HoyleCohen’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $616K | Sell |
1,210
-73
| -6% | -$37.2K | 0.05% | 174 |
|
|
2024
Q1 | $635K | Buy |
1,283
+2
| +0.2% | +$989 | 0.05% | 185 |
|
|
2023
Q4 | $674K | Buy |
1,281
+4
| +0.3% | +$2.11K | 0.06% | 174 |
|
|
2023
Q3 | $643K | Buy |
1,277
+114
| +10% | +$57.4K | 0.06% | 164 |
|
|
2023
Q2 | $559K | Sell |
1,163
-24
| -2% | -$11.5K | 0.05% | 179 |
|
|
2023
Q1 | $561K | Buy |
1,187
+24
| +2% | +$11.3K | 0.05% | 175 |
|
|
2022
Q4 | $617K | Sell |
1,163
-179
| -13% | -$94.9K | 0.06% | 169 |
|
|
2022
Q3 | $678K | Sell |
1,342
-103
| -7% | -$52K | 0.07% | 152 |
|
|
2022
Q2 | $742K | Sell |
1,445
-51
| -3% | -$26.2K | 0.08% | 152 |
|
|
2022
Q1 | $763K | Buy |
1,496
+109
| +8% | +$55.6K | 0.07% | 161 |
|
|
2021
Q4 | $696K | Buy |
1,387
+189
| +16% | +$94.8K | 0.06% | 171 |
|
|
2021
Q3 | $468K | Hold |
1,198
| – | – | 0.04% | 189 |
|
|
2021
Q2 | $480 | Buy |
1,198
+49
| +4% | +$20 | 0.04% | 189 |
|
|
2021
Q1 | $428K | Buy |
1,149
+95
| +9% | +$35.4K | 0.04% | 188 |
|
|
2020
Q4 | $370K | Hold |
1,054
| – | – | 0.04% | 182 |
|
|
2020
Q3 | $329K | Buy |
1,054
+108
| +11% | +$33.7K | 0.05% | 166 |
|
|
2020
Q2 | $279K | Buy |
946
+24
| +3% | +$7.08K | 0.05% | 160 |
|
|
2020
Q1 | $230K | Buy |
+922
| New | +$230K | 0.05% | 163 |
|