HM Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.59M | Buy |
7,112
+32
| +0.5% | +$16.8K | 2.15% | 8 |
|
|
2022
Q2 | $3.64M | Buy |
7,080
+37
| +0.5% | +$18.6K | 2.03% | 9 |
|
|
2022
Q1 | $3.59M | Buy |
7,043
+597
| +9% | +$288K | 1.31% | 14 |
|
|
2021
Q4 | $3.24M | Buy |
6,446
+67
| +1% | +$30.3K | 1.23% | 16 |
|
|
2021
Q3 | $2.49M | Buy |
6,379
+63
| +1% | +$26.1K | 1.08% | 15 |
|
|
2021
Q2 | $2.53M | Buy |
6,316
+231
| +4% | +$92.1K | 1.11% | 16 |
|
|
2021
Q1 | $2.26M | Buy |
6,085
+1
| +0% | +$347 | 1.05% | 16 |
|
|
2020
Q4 | $2.13M | Sell |
6,084
-2
| -0% | -$670 | 1.08% | 17 |
|
|
2020
Q3 | $1.9M | Buy |
6,086
+96
| +2% | +$29.5K | 1.15% | 13 |
|
|
2020
Q2 | $1.77M | Buy |
5,990
+251
| +4% | +$71.9K | 1.15% | 13 |
|
|
2020
Q1 | $1.43M | Buy |
5,739
+1,076
| +23% | +$296K | 1.05% | 14 |
|
|
2019
Q4 | $1.37M | Buy |
4,663
+182
| +4% | +$47.6K | 0.83% | 17 |
|
|
2019
Q3 | $974K | Buy |
4,481
+107
| +2% | +$25.8K | 0.62% | 18 |
|
|
2019
Q2 | $1.07M | Buy |
4,374
+891
| +26% | +$214K | 0.66% | 20 |
|
|
2019
Q1 | $861K | Buy |
3,483
+181
| +5% | +$46.2K | 0.63% | 18 |
|
|
2018
Q4 | $823K | Buy |
3,302
+200
| +6% | +$52.8K | 0.7% | 17 |
|
|
2018
Q3 | $825K | Buy |
3,102
+292
| +10% | +$76K | 0.63% | 19 |
|
|
2018
Q2 | $689K | Buy |
2,810
+176
| +7% | +$42.3K | 0.53% | 22 |
|
|
2018
Q1 | $564K | Sell |
2,634
-25
| -0.9% | -$5.71K | 0.45% | 24 |
|
|
2017
Q4 | $586K | Buy |
2,659
+78
| +3% | +$16.5K | 0.48% | 21 |
|
|
2017
Q3 | $506K | Sell |
2,581
-5
| -0.2% | -$966 | 0.45% | 21 |
|
|
2017
Q2 | $480K | Buy |
2,586
+423
| +20% | +$74.2K | 0.44% | 21 |
|
|
2017
Q1 | $355K | Sell |
2,163
-25
| -1% | -$4.09K | 0.34% | 26 |
|
|
2016
Q4 | $351K | Sell |
2,188
-1,456
| -40% | -$217K | 0.36% | 25 |
|
|
2016
Q3 | $508K | Sell |
3,644
-7
| -0.2% | -$980 | 0.51% | 20 |
|
|
2016
Q2 | $514K | Sell |
3,651
-60
| -2% | -$8K | 0.54% | 21 |
|
|
2016
Q1 | $476K | Sell |
3,711
-39
| -1% | -$4.61K | 0.53% | 20 |
|
|
2015
Q4 | $440K | Hold |
3,750
| – | – | 0.47% | 21 |
|
|
2015
Q3 | $433K | Sell |
3,750
-27
| -0.7% | -$3.23K | 0.48% | 20 |
|
|
2015
Q2 | $465K | Sell |
3,777
-14
| -0.4% | -$1.66K | 0.47% | 19 |
|
|
2015
Q1 | $447K | Sell |
3,791
-92
| -2% | -$10.2K | 0.46% | 20 |
|
|
2014
Q4 | $393K | Buy |
+3,883
| New | +$368K | 0.4% | 22 |
|
Other funds holding UNH
