Hoover Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.5M | Buy |
3,734
+51
| +1% | +$20.4K | 0.27% | 43 |
|
|
2021
Q1 | $1.52M | Sell |
3,683
-36
| -1% | -$14.8K | 0.28% | 41 |
|
|
2020
Q4 | $1.3M | Buy |
3,719
+2,861
| +333% | +$1M | 0.33% | 32 |
|
|
2020
Q3 | $267K | Hold |
858
| – | – | 0.09% | 76 |
|
|
2020
Q2 | $253K | Buy |
858
+50
| +6% | +$14.7K | 0.1% | 79 |
|
|
2020
Q1 | $201K | Sell |
808
-100
| -11% | -$24.9K | 0.11% | 78 |
|
|
2019
Q4 | $267K | Buy |
+908
| New | +$267K | 0.13% | 73 |
|
|
2019
Q3 | – | Sell |
-823
| Closed | -$201K | – | 64 |
|
|
2019
Q2 | $201K | Sell |
823
-100
| -11% | -$24.4K | 0.18% | 59 |
|
|
2019
Q1 | $228K | Hold |
923
| – | – | 0.22% | 54 |
|
|
2018
Q4 | $230K | Buy |
+923
| New | +$230K | 0.25% | 54 |
|