CSat Investment Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.47M | Sell |
3,957
-3,301
| -45% | -$1.23M | 1.24% | 23 |
|
|
2020
Q4 | $2.55M | Buy |
7,258
+4,453
| +159% | +$1.56M | 2.36% | 10 |
|
|
2020
Q3 | $875K | Buy |
2,805
+258
| +10% | +$80.5K | 0.08% | 116 |
|
|
2020
Q2 | $751K | Buy |
2,547
+8
| +0.3% | +$2.36K | 0.09% | 116 |
|
|
2020
Q1 | $633K | Buy |
2,539
+326
| +15% | +$81.3K | 0.13% | 99 |
|
|
2019
Q4 | $650K | Buy |
2,213
+347
| +19% | +$102K | 0.17% | 106 |
|
|
2019
Q3 | $405K | Buy |
1,866
+204
| +12% | +$44.3K | 0.13% | 149 |
|
|
2019
Q2 | $405K | Buy |
1,662
+1,659
| +55,300% | +$404K | 0.14% | 112 |
|
|
2019
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 547 |
|
|
2018
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 544 |
|
|
2018
Q3 | $1K | Buy |
3
+2
| +200% | +$667 | ﹤0.01% | 546 |
|
|
2018
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 556 |
|
|
2015
Q4 | – | Sell |
-60,508
| Closed | -$7.02M | – | 20 |
|
|
2015
Q3 | $7.02M | Sell |
60,508
-43,493
| -42% | -$5.05M | 6.16% | 5 |
|
|
2015
Q2 | $12.7M | Sell |
104,001
-15,907
| -13% | -$1.94M | 5.93% | 2 |
|
|
2015
Q1 | $14.2M | Sell |
119,908
-6,347
| -5% | -$751K | 6.19% | 4 |
|
|
2014
Q4 | $12.8M | Buy |
+126,255
| New | +$12.8M | 5.3% | 8 |
|