Guardian Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.1M | Buy |
19,008
+766
| +4% | +$447K | 1.09% | 34 |
|
|
2024
Q2 | $9.14M | Sell |
18,242
-366
| -2% | -$183K | 0.97% | 37 |
|
|
2024
Q1 | $8.91M | Sell |
18,608
-1,342
| -7% | -$643K | 0.96% | 37 |
|
|
2023
Q4 | $10.7M | Buy |
19,950
+1,651
| +9% | +$886K | 1.12% | 28 |
|
|
2023
Q3 | $9.59M | Sell |
18,299
-301
| -2% | -$158K | 1.07% | 30 |
|
|
2023
Q2 | $8.4M | Buy |
18,600
+276
| +2% | +$125K | 0.96% | 37 |
|
|
2023
Q1 | $9.55M | Buy |
18,324
+2,630
| +17% | +$1.37M | 1.1% | 33 |
|
|
2022
Q4 | $7.78M | Buy |
15,694
+264
| +2% | +$131K | 0.88% | 37 |
|
|
2022
Q3 | $7.71M | Sell |
15,430
-278
| -2% | -$139K | 0.96% | 31 |
|
|
2022
Q2 | $7.89M | Sell |
15,708
-108
| -0.7% | -$54.3K | 0.91% | 33 |
|
|
2022
Q1 | $8.44M | Sell |
15,816
-37
| -0.2% | -$19.7K | 0.82% | 36 |
|
|
2021
Q4 | $7.51M | Buy |
15,853
+210
| +1% | +$99.5K | 0.72% | 44 |
|
|
2021
Q3 | $6.05M | Buy |
15,643
+335
| +2% | +$130K | 0.63% | 48 |
|
|
2021
Q2 | $6.27M | Buy |
15,308
+885
| +6% | +$362K | 0.64% | 46 |
|
|
2021
Q1 | $5.42M | Buy |
14,423
+394
| +3% | +$148K | 0.62% | 46 |
|
|
2020
Q4 | $4.84M | Buy |
14,029
+40
| +0.3% | +$13.8K | 0.65% | 46 |
|
|
2020
Q3 | $4.5M | Sell |
13,989
-680
| -5% | -$219K | 0.69% | 48 |
|
|
2020
Q2 | $3.23M | Sell |
14,669
-825
| -5% | -$182K | 0.62% | 47 |
|
|
2020
Q1 | $2.58M | Sell |
15,494
-260
| -2% | -$43.3K | 0.62% | 48 |
|
|
2019
Q4 | $4.54M | Sell |
15,754
-426
| -3% | -$123K | 0.57% | 48 |
|
|
2019
Q3 | $3.51M | Buy |
16,180
+384
| +2% | +$83.2K | 0.47% | 57 |
|
|
2019
Q2 | $3.87M | Buy |
15,796
+1,730
| +12% | +$424K | 0.51% | 53 |
|
|
2019
Q1 | $3.12M | Buy |
14,066
+755
| +6% | +$167K | 0.42% | 58 |
|
|
2018
Q4 | $3.3M | Buy |
13,311
+345
| +3% | +$85.6K | 0.48% | 53 |
|
|
2018
Q3 | $3.5M | Sell |
12,966
-779
| -6% | -$210K | 0.48% | 54 |
|
|
2018
Q2 | $3.53M | Sell |
13,745
-600
| -4% | -$154K | 0.47% | 54 |
|
|
2018
Q1 | $3.22M | Buy |
14,345
+180
| +1% | +$40.4K | 0.45% | 61 |
|
|
2017
Q4 | $3.45M | Buy |
14,165
+60
| +0.4% | +$14.6K | 0.45% | 63 |
|
|
2017
Q3 | $2.93M | Sell |
14,105
-215
| -2% | -$44.6K | 0.4% | 66 |
|
|
2017
Q2 | $2.66M | Sell |
14,320
-1,972
| -12% | -$366K | 0.38% | 69 |
|
|
2017
Q1 | $2.69M | Sell |
16,292
-3,111
| -16% | -$514K | 0.38% | 69 |
|
|
2016
Q4 | $3.15M | Sell |
19,403
-1,245
| -6% | -$202K | 0.45% | 61 |
|
|
2016
Q3 | $2.82M | Sell |
20,648
-1,220
| -6% | -$166K | 0.51% | 63 |
|
|
2016
Q2 | $3.09M | Sell |
21,868
-3,835
| -15% | -$543K | 0.58% | 55 |
|
|
2016
Q1 | $3.23M | Buy |
25,703
+1,643
| +7% | +$207K | 0.6% | 55 |
|
|
2015
Q4 | $2.8M | Buy |
24,060
+250
| +1% | +$29.1K | 0.58% | 59 |
|
|
2015
Q3 | $2.76M | Buy |
23,810
+105
| +0.4% | +$12.2K | 0.57% | 62 |
|
|
2015
Q2 | $3.01M | Sell |
23,705
-640
| -3% | -$81.2K | 0.56% | 62 |
|
|
2015
Q1 | $3.55M | Sell |
24,345
-140
| -0.6% | -$20.4K | 0.53% | 66 |
|
|
2014
Q4 | $3.02M | Buy |
24,485
+225
| +0.9% | +$27.8K | 0.49% | 64 |
|
|
2014
Q3 | $2.35M | Sell |
24,260
-2,430
| -9% | -$235K | 0.39% | 73 |
|
|
2014
Q2 | $2.19M | Sell |
26,690
-180
| -0.7% | -$14.8K | 0.38% | 77 |
|
|
2014
Q1 | $2.21M | Buy |
26,870
+4,325
| +19% | +$355K | 0.42% | 73 |
|
|
2013
Q4 | $1.73M | Sell |
22,545
-50
| -0.2% | -$3.85K | 0.34% | 79 |
|
|
2013
Q3 | $1.65M | Buy |
22,595
+350
| +2% | +$25.5K | 0.35% | 78 |
|
|
2013
Q2 | $1.46M | Buy |
+22,245
| New | +$1.46M | 0.41% | 66 |
|