Farr Miller & Washington’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $805K | Buy |
2,059
+76
| +4% | +$29.7K | 0.05% | 104 |
|
|
2021
Q2 | $794K | Buy |
1,983
+500
| +34% | +$200K | 0.05% | 105 |
|
|
2021
Q1 | $552K | Buy |
1,483
+129
| +10% | +$48K | 0.04% | 124 |
|
|
2020
Q4 | $475K | Buy |
1,354
+150
| +12% | +$52.6K | 0.04% | 123 |
|
|
2020
Q3 | $375K | Hold |
1,204
| – | – | 0.03% | 126 |
|
|
2020
Q2 | $355K | Hold |
1,204
| – | – | 0.03% | 123 |
|
|
2020
Q1 | $300K | Buy |
1,204
+164
| +16% | +$40.9K | 0.03% | 109 |
|
|
2019
Q4 | $306K | Hold |
1,040
| – | – | 0.02% | 124 |
|
|
2019
Q3 | $226K | Buy |
+1,040
| New | +$226K | 0.02% | 131 |
|