Homrich & Berg’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8.96M | Buy |
22,940
+1,250
| +6% | +$488K | 0.2% | 41 |
|
|
2021
Q2 | $8.69M | Buy |
21,690
+1,532
| +8% | +$613K | 0.2% | 41 |
|
|
2021
Q1 | $7.5M | Buy |
20,158
+1,188
| +6% | +$442K | 0.19% | 43 |
|
|
2020
Q4 | $6.65M | Buy |
18,970
+2,213
| +13% | +$776K | 0.19% | 45 |
|
|
2020
Q3 | $5.22M | Buy |
16,757
+1,406
| +9% | +$438K | 0.18% | 45 |
|
|
2020
Q2 | $4.53M | Buy |
15,351
+1,439
| +10% | +$424K | 0.18% | 42 |
|
|
2020
Q1 | $3.47M | Buy |
13,912
+4,919
| +55% | +$1.23M | 0.2% | 45 |
|
|
2019
Q4 | $2.64M | Buy |
8,993
+587
| +7% | +$173K | 0.12% | 65 |
|
|
2019
Q3 | $1.83M | Sell |
8,406
-115
| -1% | -$25K | 0.09% | 88 |
|
|
2019
Q2 | $2.08M | Buy |
8,521
+564
| +7% | +$138K | 0.11% | 71 |
|
|
2019
Q1 | $1.97M | Buy |
7,957
+230
| +3% | +$56.9K | 0.1% | 70 |
|
|
2018
Q4 | $1.93M | Buy |
7,727
+267
| +4% | +$66.5K | 0.11% | 67 |
|
|
2018
Q3 | $1.99M | Buy |
7,460
+257
| +4% | +$68.4K | 0.12% | 70 |
|
|
2018
Q2 | $1.77M | Sell |
7,203
-232
| -3% | -$56.9K | 0.13% | 66 |
|
|
2018
Q1 | $1.59M | Buy |
7,435
+224
| +3% | +$47.9K | 0.11% | 95 |
|
|
2017
Q4 | $1.59M | Buy |
7,211
+1,414
| +24% | +$312K | 0.11% | 94 |
|
|
2017
Q3 | $1.14M | Sell |
5,797
-21
| -0.4% | -$4.11K | 0.09% | 109 |
|
|
2017
Q2 | $1.08M | Sell |
5,818
-468
| -7% | -$86.8K | 0.09% | 95 |
|
|
2017
Q1 | $1.03M | Buy |
6,286
+4,016
| +177% | +$659K | 0.09% | 95 |
|
|
2016
Q4 | $363K | Buy |
2,270
+839
| +59% | +$134K | 0.03% | 189 |
|
|
2016
Q3 | $200K | Buy |
+1,431
| New | +$200K | 0.02% | 264 |
|
|
2015
Q4 | – | Sell |
-3,119
| Closed | -$362K | – | 274 |
|
|
2015
Q3 | $362K | Buy |
3,119
+750
| +32% | +$87K | 0.04% | 176 |
|
|
2015
Q2 | $289K | Sell |
2,369
-79
| -3% | -$9.64K | 0.03% | 207 |
|
|
2015
Q1 | $290K | Sell |
2,448
-506
| -17% | -$59.9K | 0.03% | 192 |
|
|
2014
Q4 | $299K | Sell |
2,954
-5,980
| -67% | -$605K | 0.03% | 186 |
|
|
2014
Q3 | $771K | Buy |
8,934
+5,858
| +190% | +$506K | 0.08% | 106 |
|
|
2014
Q2 | $251K | Buy |
3,076
+170
| +6% | +$13.9K | 0.03% | 181 |
|
|
2014
Q1 | $238K | Sell |
2,906
-215
| -7% | -$17.6K | 0.03% | 184 |
|
|
2013
Q4 | $235K | Buy |
+3,121
| New | +$235K | 0.03% | 177 |
|