FormulaFolio Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $23K | Sell |
57
-40
| -41% | -$16.1K | 0.01% | 183 |
|
|
2021
Q1 | $40K | Sell |
97
-9,771
| -99% | -$4.03M | 0.01% | 153 |
|
|
2020
Q4 | $3.46M | Buy |
9,868
+7,196
| +269% | +$2.52M | 0.07% | 194 |
|
|
2020
Q3 | $833K | Sell |
2,672
-198
| -7% | -$61.7K | 0.03% | 163 |
|
|
2020
Q2 | $846K | Sell |
2,870
-481
| -14% | -$142K | 0.03% | 150 |
|
|
2020
Q1 | $836K | Buy |
3,351
+645
| +24% | +$161K | 0.04% | 135 |
|
|
2019
Q4 | $795K | Sell |
2,706
-1,573
| -37% | -$462K | 0.03% | 198 |
|
|
2019
Q3 | $930K | Buy |
4,279
+1,652
| +63% | +$359K | 0.04% | 162 |
|
|
2019
Q2 | $641K | Buy |
2,627
+1,072
| +69% | +$262K | 0.03% | 181 |
|
|
2019
Q1 | $384K | Buy |
1,555
+138
| +10% | +$34.1K | 0.02% | 228 |
|
|
2018
Q4 | $377K | Hold |
1,417
| – | – | 0.02% | 234 |
|
|
2018
Q3 | $377K | Sell |
1,417
-20
| -1% | -$5.32K | 0.02% | 234 |
|
|
2018
Q2 | $353K | Buy |
1,437
+143
| +11% | +$35.1K | 0.02% | 234 |
|
|
2018
Q1 | $277K | Buy |
1,294
+111
| +9% | +$23.8K | 0.02% | 231 |
|
|
2017
Q4 | $261K | Sell |
1,183
-67
| -5% | -$14.8K | 0.02% | 228 |
|
|
2017
Q3 | $245K | Sell |
1,250
-121
| -9% | -$23.7K | 0.02% | 202 |
|
|
2017
Q2 | $254K | Sell |
1,371
-85
| -6% | -$15.7K | 0.02% | 187 |
|
|
2017
Q1 | $239K | Buy |
+1,456
| New | +$239K | 0.03% | 189 |
|