First National Bank of South Miami’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $707K | Buy |
1,470
+76
| +5% | +$36.5K | 0.57% | 51 |
|
|
2023
Q1 | $659K | Sell |
1,394
-60
| -4% | -$28.4K | 0.52% | 55 |
|
|
2022
Q4 | $771K | Sell |
1,454
-34
| -2% | -$18K | 0.58% | 51 |
|
|
2022
Q3 | $751K | Sell |
1,488
-134
| -8% | -$67.6K | 0.58% | 46 |
|
|
2022
Q2 | $833K | Sell |
1,622
-52
| -3% | -$26.7K | 0.57% | 48 |
|
|
2022
Q1 | $854K | Buy |
1,674
+178
| +12% | +$90.8K | 0.52% | 51 |
|
|
2021
Q4 | $751K | Buy |
1,496
+251
| +20% | +$126K | 0.45% | 58 |
|
|
2021
Q3 | $486K | Buy |
1,245
+81
| +7% | +$31.6K | 0.33% | 75 |
|
|
2021
Q2 | $466K | Buy |
1,164
+70
| +6% | +$28K | 0.32% | 74 |
|
|
2021
Q1 | $407K | Buy |
1,094
+151
| +16% | +$56.2K | 0.31% | 75 |
|
|
2020
Q4 | $331K | Buy |
943
+43
| +5% | +$15.1K | 0.28% | 79 |
|
|
2020
Q3 | $281K | Buy |
900
+276
| +44% | +$86.2K | 0.27% | 83 |
|
|
2020
Q2 | $184K | Buy |
624
+7
| +1% | +$2.06K | 0.2% | 101 |
|
|
2020
Q1 | $154K | Sell |
617
-45
| -7% | -$11.2K | 0.19% | 102 |
|
|
2019
Q4 | $195K | Sell |
662
-3,044
| -82% | -$897K | 0.19% | 105 |
|
|
2019
Q3 | $867K | Sell |
3,706
-6
| -0.2% | -$1.4K | 0.83% | 34 |
|
|
2019
Q2 | $925K | Buy |
3,712
+4
| +0.1% | +$997 | 0.87% | 30 |
|
|
2019
Q1 | $917K | Hold |
3,708
| – | – | 0.88% | 30 |
|
|
2018
Q4 | $1M | Buy |
+3,708
| New | +$1M | 0.98% | 27 |
|