Hotaling Investment 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 | $6.32M | Buy |
11,915
+105
| +0.9% | +$55.7K | 2.86% | 5 |
|
|
2022
Q3 | $5.96M | Sell |
11,810
-2,076
| -15% | -$1.05M | 2.86% | 6 |
|
|
2022
Q2 | $7.13M | Buy |
13,886
+596
| +4% | +$306K | 3.1% | 6 |
|
|
2022
Q1 | $6.78M | Buy |
13,290
+80
| +0.6% | +$40.8K | 2.6% | 6 |
|
|
2021
Q4 | $6.63M | Buy |
13,210
+152
| +1% | +$76.3K | 2.3% | 7 |
|
|
2021
Q3 | $5.1M | Buy |
13,058
+158
| +1% | +$61.7K | 2.12% | 7 |
|
|
2021
Q2 | $5.17M | Sell |
12,900
-78
| -0.6% | -$31.2K | 2.1% | 6 |
|
|
2021
Q1 | $4.83M | Buy |
12,978
+102
| +0.8% | +$38K | 2.17% | 8 |
|
|
2020
Q4 | $4.52M | Buy |
12,876
+33
| +0.3% | +$11.6K | 2.11% | 9 |
|
|
2020
Q3 | $4M | Buy |
12,843
+214
| +2% | +$66.7K | 2.16% | 8 |
|
|
2020
Q2 | $3.73M | Buy |
12,629
+139
| +1% | +$41K | 2.15% | 9 |
|
|
2020
Q1 | $3.12M | Buy |
12,490
+4,861
| +64% | +$1.21M | 2.32% | 9 |
|
|
2019
Q4 | $2.24M | Sell |
7,629
-111
| -1% | -$32.6K | 1.29% | 24 |
|
|
2019
Q3 | $1.68M | Buy |
7,740
+11
| +0.1% | +$2.39K | 1.08% | 33 |
|
|
2019
Q2 | $1.89M | Buy |
7,729
+311
| +4% | +$75.9K | 1.21% | 25 |
|
|
2019
Q1 | $1.83M | Buy |
7,418
+175
| +2% | +$43.3K | 1.24% | 24 |
|
|
2018
Q4 | $1.8M | Buy |
+7,243
| New | +$1.8M | 1.47% | 23 |
|