IFAM
Institutional & Family Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.51M | Sell |
8,851
-52
| -0.6% | -$26.5K | 0.69% | 46 |
|
|
2024
Q1 | $4.4M | Buy |
8,903
+182
| +2% | +$90K | 0.7% | 53 |
|
|
2023
Q4 | $4.59M | Sell |
8,721
-1,092
| -11% | -$575K | 0.76% | 34 |
|
|
2023
Q3 | $4.95M | Buy |
9,813
+25
| +0.3% | +$12.6K | 0.81% | 35 |
|
|
2023
Q2 | $4.7M | Buy |
9,788
+29
| +0.3% | +$13.9K | 0.77% | 43 |
|
|
2023
Q1 | $4.61M | Buy |
9,759
+165
| +2% | +$78K | 0.76% | 44 |
|
|
2022
Q4 | $5.09M | Buy |
9,594
+14
| +0.1% | +$7.42K | 0.84% | 29 |
|
|
2022
Q3 | $4.84M | Buy |
9,580
+115
| +1% | +$58.1K | 0.86% | 28 |
|
|
2022
Q2 | $4.86M | Buy |
9,465
+185
| +2% | +$95K | 0.84% | 27 |
|
|
2022
Q1 | $4.73M | Sell |
9,280
-62
| -0.7% | -$31.6K | 0.74% | 27 |
|
|
2021
Q4 | $4.69M | Sell |
9,342
-1,666
| -15% | -$837K | 0.73% | 29 |
|
|
2021
Q3 | $4.3M | Sell |
11,008
-231
| -2% | -$90.3K | 0.69% | 37 |
|
|
2021
Q2 | $4.5M | Buy |
11,239
+781
| +7% | +$313K | 0.74% | 27 |
|
|
2021
Q1 | $3.89M | Buy |
10,458
+676
| +7% | +$252K | 0.75% | 30 |
|
|
2020
Q4 | $3.43M | Sell |
9,782
-931
| -9% | -$326K | 0.72% | 34 |
|
|
2020
Q3 | $3.34M | Sell |
10,713
-3,062
| -22% | -$955K | 0.78% | 34 |
|
|
2020
Q2 | $4.06M | Sell |
13,775
-1,026
| -7% | -$303K | 0.84% | 23 |
|
|
2020
Q1 | $3.69M | Buy |
14,801
+1,645
| +13% | +$410K | 0.85% | 27 |
|
|
2019
Q4 | $3.87M | Sell |
13,156
-2,445
| -16% | -$719K | 0.82% | 29 |
|
|
2019
Q3 | $3.39M | Sell |
15,601
-357
| -2% | -$77.6K | 0.74% | 49 |
|
|
2019
Q2 | $3.89M | Buy |
15,958
+1,562
| +11% | +$381K | 0.84% | 30 |
|
|
2019
Q1 | $3.56M | Buy |
14,396
+235
| +2% | +$58.1K | 0.75% | 37 |
|
|
2018
Q4 | $3.53M | Sell |
14,161
-1,019
| -7% | -$254K | 0.79% | 30 |
|
|
2018
Q3 | $4.04M | Sell |
15,180
-47
| -0.3% | -$12.5K | 0.8% | 31 |
|
|
2018
Q2 | $3.74M | Sell |
15,227
-1,291
| -8% | -$317K | 0.78% | 28 |
|
|
2018
Q1 | $3.54M | Sell |
16,518
-4,949
| -23% | -$1.06M | 0.75% | 39 |
|
|
2017
Q4 | $4.73M | Buy |
21,467
+2,121
| +11% | +$468K | 0.91% | 27 |
|
|
2017
Q3 | $3.79M | Buy |
19,346
+857
| +5% | +$168K | 0.76% | 46 |
|
|
2017
Q2 | $3.43M | Sell |
18,489
-998
| -5% | -$185K | 0.84% | 49 |
|
|
2017
Q1 | $3.2M | Buy |
+19,487
| New | +$3.2M | 0.99% | 57 |
|