FinTrust Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.41M | Sell |
2,411
-73
| -3% | -$42.7K | 0.24% | 92 |
|
|
2024
Q2 | $1.27M | Sell |
2,484
-534
| -18% | -$272K | 0.23% | 89 |
|
|
2024
Q1 | $1.49M | Buy |
3,018
+43
| +1% | +$21.3K | 0.29% | 70 |
|
|
2023
Q4 | $1.57M | Sell |
2,975
-94
| -3% | -$49.5K | 0.31% | 69 |
|
|
2023
Q3 | $1.55M | Sell |
3,069
-402
| -12% | -$203K | 0.34% | 62 |
|
|
2023
Q2 | $1.84M | Hold |
3,471
| – | – | 0.44% | 52 |
|
|
2023
Q1 | $1.84M | Hold |
3,471
| – | – | 0.45% | 53 |
|
|
2022
Q4 | $1.84M | Sell |
3,471
-651
| -16% | -$345K | 0.44% | 53 |
|
|
2022
Q3 | $2.15M | Buy |
4,122
+166
| +4% | +$86.7K | 0.55% | 34 |
|
|
2022
Q2 | $2.06M | Buy |
3,956
+112
| +3% | +$58.4K | 0.52% | 43 |
|
|
2022
Q1 | $1.96M | Buy |
3,844
+323
| +9% | +$165K | 0.45% | 50 |
|
|
2021
Q4 | $1.77M | Buy |
3,521
+73
| +2% | +$36.7K | 0.42% | 56 |
|
|
2021
Q3 | $1.35M | Buy |
3,448
+75
| +2% | +$29.3K | 0.36% | 64 |
|
|
2021
Q2 | $1.35M | Sell |
3,373
-67
| -2% | -$26.8K | 0.35% | 66 |
|
|
2021
Q1 | $1.28M | Buy |
3,440
+45
| +1% | +$16.7K | 0.37% | 69 |
|
|
2020
Q4 | $1.19M | Buy |
3,395
+143
| +4% | +$50.2K | 0.38% | 67 |
|
|
2020
Q3 | $1.01K | Buy |
3,252
+690
| +27% | +$215 | 0.2% | 73 |
|
|
2020
Q2 | $756K | Sell |
2,562
-85
| -3% | -$25.1K | 0.3% | 72 |
|
|
2020
Q1 | $660K | Sell |
2,647
-240
| -8% | -$59.8K | 0.32% | 63 |
|
|
2019
Q4 | $849K | Buy |
2,887
+76
| +3% | +$22.4K | 0.34% | 56 |
|
|
2019
Q3 | $611K | Buy |
2,811
+196
| +7% | +$42.6K | 0.21% | 86 |
|
|
2019
Q2 | $638K | Buy |
2,615
+591
| +29% | +$144K | 0.26% | 83 |
|
|
2019
Q1 | $501K | Sell |
2,024
-566
| -22% | -$140K | 0.21% | 104 |
|
|
2018
Q4 | $645K | Buy |
+2,590
| New | +$645K | 0.32% | 67 |
|