Grace Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $552K | Hold |
1,100
| – | – | 0.33% | 89 |
|
|
2021
Q3 | $494K | Hold |
1,100
| – | – | 0.3% | 93 |
|
|
2021
Q2 | $440K | Hold |
1,100
| – | – | 0.29% | 89 |
|
|
2021
Q1 | $409K | Hold |
1,100
| – | – | 0.26% | 99 |
|
|
2020
Q4 | $385K | Hold |
1,100
| – | – | 0.24% | 105 |
|
|
2020
Q3 | $342K | Sell |
1,100
-100
| -8% | -$31.1K | 0.27% | 92 |
|
|
2020
Q2 | $354K | Hold |
1,200
| – | – | 0.3% | 88 |
|
|
2020
Q1 | $299K | Hold |
1,200
| – | – | 0.29% | 89 |
|
|
2019
Q4 | $353K | Hold |
1,200
| – | – | 0.29% | 90 |
|
|
2019
Q3 | $261K | Hold |
1,200
| – | – | 0.26% | 99 |
|
|
2019
Q2 | $293K | Sell |
1,200
-9,625
| -89% | -$2.35M | 0.14% | 137 |
|
|
2019
Q1 | $2.68M | Sell |
10,825
-2,885
| -21% | -$713K | 1.04% | 23 |
|
|
2018
Q4 | $3.42M | Buy |
13,710
+5,185
| +61% | +$1.29M | 1.59% | 14 |
|
|
2018
Q3 | $2.27M | Sell |
8,525
-765
| -8% | -$204K | 0.89% | 39 |
|
|
2018
Q2 | $2.28M | Buy |
+9,290
| New | +$2.28M | 0.87% | 37 |
|