Highland Private Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,193
| Closed | -$3.13M | – | 154 |
|
|
2022
Q3 | $3.13M | Buy |
6,193
+339
| +6% | +$171K | 0.5% | 28 |
|
|
2022
Q2 | $3.01M | Buy |
5,854
+584
| +11% | +$300K | 0.46% | 28 |
|
|
2022
Q1 | $2.69M | Buy |
5,270
+64
| +1% | +$32.6K | 0.36% | 35 |
|
|
2021
Q4 | $2.61M | Buy |
5,206
+112
| +2% | +$56.2K | 0.33% | 35 |
|
|
2021
Q3 | $1.99M | Sell |
5,094
-5
| -0.1% | -$1.95K | 0.28% | 39 |
|
|
2021
Q2 | $2.04M | Buy |
5,099
+365
| +8% | +$146K | 0.3% | 39 |
|
|
2021
Q1 | $1.76M | Sell |
4,734
-9
| -0.2% | -$3.35K | 0.29% | 39 |
|
|
2020
Q4 | $1.66M | Sell |
4,743
-10
| -0.2% | -$3.51K | 0.29% | 38 |
|
|
2020
Q3 | $1.48M | Sell |
4,753
-57
| -1% | -$17.8K | 0.29% | 36 |
|
|
2020
Q2 | $1.42M | Buy |
4,810
+734
| +18% | +$216K | 0.31% | 36 |
|
|
2020
Q1 | $1.02M | Buy |
4,076
+578
| +17% | +$144K | 0.28% | 38 |
|
|
2019
Q4 | $1.03M | Sell |
3,498
-1,135
| -24% | -$334K | 0.25% | 40 |
|
|
2019
Q3 | $1.01M | Buy |
4,633
+294
| +7% | +$63.9K | 0.28% | 38 |
|
|
2019
Q2 | $1.06M | Buy |
4,339
+1,316
| +44% | +$321K | 0.3% | 36 |
|
|
2019
Q1 | $747K | Sell |
3,023
-79
| -3% | -$19.5K | 0.23% | 41 |
|
|
2018
Q4 | $772K | Sell |
3,102
-20
| -0.6% | -$4.98K | 0.29% | 32 |
|
|
2018
Q3 | $831K | Buy |
3,122
+14
| +0.5% | +$3.73K | 0.28% | 32 |
|
|
2018
Q2 | $763K | Buy |
3,108
+292
| +10% | +$71.7K | 0.27% | 33 |
|
|
2018
Q1 | $603K | Sell |
2,816
-446
| -14% | -$95.5K | 0.37% | 66 |
|
|
2017
Q4 | $719K | Buy |
3,262
+53
| +2% | +$11.7K | 0.29% | 32 |
|
|
2017
Q3 | $629K | Buy |
3,209
+10
| +0.3% | +$1.96K | 0.27% | 34 |
|
|
2017
Q2 | $593K | Buy |
3,199
+13
| +0.4% | +$2.41K | 0.28% | 32 |
|
|
2017
Q1 | $523K | Sell |
3,186
-622
| -16% | -$102K | 0.27% | 34 |
|
|
2016
Q4 | $610K | Buy |
+3,808
| New | +$610K | 0.31% | 32 |
|