CQS
Credential Qtrade Securities’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $54.8M | Buy |
110,783
+7,161
| +7% | +$3.54M | 2.94% | 10 |
|
|
2023
Q4 | $54.6M | Buy |
103,622
+1,152
| +1% | +$606K | 3.25% | 8 |
|
|
2023
Q3 | $51.7M | Buy |
102,470
+2,010
| +2% | +$1.01M | 3.42% | 6 |
|
|
2023
Q2 | $48.3M | Buy |
100,460
+4,615
| +5% | +$2.22M | 3.04% | 10 |
|
|
2023
Q1 | $45.3M | Sell |
95,845
-14,113
| -13% | -$6.67M | 3.01% | 9 |
|
|
2022
Q4 | $58.3M | Buy |
109,958
+1,730
| +2% | +$917K | 4.18% | 3 |
|
|
2022
Q3 | $54.7M | Buy |
108,228
+3,496
| +3% | +$1.77M | 4.24% | 3 |
|
|
2022
Q2 | $53.8M | Sell |
104,732
-3,506
| -3% | -$1.8M | 3.85% | 3 |
|
|
2022
Q1 | $55.2M | Buy |
108,238
+7,129
| +7% | +$3.64M | 3.49% | 5 |
|
|
2021
Q4 | $50.8M | Buy |
101,109
+4,718
| +5% | +$2.37M | 3.43% | 5 |
|
|
2021
Q3 | $37.7M | Buy |
96,391
+5,701
| +6% | +$2.23M | 2.92% | 6 |
|
|
2021
Q2 | $36.3M | Buy |
90,690
+7,466
| +9% | +$2.99M | 2.86% | 8 |
|
|
2021
Q1 | $31M | Buy |
83,224
+2,337
| +3% | +$870K | 2.79% | 10 |
|
|
2020
Q4 | $28.4M | Buy |
80,887
+878
| +1% | +$308K | 2.93% | 10 |
|
|
2020
Q3 | $24.9M | Buy |
80,009
+2,376
| +3% | +$741K | 2.86% | 11 |
|
|
2020
Q2 | $22.9M | Buy |
77,633
+2,313
| +3% | +$682K | 2.98% | 10 |
|
|
2020
Q1 | $18.8M | Buy |
75,320
+4,863
| +7% | +$1.21M | 3.07% | 11 |
|
|
2019
Q4 | $20.7M | Buy |
70,457
+4,017
| +6% | +$1.18M | 2.81% | 14 |
|
|
2019
Q3 | $14.4M | Buy |
66,440
+451
| +0.7% | +$98K | 2.23% | 18 |
|
|
2019
Q2 | $16.1M | Buy |
65,989
+8,675
| +15% | +$2.12M | 2.65% | 13 |
|
|
2019
Q1 | $14.2M | Buy |
57,314
+3,034
| +6% | +$750K | 2.62% | 12 |
|
|
2018
Q4 | $13.5M | Buy |
54,280
+4,100
| +8% | +$1.02M | 2.97% | 10 |
|
|
2018
Q3 | $13.3M | Buy |
+50,180
| New | +$13.3M | 2.7% | 10 |
|