Intercontinental Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $610K | Hold |
1,270
| – | – | 0.15% | 159 |
|
|
2023
Q1 | $600K | Buy |
1,270
+30
| +2% | +$14.2K | 0.15% | 155 |
|
|
2022
Q4 | $657K | Hold |
1,240
| – | – | 0.2% | 119 |
|
|
2022
Q3 | $626K | Sell |
1,240
-73
| -6% | -$36.9K | 0.2% | 117 |
|
|
2022
Q2 | $674K | Buy |
1,313
+67
| +5% | +$34.4K | 0.18% | 114 |
|
|
2022
Q1 | $635K | Buy |
1,246
+351
| +39% | +$179K | 0.14% | 148 |
|
|
2021
Q4 | $449K | Buy |
895
+25
| +3% | +$12.5K | 0.09% | 200 |
|
|
2021
Q3 | $340K | Sell |
870
-202
| -19% | -$78.9K | 0.08% | 216 |
|
|
2021
Q2 | $429K | Buy |
1,072
+401
| +60% | +$160K | 0.09% | 191 |
|
|
2021
Q1 | $250K | Sell |
671
-19
| -3% | -$7.08K | 0.05% | 238 |
|
|
2020
Q4 | $242K | Buy |
+690
| New | +$242K | 0.06% | 221 |
|
|
2020
Q1 | – | Sell |
-184
| Closed | -$54K | – | 298 |
|
|
2019
Q4 | $54K | Sell |
184
-348
| -65% | -$102K | 0.05% | 178 |
|
|
2019
Q3 | $116K | Buy |
532
+80
| +18% | +$17.4K | 0.07% | 163 |
|
|
2019
Q2 | $110K | Hold |
452
| – | – | 0.06% | 162 |
|
|
2019
Q1 | $112K | Buy |
452
+1
| +0.2% | +$248 | 0.06% | 164 |
|
|
2018
Q4 | $112K | Buy |
+451
| New | +$112K | 0.06% | 157 |
|