Fieldpoint Private Securities’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.2M | Sell |
8,178
-5,710
| -41% | -$2.93M | 1.22% | 15 |
|
|
2022
Q1 | $7.08M | Sell |
13,888
-687
| -5% | -$350K | 1.46% | 7 |
|
|
2021
Q4 | $7.32M | Sell |
14,575
-60
| -0.4% | -$30.1K | 1.43% | 6 |
|
|
2021
Q3 | $5.72M | Buy |
14,635
+125
| +0.9% | +$48.8K | 1.27% | 9 |
|
|
2021
Q2 | $5.98M | Buy |
14,510
+185
| +1% | +$76.2K | 1.31% | 7 |
|
|
2021
Q1 | $5.33M | Sell |
14,325
-1,029
| -7% | -$383K | 1.24% | 11 |
|
|
2020
Q4 | $5.38M | Buy |
15,354
+1,154
| +8% | +$405K | 1.22% | 10 |
|
|
2020
Q3 | $4.43M | Buy |
14,200
+884
| +7% | +$276K | 1.3% | 12 |
|
|
2020
Q2 | $3.93M | Sell |
13,316
-2,528
| -16% | -$746K | 1.33% | 11 |
|
|
2020
Q1 | $3.95M | Buy |
15,844
+617
| +4% | +$154K | 1.52% | 12 |
|
|
2019
Q4 | $4.48M | Buy |
15,227
+3,821
| +33% | +$1.12M | 1.31% | 10 |
|
|
2019
Q3 | $2.48M | Sell |
11,406
-525
| -4% | -$114K | 0.9% | 26 |
|
|
2019
Q2 | $2.91M | Buy |
11,931
+4,698
| +65% | +$1.15M | 0.91% | 23 |
|
|
2019
Q1 | $1.79M | Buy |
7,233
+15
| +0.2% | +$3.71K | 0.74% | 38 |
|
|
2018
Q4 | $1.8M | Buy |
7,218
+110
| +2% | +$27.4K | 0.8% | 32 |
|
|
2018
Q3 | $1.89M | Sell |
7,108
-160
| -2% | -$42.6K | 0.72% | 37 |
|
|
2018
Q2 | $1.78M | Hold |
7,268
| – | – | 0.68% | 40 |
|
|
2018
Q1 | $1.56M | Buy |
7,268
+5,830
| +405% | +$1.25M | 0.71% | 37 |
|
|
2017
Q4 | $317K | Sell |
1,438
-6,575
| -82% | -$1.45M | 0.17% | 125 |
|
|
2017
Q3 | $1.57M | Buy |
+8,013
| New | +$1.57M | 0.68% | 37 |
|
|
2017
Q2 | – | Sell |
-583
| Closed | -$96K | – | 322 |
|
|
2017
Q1 | $96K | Buy |
+583
| New | +$96K | 0.07% | 150 |
|