Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $958K | Hold |
2,575
| – | – | 0.67% | 37 |
|
|
2020
Q4 | $903K | Hold |
2,575
| – | – | 0.62% | 37 |
|
|
2020
Q3 | $803K | Hold |
2,575
| – | – | 0.59% | 37 |
|
|
2020
Q2 | $759K | Buy |
2,575
+35
| +1% | +$10.3K | 0.57% | 40 |
|
|
2020
Q1 | $633K | Buy |
2,540
+95
| +4% | +$23.7K | 0.55% | 41 |
|
|
2019
Q4 | $719K | Hold |
2,445
| – | – | 0.51% | 40 |
|
|
2019
Q3 | $531K | Hold |
2,445
| – | – | 0.39% | 42 |
|
|
2019
Q2 | $647K | Buy |
2,445
+1,080
| +79% | +$286K | 0.47% | 41 |
|
|
2019
Q1 | $338K | Buy |
1,365
+140
| +11% | +$34.7K | 0.26% | 48 |
|
|
2018
Q4 | $305K | Hold |
1,225
| – | – | 0.25% | 49 |
|
|
2018
Q3 | $314K | Buy |
1,225
+325
| +36% | +$83.3K | 0.25% | 49 |
|
|
2018
Q2 | $221K | Buy |
+900
| New | +$221K | 0.18% | 54 |
|