Domani Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.6M | Buy |
3,382
+11
| +0.3% | +$5.2K | 0.37% | 37 |
|
|
2022
Q4 | $1.79M | Buy |
3,371
+29
| +0.9% | +$15.4K | 0.45% | 34 |
|
|
2022
Q3 | $1.69M | Hold |
3,342
| – | – | 0.49% | 29 |
|
|
2022
Q2 | $1.72M | Sell |
3,342
-200
| -6% | -$103K | 0.47% | 29 |
|
|
2022
Q1 | $1.81M | Buy |
3,542
+25
| +0.7% | +$12.7K | 0.39% | 35 |
|
|
2021
Q4 | $1.77M | Hold |
3,517
| – | – | 0.35% | 36 |
|
|
2021
Q3 | $1.37M | Sell |
3,517
-39
| -1% | -$15.2K | 0.29% | 37 |
|
|
2021
Q2 | $1.42M | Buy |
3,556
+200
| +6% | +$80.1K | 0.29% | 37 |
|
|
2021
Q1 | $1.25M | Sell |
3,356
-127
| -4% | -$47.2K | 0.24% | 40 |
|
|
2020
Q4 | $1.22M | Sell |
3,483
-80
| -2% | -$28K | 0.25% | 41 |
|
|
2020
Q3 | $1.11M | Sell |
3,563
-37
| -1% | -$11.5K | 0.24% | 42 |
|
|
2020
Q2 | $1.06M | Sell |
3,600
-500
| -12% | -$148K | 0.25% | 41 |
|
|
2020
Q1 | $1.02M | Buy |
4,100
+204
| +5% | +$50.9K | 0.27% | 45 |
|
|
2019
Q4 | $1.15M | Buy |
3,896
+3
| +0.1% | +$882 | 0.38% | 34 |
|
|
2019
Q3 | $846K | Buy |
3,893
+48
| +1% | +$10.4K | 0.31% | 40 |
|
|
2019
Q2 | $938K | Buy |
3,845
+3
| +0.1% | +$732 | 0.35% | 38 |
|
|
2019
Q1 | $950K | Buy |
3,842
+453
| +13% | +$112K | 0.38% | 38 |
|
|
2018
Q4 | $844K | Sell |
3,389
-39
| -1% | -$9.71K | 0.39% | 36 |
|
|
2018
Q3 | $912K | Buy |
3,428
+3
| +0.1% | +$798 | 0.39% | 34 |
|
|
2018
Q2 | $840K | Buy |
3,425
+806
| +31% | +$198K | 0.39% | 35 |
|
|
2018
Q1 | $560K | Buy |
2,619
+370
| +16% | +$79.1K | 0.24% | 50 |
|
|
2017
Q4 | $496K | Hold |
2,249
| – | – | 0.22% | 57 |
|
|
2017
Q3 | $440K | Hold |
2,249
| – | – | 0.19% | 62 |
|
|
2017
Q2 | $417K | Hold |
2,249
| – | – | 0.17% | 61 |
|
|
2017
Q1 | $369K | Buy |
2,249
+69
| +3% | +$11.3K | 0.15% | 67 |
|
|
2016
Q4 | $349K | Hold |
2,180
| – | – | 0.14% | 70 |
|
|
2016
Q3 | $305K | Hold |
2,180
| – | – | 0.12% | 89 |
|
|
2016
Q2 | $308K | Sell |
2,180
-576
| -21% | -$81.4K | 0.12% | 84 |
|
|
2016
Q1 | $357K | Sell |
2,756
-3
| -0.1% | -$389 | 0.13% | 85 |
|
|
2015
Q4 | $325K | Buy |
2,759
+579
| +27% | +$68.2K | 0.13% | 88 |
|
|
2015
Q3 | $253K | Hold |
2,180
| – | – | 0.14% | 83 |
|
|
2015
Q2 | $266K | Buy |
2,180
+1,922
| +745% | +$235K | 0.14% | 73 |
|
|
2015
Q1 | $2.18K | Buy |
+258
| New | +$2.18K | 0.03% | 88 |
|