Ferris Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.33M | Hold |
2,601
| – | – | 0.3% | 71 |
|
|
2021
Q4 | $1.31M | Hold |
2,601
| – | – | 0.28% | 76 |
|
|
2021
Q3 | $1.19M | Buy |
+2,601
| New | +$1.19M | 0.26% | 86 |
|
|
2021
Q2 | – | Sell |
-2,566
| Closed | -$955K | – | 180 |
|
|
2021
Q1 | $955K | Hold |
2,566
| – | – | 0.24% | 89 |
|
|
2020
Q4 | $900K | Buy |
2,566
+24
| +0.9% | +$8.42K | 0.25% | 88 |
|
|
2020
Q3 | $793K | Buy |
2,542
+54
| +2% | +$16.8K | 0.26% | 86 |
|
|
2020
Q2 | $734K | Buy |
2,488
+49
| +2% | +$14.5K | 0.26% | 90 |
|
|
2020
Q1 | $608K | Hold |
2,439
| – | – | 0.27% | 80 |
|
|
2019
Q4 | $717K | Buy |
2,439
+366
| +18% | +$108K | 0.25% | 94 |
|
|
2019
Q3 | $451K | Buy |
2,073
+10
| +0.5% | +$2.18K | 0.16% | 113 |
|
|
2019
Q2 | $503K | Sell |
2,063
-14
| -0.7% | -$3.41K | 0.19% | 115 |
|
|
2019
Q1 | $514K | Buy |
2,077
+60
| +3% | +$14.8K | 0.19% | 108 |
|
|
2018
Q4 | $502K | Buy |
2,017
+31
| +2% | +$7.72K | 0.22% | 96 |
|
|
2018
Q3 | $528K | Sell |
1,986
-52
| -3% | -$13.8K | 0.21% | 92 |
|
|
2018
Q2 | $500K | Sell |
2,038
-15
| -0.7% | -$3.68K | 0.21% | 93 |
|
|
2018
Q1 | $439K | Buy |
2,053
+24
| +1% | +$5.13K | 0.18% | 111 |
|
|
2017
Q4 | $447K | Buy |
2,029
+19
| +0.9% | +$4.19K | 0.16% | 126 |
|
|
2017
Q3 | $394K | Hold |
2,010
| – | – | 0.19% | 102 |
|
|
2017
Q2 | $373K | Buy |
+2,010
| New | +$373K | 0.18% | 103 |
|