Intersect Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.41M | Buy |
4,695
+876
| +23% | +$450K | 0.73% | 25 |
|
|
2022
Q1 | $1.95M | Buy |
3,819
+439
| +13% | +$224K | 0.37% | 53 |
|
|
2021
Q4 | $1.7M | Sell |
3,380
-246
| -7% | -$124K | 0.31% | 64 |
|
|
2021
Q3 | $1.42M | Buy |
3,626
+108
| +3% | +$42.2K | 0.24% | 77 |
|
|
2021
Q2 | $1.41M | Buy |
3,518
+345
| +11% | +$138K | 0.25% | 79 |
|
|
2021
Q1 | $1.18M | Sell |
3,173
-190
| -6% | -$70.7K | 0.24% | 80 |
|
|
2020
Q4 | $1.18M | Buy |
3,363
+490
| +17% | +$172K | 0.26% | 73 |
|
|
2020
Q3 | $896K | Buy |
2,873
+547
| +24% | +$171K | 0.24% | 77 |
|
|
2020
Q2 | $686K | Buy |
2,326
+192
| +9% | +$56.6K | 0.22% | 75 |
|
|
2020
Q1 | $532K | Buy |
2,134
+437
| +26% | +$109K | 0.21% | 86 |
|
|
2019
Q4 | $499K | Buy |
1,697
+266
| +19% | +$78.2K | 0.17% | 99 |
|
|
2019
Q3 | $311K | Buy |
1,431
+14
| +1% | +$3.04K | 0.12% | 127 |
|
|
2019
Q2 | $346K | Sell |
1,417
-378
| -21% | -$92.3K | 0.13% | 121 |
|
|
2019
Q1 | $444K | Buy |
+1,795
| New | +$444K | 0.19% | 86 |
|
|
2018
Q3 | – | Sell |
-952
| Closed | -$234K | – | 132 |
|
|
2018
Q2 | $234K | Hold |
952
| – | – | 0.11% | 111 |
|
|
2018
Q1 | $204K | Buy |
+952
| New | +$204K | 0.11% | 116 |
|
|
2015
Q2 | – | Sell |
-164
| Closed | -$18K | – | 350 |
|
|
2015
Q1 | $18K | Hold |
164
| – | – | 0.01% | 283 |
|
|
2014
Q4 | $17K | Buy |
+164
| New | +$17K | 0.01% | 293 |
|