Executive 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 | $1.73M | Buy |
3,416
+2,328
| +214% | +$1.18M | 0.14% | 118 |
|
|
2024
Q3 | $636K | Buy |
1,088
+67
| +7% | +$39.2K | 0.05% | 152 |
|
|
2024
Q2 | $520K | Sell |
1,021
-19,543
| -95% | -$9.96M | 0.1% | 76 |
|
|
2024
Q1 | $10.1M | Buy |
20,564
+868
| +4% | +$425K | 0.88% | 31 |
|
|
2023
Q4 | $10.4M | Buy |
19,696
+211
| +1% | +$111K | 0.98% | 27 |
|
|
2023
Q3 | $9.82M | Buy |
19,485
+992
| +5% | +$500K | 1.02% | 22 |
|
|
2023
Q2 | $8.89M | Buy |
18,493
+1,766
| +11% | +$849K | 0.92% | 33 |
|
|
2023
Q1 | $7.91M | Buy |
16,727
+1,976
| +13% | +$934K | 0.88% | 32 |
|
|
2022
Q4 | $7.82M | Buy |
14,751
+7,875
| +115% | +$4.18M | 0.96% | 30 |
|
|
2022
Q3 | $6.88K | Sell |
6,876
-6,561
| -49% | -$6.56K | 0.96% | 25 |
|
|
2022
Q2 | $6.9M | Sell |
13,437
-1,111
| -8% | -$571K | 0.93% | 32 |
|
|
2022
Q1 | $7.42M | Sell |
14,548
-2,517
| -15% | -$1.28M | 0.81% | 42 |
|
|
2021
Q4 | $8.57M | Buy |
17,065
+752
| +5% | +$378K | 0.85% | 32 |
|
|
2021
Q3 | $6.37M | Buy |
16,313
+167
| +1% | +$65.3K | 0.7% | 48 |
|
|
2021
Q2 | $6.47M | Buy |
16,146
+1,373
| +9% | +$550K | 0.71% | 45 |
|
|
2021
Q1 | $5.5M | Buy |
14,773
+12,322
| +503% | +$4.58M | 0.65% | 46 |
|
|
2020
Q4 | $859K | Buy |
2,451
+302
| +14% | +$106K | 0.11% | 104 |
|
|
2020
Q3 | $670K | Buy |
2,149
+18
| +0.8% | +$5.61K | 0.09% | 103 |
|
|
2020
Q2 | $628K | Sell |
2,131
-1,500
| -41% | -$442K | 0.09% | 91 |
|
|
2020
Q1 | $905K | Sell |
3,631
-607
| -14% | -$151K | 0.16% | 78 |
|
|
2019
Q4 | $1.25M | Sell |
4,238
-310
| -7% | -$91.1K | 0.17% | 85 |
|
|
2019
Q3 | $988K | Sell |
4,548
-331
| -7% | -$71.9K | 0.15% | 90 |
|
|
2019
Q2 | $1.19M | Buy |
4,879
+538
| +12% | +$131K | 0.17% | 96 |
|
|
2019
Q1 | $1.07M | Sell |
4,341
-623
| -13% | -$154K | 0.19% | 88 |
|
|
2018
Q4 | $1.24M | Buy |
+4,964
| New | +$1.24M | 0.22% | 66 |
|