Heron Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.29M | Sell |
2,682
-1
| -0% | -$481 | 0.69% | 33 |
|
|
2023
Q1 | $1.27M | Buy |
+2,683
| New | +$1.27M | 0.7% | 31 |
|
|
2022
Q4 | – | Sell |
-2,838
| Closed | -$1.43M | – | 134 |
|
|
2022
Q3 | $1.43M | Buy |
2,838
+28
| +1% | +$14.1K | 0.89% | 26 |
|
|
2022
Q2 | $1.44M | Sell |
2,810
-141
| -5% | -$72.4K | 0.88% | 29 |
|
|
2022
Q1 | $1.51M | Sell |
2,951
-648
| -18% | -$330K | 0.78% | 31 |
|
|
2021
Q4 | $1.69M | Sell |
3,599
-49
| -1% | -$23K | 0.91% | 24 |
|
|
2021
Q3 | $1.43M | Buy |
3,648
+3
| +0.1% | +$1.17K | 0.79% | 28 |
|
|
2021
Q2 | $1.46M | Sell |
3,645
-77
| -2% | -$30.8K | 0.83% | 25 |
|
|
2021
Q1 | $1.37M | Buy |
3,722
+33
| +0.9% | +$12.1K | 0.83% | 27 |
|
|
2020
Q4 | $1.35M | Sell |
3,689
-75
| -2% | -$27.4K | 0.93% | 24 |
|
|
2020
Q3 | $1.2M | Sell |
3,764
-555
| -13% | -$177K | 0.96% | 26 |
|
|
2020
Q2 | $1.26M | Sell |
4,319
-36
| -0.8% | -$10.5K | 1.13% | 22 |
|
|
2020
Q1 | $1.18M | Sell |
4,355
-40
| -0.9% | -$10.8K | 1.21% | 20 |
|
|
2019
Q4 | $1.28M | Buy |
+4,395
| New | +$1.28M | 1.06% | 23 |
|