First Personal Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $316K | Buy |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $454K | Sell |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $362K | Hold |
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|
2022
Q1 | $360K | Hold |
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|
2021
Q4 | $354K | Hold |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $282K | Buy |
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|
2021
Q1 | $233K | Sell |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | $195K | Hold |
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|
2020
Q2 | $184K | Hold |
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|
2020
Q1 | $156K | Sell |
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|
2019
Q4 | $198K | Sell |
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|
2019
Q3 | $183K | Sell |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $1.37M | Sell |
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|
2018
Q3 | $1.48M | Buy |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.71M | Sell |
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|
2017
Q4 | $1.88M | Buy |
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|
2017
Q3 | $1.58M | Buy |
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|
2017
Q2 | $869K | Buy |
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|
2017
Q1 | $625K | Buy |
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|
2016
Q4 | $523K | Buy |
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|
2016
Q3 | $104K | Buy |
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|
2016
Q2 | $77K | Buy |
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|
2016
Q1 | $5K | Hold |
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|
2015
Q4 | $5K | Sell |
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|
2015
Q3 | $9K | Buy |
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|
2015
Q2 | $6K | Hold |
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|
2015
Q1 | $5K | Hold |
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|
2014
Q4 | $4K | Buy |
|