GW & Wade’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.67M | Buy |
12,664
+1,413
| +13% | +$744K | 0.22% | 92 |
|
|
2023
Q3 | $5.67M | Buy |
11,251
+667
| +6% | +$336K | 0.21% | 90 |
|
|
2023
Q2 | $5.09M | Sell |
10,584
-112
| -1% | -$53.8K | 0.18% | 94 |
|
|
2023
Q1 | $5.06M | Buy |
10,696
+311
| +3% | +$147K | 0.19% | 95 |
|
|
2022
Q4 | $5.51M | Buy |
10,385
+834
| +9% | +$442K | 0.23% | 83 |
|
|
2022
Q3 | $4.82M | Buy |
9,551
+105
| +1% | +$53K | 0.24% | 80 |
|
|
2022
Q2 | $4.85M | Buy |
9,446
+266
| +3% | +$137K | 0.22% | 82 |
|
|
2022
Q1 | $4.68M | Buy |
9,180
+893
| +11% | +$455K | 0.2% | 84 |
|
|
2021
Q4 | $4.16M | Buy |
8,287
+302
| +4% | +$152K | 0.18% | 90 |
|
|
2021
Q3 | $3.12M | Buy |
7,985
+141
| +2% | +$55.1K | 0.15% | 104 |
|
|
2021
Q2 | $3.14M | Buy |
7,844
+345
| +5% | +$138K | 0.15% | 105 |
|
|
2021
Q1 | $2.79M | Buy |
7,499
+3,321
| +79% | +$1.24M | 0.15% | 99 |
|
|
2020
Q4 | $1.47M | Buy |
4,178
+2,886
| +223% | +$1.01M | 0.09% | 116 |
|
|
2020
Q3 | $403K | Sell |
1,292
-101
| -7% | -$31.5K | 0.03% | 172 |
|
|
2020
Q2 | $411K | Buy |
1,393
+47
| +3% | +$13.9K | 0.03% | 163 |
|
|
2020
Q1 | $336K | Sell |
1,346
-14
| -1% | -$3.5K | 0.03% | 160 |
|
|
2019
Q4 | $400K | Buy |
+1,360
| New | +$400K | 0.03% | 172 |
|
|
2019
Q3 | – | Sell |
-962
| Closed | -$235K | – | 239 |
|
|
2019
Q2 | $235K | Sell |
962
-5
| -0.5% | -$1.22K | 0.02% | 210 |
|
|
2019
Q1 | $239K | Buy |
+967
| New | +$239K | 0.02% | 206 |
|