Icon Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.1M | Sell |
12,106
-3,778
| -24% | -$1.9M | 0.69% | 27 |
|
|
2023
Q2 | $7.63M | Sell |
15,884
-351
| -2% | -$169K | 0.81% | 24 |
|
|
2023
Q1 | $7.67M | Buy |
+16,235
| New | +$7.67M | 0.84% | 21 |
|
|
2022
Q2 | $7.41M | Sell |
14,426
-1,237
| -8% | -$635K | 0.89% | 20 |
|
|
2022
Q1 | $7.99M | Buy |
15,663
+4,052
| +35% | +$2.07M | 0.79% | 24 |
|
|
2021
Q4 | $5.83M | Sell |
11,611
-3,860
| -25% | -$1.94M | 0.58% | 43 |
|
|
2021
Q3 | $6.05M | Buy |
15,471
+163
| +1% | +$63.7K | 0.64% | 35 |
|
|
2021
Q2 | $6.13M | Buy |
15,308
+721
| +5% | +$289K | 0.66% | 35 |
|
|
2021
Q1 | $5.43M | Buy |
14,587
+5,124
| +54% | +$1.91M | 0.68% | 34 |
|
|
2020
Q4 | $3.32M | Buy |
9,463
+1,188
| +14% | +$417K | 0.52% | 52 |
|
|
2020
Q3 | $2.58M | Buy |
8,275
+77
| +0.9% | +$24K | 0.5% | 55 |
|
|
2020
Q2 | $2.42M | Buy |
8,198
+3,646
| +80% | +$1.08M | 0.59% | 34 |
|
|
2020
Q1 | $1.14M | Sell |
4,552
-408
| -8% | -$102K | 0.45% | 33 |
|
|
2019
Q4 | $1.46M | Buy |
4,960
+183
| +4% | +$53.8K | 0.46% | 34 |
|
|
2019
Q3 | $1.04M | Sell |
4,777
-214
| -4% | -$46.5K | 0.36% | 42 |
|
|
2019
Q2 | $1.22M | Buy |
4,991
+361
| +8% | +$88.1K | 0.43% | 40 |
|
|
2019
Q1 | $1.15M | Sell |
4,630
-170
| -4% | -$42K | 0.43% | 39 |
|
|
2018
Q4 | $1.2M | Sell |
4,800
-167
| -3% | -$41.6K | 0.58% | 37 |
|
|
2018
Q3 | $1.32M | Buy |
4,967
+253
| +5% | +$67.3K | 0.55% | 35 |
|
|
2018
Q2 | $1.16M | Sell |
4,714
-246
| -5% | -$60.4K | 0.49% | 35 |
|
|
2018
Q1 | $1.06M | Sell |
4,960
-905
| -15% | -$194K | 0.57% | 38 |
|
|
2017
Q4 | $1.29M | Buy |
+5,865
| New | +$1.29M | 0.64% | 31 |
|