Financial Planning & Information Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $409K | Sell |
699
-39
| -5% | -$22.8K | 0.06% | 64 |
|
|
2024
Q2 | $376K | Hold |
738
| – | – | 0.06% | 62 |
|
|
2024
Q1 | $365K | Hold |
738
| – | – | 0.05% | 67 |
|
|
2023
Q4 | $389K | Sell |
738
-30
| -4% | -$15.8K | 0.06% | 68 |
|
|
2023
Q3 | $387K | Sell |
768
-5
| -0.6% | -$2.52K | 0.07% | 67 |
|
|
2023
Q2 | $372K | Hold |
773
| – | – | 0.07% | 67 |
|
|
2023
Q1 | $365K | Buy |
773
+37
| +5% | +$17.5K | 0.07% | 67 |
|
|
2022
Q4 | $390K | Hold |
736
| – | – | 0.08% | 61 |
|
|
2022
Q3 | $372K | Hold |
736
| – | – | 0.09% | 56 |
|
|
2022
Q2 | $378K | Sell |
736
-67
| -8% | -$34.4K | 0.09% | 57 |
|
|
2022
Q1 | $410K | Buy |
803
+100
| +14% | +$51.1K | 0.09% | 59 |
|
|
2021
Q4 | $353K | Buy |
703
+50
| +8% | +$25.1K | 0.09% | 59 |
|
|
2021
Q3 | $255K | Buy |
653
+11
| +2% | +$4.3K | 0.07% | 65 |
|
|
2021
Q2 | $257K | Sell |
642
-36
| -5% | -$14.4K | 0.08% | 63 |
|
|
2021
Q1 | $252K | Buy |
678
+36
| +6% | +$13.4K | 0.08% | 63 |
|
|
2020
Q4 | $225K | Hold |
642
| – | – | 0.08% | 63 |
|
|
2020
Q3 | $200K | Buy |
+642
| New | +$200K | 0.08% | 65 |
|