Endurance Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.29M | Hold |
2,685
| – | – | 0.18% | 83 |
|
|
2023
Q1 | $1.27M | Hold |
2,685
| – | – | 0.18% | 82 |
|
|
2022
Q4 | $1.42M | Hold |
2,685
| – | – | 0.21% | 76 |
|
|
2022
Q3 | $1.36M | Hold |
2,685
| – | – | 0.22% | 79 |
|
|
2022
Q2 | $1.38M | Hold |
2,685
| – | – | 0.21% | 79 |
|
|
2022
Q1 | $1.37M | Hold |
2,685
| – | – | 0.18% | 87 |
|
|
2021
Q4 | $1.35M | Hold |
2,685
| – | – | 0.15% | 102 |
|
|
2021
Q3 | $1.05M | Hold |
2,685
| – | – | 0.12% | 117 |
|
|
2021
Q2 | $1.08M | Sell |
2,685
-11
| -0.4% | -$4.4K | 0.12% | 117 |
|
|
2021
Q1 | $1M | Buy |
2,696
+412
| +18% | +$153K | 0.12% | 114 |
|
|
2020
Q4 | $801K | Hold |
2,284
| – | – | 0.1% | 113 |
|
|
2020
Q3 | $712K | Buy |
2,284
+53
| +2% | +$16.5K | 0.1% | 109 |
|
|
2020
Q2 | $658K | Hold |
2,231
| – | – | 0.11% | 110 |
|
|
2020
Q1 | $556K | Buy |
2,231
+945
| +73% | +$236K | 0.11% | 115 |
|
|
2019
Q4 | $378K | Sell |
1,286
-2,163
| -63% | -$636K | 0.06% | 144 |
|
|
2019
Q3 | $750K | Buy |
3,449
+2,202
| +177% | +$479K | 0.12% | 107 |
|
|
2019
Q2 | $304K | Hold |
1,247
| – | – | 0.05% | 150 |
|
|
2019
Q1 | $308K | Hold |
1,247
| – | – | 0.05% | 147 |
|
|
2018
Q4 | $311K | Hold |
1,247
| – | – | 0.06% | 140 |
|
|
2018
Q3 | $332K | Hold |
1,247
| – | – | 0.05% | 145 |
|
|
2018
Q2 | $306K | Hold |
1,247
| – | – | 0.05% | 147 |
|
|
2018
Q1 | $267K | Hold |
1,247
| – | – | 0.04% | 154 |
|
|
2017
Q4 | $275K | Sell |
1,247
-25
| -2% | -$5.51K | 0.04% | 150 |
|
|
2017
Q3 | $249K | Hold |
1,272
| – | – | 0.04% | 154 |
|
|
2017
Q2 | $236K | Sell |
1,272
-1,075
| -46% | -$199K | 0.04% | 153 |
|
|
2017
Q1 | $385K | Hold |
2,347
| – | – | 0.07% | 132 |
|
|
2016
Q4 | $376K | Buy |
2,347
+2,075
| +763% | +$332K | 0.07% | 132 |
|
|
2016
Q3 | $38K | Hold |
272
| – | – | 0.01% | 289 |
|
|
2016
Q2 | $38K | Hold |
272
| – | – | 0.01% | 286 |
|
|
2016
Q1 | $35 | Hold |
272
| – | – | ﹤0.01% | 293 |
|
|
2015
Q4 | $32K | Hold |
272
| – | – | 0.01% | 307 |
|
|
2015
Q3 | $33K | Hold |
272
| – | – | 0.01% | 301 |
|
|
2015
Q2 | $33K | Buy |
+272
| New | +$33K | 0.01% | 312 |
|