Edge Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-374
| Closed | -$219K | – | 82 |
|
|
2024
Q3 | $219K | Sell |
374
-393
| -51% | -$230K | 0.04% | 72 |
|
|
2024
Q2 | $391K | Sell |
767
-10
| -1% | -$5.09K | 0.08% | 52 |
|
|
2024
Q1 | $384K | Buy |
777
+360
| +86% | +$178K | 0.08% | 54 |
|
|
2023
Q4 | $220K | Hold |
417
| – | – | 0.05% | 68 |
|
|
2023
Q3 | $210K | Sell |
417
-26
| -6% | -$13.1K | 0.05% | 68 |
|
|
2023
Q2 | $213K | Buy |
443
+10
| +2% | +$4.81K | 0.05% | 68 |
|
|
2023
Q1 | $205K | Hold |
433
| – | – | 0.05% | 65 |
|
|
2022
Q4 | $228K | Buy |
+433
| New | +$228K | 0.05% | 71 |
|
|
2022
Q1 | – | Sell |
-94
| Closed | -$47K | – | 433 |
|
|
2021
Q4 | $47K | Hold |
94
| – | – | 0.01% | 181 |
|
|
2021
Q3 | $37K | Buy |
94
+27
| +40% | +$10.6K | 0.01% | 202 |
|
|
2021
Q2 | $27K | Hold |
67
| – | – | 0.01% | 243 |
|
|
2021
Q1 | $25K | Buy |
67
+26
| +63% | +$9.7K | 0.01% | 246 |
|
|
2020
Q4 | $14K | Hold |
41
| – | – | ﹤0.01% | 268 |
|
|
2020
Q3 | $13K | Sell |
41
-50
| -55% | -$15.9K | ﹤0.01% | 305 |
|
|
2020
Q2 | $27K | Buy |
91
+2
| +2% | +$593 | 0.01% | 322 |
|
|
2020
Q1 | $23K | Buy |
89
+44
| +98% | +$11.4K | 0.01% | 303 |
|
|
2019
Q4 | $13K | Buy |
+45
| New | +$13K | ﹤0.01% | 395 |
|
|
2014
Q2 | – | Sell |
-54
| Closed | -$4K | – | 423 |
|
|
2014
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 338 |
|
|
2013
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 307 |
|
|
2013
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 281 |
|
|
2013
Q2 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 271 |
|