Financial Architects (New Jersey)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $501K | Buy |
1,042
+81
| +8% | +$38.9K | 0.08% | 206 |
|
|
2023
Q1 | $454K | Sell |
961
-106
| -10% | -$50.1K | 0.07% | 216 |
|
|
2022
Q4 | $566K | Sell |
1,067
-32
| -3% | -$17K | 0.09% | 192 |
|
|
2022
Q3 | $555K | Buy |
+1,099
| New | +$555K | 0.1% | 185 |
|
|
2022
Q2 | – | Sell |
-1,036
| Closed | -$528K | – | 270 |
|
|
2022
Q1 | $528K | Buy |
1,036
+58
| +6% | +$29.6K | 0.08% | 197 |
|
|
2021
Q4 | $491K | Buy |
978
+21
| +2% | +$10.5K | 0.07% | 204 |
|
|
2021
Q3 | $374K | Buy |
957
+165
| +21% | +$64.5K | 0.05% | 236 |
|
|
2021
Q2 | $317K | Sell |
792
-248
| -24% | -$99.3K | 0.05% | 260 |
|
|
2021
Q1 | $387K | Buy |
1,040
+236
| +29% | +$87.8K | 0.06% | 227 |
|
|
2020
Q4 | $282K | Buy |
804
+61
| +8% | +$21.4K | 0.05% | 232 |
|
|
2020
Q3 | $232K | Buy |
743
+151
| +26% | +$47.1K | 0.05% | 241 |
|
|
2020
Q2 | $175K | Sell |
592
-150
| -20% | -$44.3K | 0.04% | 264 |
|
|
2020
Q1 | $185K | Buy |
742
+15
| +2% | +$3.74K | 0.05% | 225 |
|
|
2019
Q4 | $214K | Buy |
727
+28
| +4% | +$8.24K | 0.05% | 234 |
|
|
2019
Q3 | $152K | Sell |
699
-61
| -8% | -$13.3K | 0.04% | 268 |
|
|
2019
Q2 | $185K | Sell |
760
-710
| -48% | -$173K | 0.03% | 243 |
|
|
2019
Q1 | $364K | Sell |
1,470
-40
| -3% | -$9.91K | 0.06% | 201 |
|
|
2018
Q4 | $376K | Buy |
1,510
+75
| +5% | +$18.7K | 0.07% | 176 |
|
|
2018
Q3 | $381K | Buy |
1,435
+1
| +0.1% | +$266 | 0.06% | 197 |
|
|
2018
Q2 | $352K | Buy |
1,434
+14
| +1% | +$3.44K | 0.06% | 202 |
|
|
2018
Q1 | $304K | Sell |
1,420
-315
| -18% | -$67.4K | 0.06% | 208 |
|
|
2017
Q4 | $382K | Sell |
1,735
-152
| -8% | -$33.5K | 0.06% | 184 |
|
|
2017
Q3 | $370K | Sell |
1,887
-99
| -5% | -$19.4K | 0.07% | 188 |
|
|
2017
Q2 | $368K | Sell |
1,986
-51
| -3% | -$9.45K | 0.07% | 182 |
|
|
2017
Q1 | $334K | Buy |
2,037
+636
| +45% | +$104K | 0.06% | 184 |
|
|
2016
Q4 | $225K | Sell |
1,401
-120
| -8% | -$19.3K | 0.05% | 231 |
|
|
2016
Q3 | $213K | Sell |
1,521
-37
| -2% | -$5.18K | 0.06% | 245 |
|
|
2016
Q2 | $220K | Buy |
1,558
+291
| +23% | +$41.1K | 0.06% | 228 |
|
|
2016
Q1 | $163K | Buy |
+1,267
| New | +$163K | 0.06% | 213 |
|
|
2015
Q3 | – | Sell |
-936
| Closed | -$114K | – | 855 |
|
|
2015
Q2 | $114K | Buy |
936
+243
| +35% | +$29.6K | 0.04% | 277 |
|
|
2015
Q1 | $82K | Buy |
693
+465
| +204% | +$55K | 0.03% | 321 |
|
|
2014
Q4 | $23K | Buy |
228
+67
| +42% | +$6.76K | 0.01% | 496 |
|
|
2014
Q3 | $14K | Buy |
161
+83
| +106% | +$7.22K | 0.01% | 532 |
|
|
2014
Q2 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 745 |
|