Edge Capital Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.37M | Buy |
2,700
+185
| +7% | +$93.6K | 0.06% | 146 |
|
|
2024
Q3 | $1.47M | Sell |
2,515
-559
| -18% | -$327K | 0.07% | 143 |
|
|
2024
Q2 | $1.57M | Buy |
3,074
+5
| +0.2% | +$2.55K | 0.08% | 134 |
|
|
2024
Q1 | $1.52M | Buy |
3,069
+163
| +6% | +$80.6K | 0.08% | 138 |
|
|
2023
Q4 | $1.53M | Buy |
2,906
+29
| +1% | +$15.3K | 0.09% | 137 |
|
|
2023
Q3 | $1.45M | Buy |
2,877
+39
| +1% | +$19.7K | 0.09% | 135 |
|
|
2023
Q2 | $1.36M | Buy |
2,838
+608
| +27% | +$292K | 0.08% | 150 |
|
|
2023
Q1 | $1.05M | Sell |
2,230
-565
| -20% | -$267K | 0.06% | 166 |
|
|
2022
Q4 | $1.48M | Buy |
2,795
+140
| +5% | +$74.2K | 0.1% | 119 |
|
|
2022
Q3 | $1.34M | Buy |
2,655
+16
| +0.6% | +$8.08K | 0.11% | 114 |
|
|
2022
Q2 | $1.36M | Sell |
2,639
-610
| -19% | -$313K | 0.12% | 121 |
|
|
2022
Q1 | $1.66M | Sell |
3,249
-199
| -6% | -$101K | 0.11% | 115 |
|
|
2021
Q4 | $1.73M | Buy |
3,448
+282
| +9% | +$142K | 0.12% | 111 |
|
|
2021
Q3 | $1.24M | Buy |
3,166
+370
| +13% | +$145K | 0.1% | 124 |
|
|
2021
Q2 | $1.12M | Sell |
2,796
-452
| -14% | -$181K | 0.09% | 131 |
|
|
2021
Q1 | $1.21M | Buy |
3,248
+413
| +15% | +$154K | 0.1% | 119 |
|
|
2020
Q4 | $994K | Buy |
2,835
+254
| +10% | +$89.1K | 0.08% | 132 |
|
|
2020
Q3 | $805K | Buy |
2,581
+272
| +12% | +$84.8K | 0.08% | 126 |
|
|
2020
Q2 | $681K | Buy |
2,309
+2
| +0.1% | +$590 | 0.07% | 134 |
|
|
2020
Q1 | $575K | Buy |
+2,307
| New | +$575K | 0.07% | 139 |
|
|
2019
Q3 | – | Sell |
-1,109
| Closed | -$271K | – | 255 |
|
|
2019
Q2 | $271K | Buy |
+1,109
| New | +$271K | 0.03% | 220 |
|
|
2019
Q1 | – | Sell |
-811
| Closed | -$202K | – | 245 |
|
|
2018
Q4 | $202K | Buy |
+811
| New | +$202K | 0.02% | 224 |
|