First Capital Advisors Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $973K | Sell |
2,024
-27
| -1% | -$13K | 0.51% | 51 |
|
|
2023
Q1 | $969K | Sell |
2,051
-456
| -18% | -$216K | 0.62% | 47 |
|
|
2022
Q4 | $1.33M | Sell |
2,507
-185
| -7% | -$98.1K | 0.9% | 32 |
|
|
2022
Q3 | $1.36M | Sell |
2,692
-492
| -15% | -$249K | 1.14% | 24 |
|
|
2022
Q2 | $1.64M | Buy |
+3,184
| New | +$1.64M | 1.12% | 23 |
|
|
2018
Q4 | $396K | Sell |
1,589
-70
| -4% | -$17.4K | 0.3% | 75 |
|
|
2018
Q3 | $441K | Buy |
1,659
+67
| +4% | +$17.8K | 0.27% | 81 |
|
|
2018
Q2 | $391K | Buy |
1,592
+180
| +13% | +$44.2K | 0.26% | 87 |
|
|
2018
Q1 | $302K | Sell |
1,412
-219
| -13% | -$46.8K | 0.17% | 115 |
|
|
2017
Q4 | $360K | Buy |
1,631
+81
| +5% | +$17.9K | 0.23% | 111 |
|
|
2017
Q3 | $304K | Buy |
+1,550
| New | +$304K | 0.21% | 119 |
|