
|
|
2018
Q4 | $1.91M | Buy |
7,652
+2,803
| +58% | +$698K | 0.34% | 83 |
|
|
2018
Q3 | $1.29M | Hold |
4,849
| – | – | 0.21% | 129 |
|
|
2018
Q2 | $1.19M | Buy |
4,849
+869
| +22% | +$213K | 0.21% | 136 |
|
|
2018
Q1 | $851K | Sell |
3,980
-415
| -9% | -$88.7K | 0.16% | 139 |
|
|
2017
Q4 | $969K | Buy |
4,395
+142
| +3% | +$31.3K | 0.16% | 136 |
|
|
2017
Q3 | $832K | Buy |
4,253
+25
| +0.6% | +$4.89K | 0.16% | 136 |
|
|
2017
Q2 | $784K | Sell |
4,228
-170
| -4% | -$31.5K | 0.12% | 160 |
|
|
2017
Q1 | $721K | Sell |
4,398
-196
| -4% | -$32.1K | 0.11% | 170 |
|
|
2016
Q4 | $735K | Buy |
4,594
+184
| +4% | +$29.4K | 0.13% | 163 |
|
|
2016
Q3 | $617K | Buy |
+4,410
| New | +$617K | 0.11% | 172 |
|