Doyle Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.61M | Buy |
7,142
+139
| +2% | +$70.2K | 0.31% | 68 |
|
|
2022
Q2 | $3.6M | Buy |
7,003
+131
| +2% | +$67.3K | 0.29% | 72 |
|
|
2022
Q1 | $3.51M | Buy |
6,872
+220
| +3% | +$112K | 0.25% | 75 |
|
|
2021
Q4 | $3.34M | Buy |
6,652
+41
| +0.6% | +$20.6K | 0.24% | 74 |
|
|
2021
Q3 | $2.58M | Buy |
6,611
+2,597
| +65% | +$1.01M | 0.21% | 77 |
|
|
2021
Q2 | $1.61M | Buy |
4,014
+523
| +15% | +$210K | 0.13% | 87 |
|
|
2021
Q1 | $1.3M | Buy |
3,491
+1,872
| +116% | +$697K | 0.12% | 92 |
|
|
2020
Q4 | $568K | Buy |
1,619
+900
| +125% | +$316K | 0.06% | 129 |
|
|
2020
Q3 | $224K | Buy |
+719
| New | +$224K | 0.03% | 169 |
|
|
2020
Q2 | – | Sell |
-905
| Closed | -$226K | – | 185 |
|
|
2020
Q1 | $226K | Buy |
905
+102
| +13% | +$25.5K | 0.04% | 165 |
|
|
2019
Q4 | $236K | Buy |
+803
| New | +$236K | 0.03% | 188 |
|
|
2019
Q3 | – | Sell |
-839
| Closed | -$205K | – | 720 |
|
|
2019
Q2 | $205K | Buy |
+839
| New | +$205K | 0.03% | 188 |
|
|
2019
Q1 | – | Sell |
-681
| Closed | -$170K | – | 710 |
|
|
2018
Q4 | $170K | Sell |
681
-256
| -27% | -$63.9K | 0.03% | 189 |
|
|
2018
Q3 | $249K | Buy |
937
+30
| +3% | +$7.97K | 0.04% | 169 |
|
|
2018
Q2 | $223K | Buy |
+907
| New | +$223K | 0.04% | 165 |
|