Gofen & Glossberg’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.4M | Buy |
6,412
+391
| +6% | +$207K | 0.09% | 161 |
|
|
2022
Q3 | $3.04M | Buy |
6,021
+784
| +15% | +$396K | 0.09% | 163 |
|
|
2022
Q2 | $2.69M | Sell |
5,237
-207
| -4% | -$106K | 0.07% | 173 |
|
|
2022
Q1 | $2.78M | Buy |
5,444
+1
| +0% | +$510 | 0.06% | 182 |
|
|
2021
Q4 | $2.73M | Sell |
5,443
-96
| -2% | -$48.2K | 0.06% | 178 |
|
|
2021
Q3 | $2.16M | Buy |
5,539
+449
| +9% | +$175K | 0.05% | 189 |
|
|
2021
Q2 | $2.04M | Buy |
5,090
+114
| +2% | +$45.6K | 0.05% | 192 |
|
|
2021
Q1 | $1.85M | Buy |
4,976
+644
| +15% | +$240K | 0.05% | 191 |
|
|
2020
Q4 | $1.52M | Buy |
4,332
+291
| +7% | +$102K | 0.04% | 201 |
|
|
2020
Q3 | $1.26M | Buy |
4,041
+391
| +11% | +$122K | 0.04% | 200 |
|
|
2020
Q2 | $1.08M | Sell |
3,650
-2,165
| -37% | -$639K | 0.04% | 198 |
|
|
2020
Q1 | $1.45M | Buy |
5,815
+249
| +4% | +$62.1K | 0.06% | 172 |
|
|
2019
Q4 | $1.64M | Buy |
5,566
+877
| +19% | +$258K | 0.05% | 177 |
|
|
2019
Q3 | $1.02M | Buy |
4,689
+70
| +2% | +$15.2K | 0.03% | 209 |
|
|
2019
Q2 | $1.13M | Sell |
4,619
-16
| -0.3% | -$3.9K | 0.04% | 202 |
|
|
2019
Q1 | $1.15M | Buy |
4,635
+337
| +8% | +$83.3K | 0.04% | 199 |
|
|
2018
Q4 | $1.07M | Sell |
4,298
-81
| -2% | -$20.2K | 0.04% | 193 |
|
|
2018
Q3 | $1.17M | Sell |
4,379
-17
| -0.4% | -$4.52K | 0.04% | 201 |
|
|
2018
Q2 | $1.08M | Sell |
4,396
-500
| -10% | -$123K | 0.04% | 203 |
|
|
2018
Q1 | $1.05M | Sell |
4,896
-50
| -1% | -$10.7K | 0.04% | 208 |
|
|
2017
Q4 | $1.09M | Hold |
4,946
| – | – | 0.04% | 203 |
|
|
2017
Q3 | $969K | Sell |
4,946
-473
| -9% | -$92.7K | 0.04% | 217 |
|
|
2017
Q2 | $1.01M | Buy |
5,419
+1
| +0% | +$185 | 0.04% | 214 |
|
|
2017
Q1 | $889K | Sell |
5,418
-61
| -1% | -$10K | 0.03% | 222 |
|
|
2016
Q4 | $877K | Buy |
5,479
+100
| +2% | +$16K | 0.04% | 217 |
|
|
2016
Q3 | $753K | Sell |
5,379
-250
| -4% | -$35K | 0.03% | 234 |
|
|
2016
Q2 | $795K | Buy |
5,629
+141
| +3% | +$19.9K | 0.03% | 226 |
|
|
2016
Q1 | $707K | Buy |
5,488
+140
| +3% | +$18K | 0.03% | 237 |
|
|
2015
Q4 | $629K | Hold |
5,348
| – | – | 0.03% | 247 |
|
|
2015
Q3 | $620K | Buy |
5,348
+186
| +4% | +$21.6K | 0.03% | 251 |
|
|
2015
Q2 | $630K | Hold |
5,162
| – | – | 0.03% | 254 |
|
|
2015
Q1 | $611K | Hold |
5,162
| – | – | 0.03% | 255 |
|
|
2014
Q4 | $522K | Hold |
5,162
| – | – | 0.02% | 272 |
|
|
2014
Q3 | $445K | Hold |
5,162
| – | – | 0.02% | 280 |
|
|
2014
Q2 | $422K | Sell |
5,162
-1,002
| -16% | -$81.9K | 0.02% | 292 |
|
|
2014
Q1 | $476K | Hold |
6,164
| – | – | 0.02% | 267 |
|
|
2013
Q4 | $464K | Sell |
6,164
-50
| -0.8% | -$3.76K | 0.02% | 266 |
|
|
2013
Q3 | $445K | Buy |
6,214
+1,050
| +20% | +$75.2K | 0.02% | 264 |
|
|
2013
Q2 | $338K | Buy |
+5,164
| New | +$338K | 0.02% | 295 |
|