Financial Partners Group (Kansas)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-489
| Closed | -$286K | – | 200 |
|
|
2024
Q3 | $286K | Sell |
489
-9
| -2% | -$5.26K | 0.04% | 145 |
|
|
2024
Q2 | $254K | Hold |
498
| – | – | 0.04% | 152 |
|
|
2024
Q1 | $246K | Buy |
498
+11
| +2% | +$5.44K | 0.04% | 159 |
|
|
2023
Q4 | $256K | Buy |
487
+18
| +4% | +$9.48K | 0.05% | 139 |
|
|
2023
Q3 | $253K | Sell |
469
-42
| -8% | -$22.6K | 0.05% | 132 |
|
|
2023
Q2 | $257K | Buy |
511
+2
| +0.4% | +$1.01K | 0.05% | 127 |
|
|
2023
Q1 | $241K | Hold |
509
| – | – | 0.05% | 141 |
|
|
2022
Q4 | $252K | Buy |
509
+21
| +4% | +$10.4K | 0.06% | 141 |
|
|
2022
Q3 | $247K | Buy |
488
+70
| +17% | +$35.4K | 0.07% | 121 |
|
|
2022
Q2 | $215K | Sell |
418
-1,087
| -72% | -$559K | 0.05% | 135 |
|
|
2022
Q1 | $768K | Sell |
1,505
-94
| -6% | -$48K | 0.17% | 71 |
|
|
2021
Q4 | $756K | Buy |
1,599
+19
| +1% | +$8.98K | 0.17% | 76 |
|
|
2021
Q3 | $617K | Sell |
1,580
-235
| -13% | -$91.8K | 0.15% | 81 |
|
|
2021
Q2 | $727K | Sell |
1,815
-2
| -0.1% | -$801 | 0.19% | 64 |
|
|
2021
Q1 | $676K | Buy |
1,817
+5
| +0.3% | +$1.86K | 0.19% | 66 |
|
|
2020
Q4 | $643K | Buy |
1,812
+172
| +10% | +$61K | 0.19% | 59 |
|
|
2020
Q3 | $511K | Buy |
+1,640
| New | +$511K | 0.18% | 55 |
|