HighTower Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $15.8M | Buy |
34,426
+146
| +0.4% | +$67.2K | 1.55% | 8 |
|
|
2022
Q4 | $18.1M | Sell |
34,280
-756
| -2% | -$400K | 1.75% | 6 |
|
|
2022
Q3 | $17.7M | Buy |
+35,036
| New | +$17.7M | 1.95% | 6 |
|
|
2022
Q2 | – | Sell |
-33,958
| Closed | -$17.3M | – | 314 |
|
|
2022
Q1 | $17.3M | Buy |
33,958
+67
| +0.2% | +$34.2K | 1.65% | 10 |
|
|
2021
Q4 | $17M | Buy |
33,891
+430
| +1% | +$216K | 1.66% | 11 |
|
|
2021
Q3 | $13.1M | Buy |
33,461
+88
| +0.3% | +$34.4K | 1.61% | 12 |
|
|
2021
Q2 | $13.4M | Buy |
33,373
+22
| +0.1% | +$8.81K | 1.63% | 12 |
|
|
2021
Q1 | $12.4M | Buy |
33,351
+246
| +0.7% | +$91.5K | 1.66% | 12 |
|
|
2020
Q4 | $11.6M | Sell |
33,105
-60
| -0.2% | -$21K | 1.66% | 12 |
|
|
2020
Q3 | $10.3M | Buy |
33,165
+918
| +3% | +$286K | 1.63% | 14 |
|
|
2020
Q2 | $9.51M | Buy |
32,247
+4,506
| +16% | +$1.33M | 1.45% | 15 |
|
|
2020
Q1 | $6.92M | Buy |
27,741
+554
| +2% | +$138K | 1.2% | 19 |
|
|
2019
Q4 | $7.99M | Buy |
27,187
+650
| +2% | +$191K | 0.99% | 24 |
|
|
2019
Q3 | $5.77M | Buy |
26,537
+1,942
| +8% | +$422K | 0.73% | 29 |
|
|
2019
Q2 | $6M | Buy |
+24,595
| New | +$6M | 0.76% | 26 |
|