Frontier Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7.54M | Buy |
14,672
+327
| +2% | +$164K | 0.55% | 49 |
|
|
2022
Q1 | $7.66M | Buy |
14,345
+884
| +7% | +$426K | 0.1% | 38 |
|
|
2021
Q4 | $6.76M | Buy |
13,461
+645
| +5% | +$292K | 0.45% | 48 |
|
|
2021
Q3 | $5.01M | Buy |
12,816
+306
| +2% | +$127K | 0.35% | 60 |
|
|
2021
Q2 | $5.01M | Buy |
12,510
+685
| +6% | +$273K | 0.35% | 58 |
|
|
2021
Q1 | $4.4M | Buy |
11,825
+1,060
| +10% | +$367K | 0.34% | 55 |
|
|
2020
Q4 | $3.77M | Buy |
10,765
+1,202
| +13% | +$403K | 0.31% | 66 |
|
|
2020
Q3 | $2.98M | Buy |
9,563
+695
| +8% | +$213K | 0.27% | 72 |
|
|
2020
Q2 | $2.62M | Buy |
8,868
+2,568
| +41% | +$736K | 0.24% | 80 |
|
|
2020
Q1 | $1.57M | Buy |
6,300
+766
| +14% | +$211K | 0.26% | 92 |
|
|
2019
Q4 | $1.63M | Sell |
5,534
-2,905
| -34% | -$760K | 0.26% | 87 |
|
|
2019
Q3 | $1.83M | Sell |
8,439
-718
| -8% | -$173K | 0.27% | 81 |
|
|
2019
Q2 | $2.23M | Buy |
9,157
+1,325
| +17% | +$319K | 0.33% | 67 |
|
|
2019
Q1 | $1.94M | Buy |
7,832
+1,187
| +18% | +$303K | 0.26% | 88 |
|
|
2018
Q4 | $1.66M | Buy |
6,645
+8
| +0.1% | +$2.11K | 0.25% | 97 |
|
|
2018
Q3 | $1.77M | Buy |
6,637
+1
| +0% | +$260 | 0.17% | 96 |
|
|
2018
Q2 | $1.63M | Buy |
6,636
+24
| +0.4% | +$5.76K | 0.23% | 99 |
|
|
2018
Q1 | $1.42M | Buy |
6,612
+534
| +9% | +$122K | 0.2% | 118 |
|
|
2017
Q4 | $1.34M | Sell |
6,078
-1,135
| -16% | -$241K | 0.22% | 110 |
|
|
2017
Q3 | $1.41M | Buy |
7,213
+501
| +7% | +$96.8K | 0.2% | 121 |
|
|
2017
Q2 | $1.25M | Buy |
6,712
+652
| +11% | +$114K | 0.19% | 130 |
|
|
2017
Q1 | $994K | Buy |
6,060
+256
| +4% | +$41.9K | 0.15% | 157 |
|
|
2016
Q4 | $929K | Buy |
5,804
+3,080
| +113% | +$460K | 0.15% | 161 |
|
|
2016
Q3 | $381K | Buy |
2,724
+105
| +4% | +$14.7K | 0.06% | 246 |
|
|
2016
Q2 | $370K | Sell |
2,619
-300
| -10% | -$40K | 0.06% | 247 |
|
|
2016
Q1 | $376K | Buy |
2,919
+598
| +26% | +$70.7K | 0.03% | 229 |
|
|
2015
Q4 | $273K | Sell |
2,321
-616
| -21% | -$72K | 0.04% | 267 |
|
|
2015
Q3 | $341K | Buy |
2,937
+1,180
| +67% | +$141K | 0.05% | 238 |
|
|
2015
Q2 | $214K | Sell |
1,757
-109
| -6% | -$12.9K | 0.03% | 303 |
|
|
2015
Q1 | $221K | Buy |
+1,866
| New | +$207K | 0.04% | 273 |
|
Other funds holding UNH
