Halpern Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $62.8K | Buy |
106
+6
| +6% | +$3.55K | 0.02% | 86 |
|
|
2024
Q2 | $50.9K | Sell |
100
-50
| -33% | -$25.5K | 0.01% | 92 |
|
|
2024
Q1 | $69K | Sell |
150
-35
| -19% | -$16.1K | 0.02% | 83 |
|
|
2023
Q4 | $100K | Sell |
185
-31
| -14% | -$16.8K | 0.03% | 70 |
|
|
2023
Q3 | $109K | Buy |
216
+89
| +70% | +$44.9K | 0.04% | 59 |
|
|
2023
Q2 | $61K | Buy |
127
+27
| +27% | +$13K | 0.02% | 74 |
|
|
2023
Q1 | $47.3K | Hold |
100
| – | – | 0.02% | 80 |
|
|
2022
Q4 | $53K | Hold |
100
| – | – | 0.02% | 80 |
|
|
2022
Q3 | $50.5K | Sell |
100
-22
| -18% | -$11.1K | 0.02% | 79 |
|
|
2022
Q2 | $62.7K | Sell |
122
-3
| -2% | -$1.54K | 0.02% | 79 |
|
|
2022
Q1 | $63.7K | Sell |
125
-73
| -37% | -$37.2K | 0.02% | 89 |
|
|
2021
Q4 | $99.4K | Buy |
198
+125
| +171% | +$62.8K | 0.04% | 58 |
|
|
2021
Q3 | $28.5K | Hold |
73
| – | – | 0.01% | 98 |
|
|
2021
Q2 | $29.2K | Hold |
73
| – | – | 0.01% | 89 |
|
|
2021
Q1 | $27.2K | Sell |
73
-6
| -8% | -$2.23K | 0.01% | 83 |
|
|
2020
Q4 | $27.7K | Hold |
79
| – | – | 0.01% | 71 |
|
|
2020
Q3 | $24.6K | Hold |
79
| – | – | 0.01% | 69 |
|
|
2020
Q2 | $23.3K | Buy |
79
+40
| +103% | +$11.8K | 0.02% | 68 |
|
|
2020
Q1 | $9.73K | Hold |
39
| – | – | 0.01% | 87 |
|
|
2019
Q4 | $11.5K | Buy |
+39
| New | +$11.5K | 0.01% | 108 |
|