FC
Financial Consulate’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,086
| Closed | -$513K | – | 110 |
|
|
2023
Q1 | $513K | Sell |
1,086
-28
| -3% | -$13.2K | 0.18% | 63 |
|
|
2022
Q4 | $591K | Hold |
1,114
| – | – | 0.21% | 60 |
|
|
2022
Q3 | $563K | Hold |
1,114
| – | – | 0.24% | 48 |
|
|
2022
Q2 | $572K | Buy |
1,114
+25
| +2% | +$12.8K | 0.27% | 51 |
|
|
2022
Q1 | $555K | Buy |
1,089
+50
| +5% | +$25.5K | 0.21% | 61 |
|
|
2021
Q4 | $522K | Sell |
1,039
-2
| -0.2% | -$1.01K | 0.18% | 68 |
|
|
2021
Q3 | $407K | Hold |
1,041
| – | – | 0.15% | 74 |
|
|
2021
Q2 | $417K | Buy |
1,041
+31
| +3% | +$12.4K | 0.15% | 71 |
|
|
2021
Q1 | $376K | Hold |
1,010
| – | – | 0.15% | 74 |
|
|
2020
Q4 | $354K | Sell |
1,010
-212
| -17% | -$74.3K | 0.15% | 73 |
|
|
2020
Q3 | $381K | Buy |
1,222
+2
| +0.2% | +$624 | 0.18% | 63 |
|
|
2020
Q2 | $360K | Hold |
1,220
| – | – | 0.18% | 63 |
|
|
2020
Q1 | $304K | Buy |
1,220
+157
| +15% | +$39.1K | 0.18% | 69 |
|
|
2019
Q4 | $313K | Hold |
1,063
| – | – | 0.14% | 77 |
|
|
2019
Q3 | $231K | Hold |
1,063
| – | – | 0.1% | 89 |
|
|
2019
Q2 | $259K | Sell |
1,063
-6
| -0.6% | -$1.46K | 0.12% | 86 |
|
|
2019
Q1 | $264K | Buy |
1,069
+14
| +1% | +$3.46K | 0.12% | 93 |
|
|
2018
Q4 | $263K | Buy |
1,055
+55
| +6% | +$13.7K | 0.16% | 89 |
|
|
2018
Q3 | $266K | Hold |
1,000
| – | – | 0.15% | 98 |
|
|
2018
Q2 | $245K | Hold |
1,000
| – | – | 0.12% | 100 |
|
|
2018
Q1 | $214K | Hold |
1,000
| – | – | 0.11% | 99 |
|
|
2017
Q4 | $220K | Buy |
+1,000
| New | +$220K | 0.11% | 92 |
|