Johanson Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $7.52M | Buy |
14,977
+460
| +3% | +$231K | 2.3% | 9 |
|
|
2021
Q3 | $5.67M | Buy |
14,517
+298
| +2% | +$116K | 1.95% | 15 |
|
|
2021
Q2 | $5.97M | Buy |
14,219
+628
| +5% | +$264K | 2.02% | 15 |
|
|
2021
Q1 | $5.11M | Buy |
13,591
+279
| +2% | +$105K | 1.86% | 18 |
|
|
2020
Q4 | $4.67M | Buy |
13,312
+407
| +3% | +$143K | 1.88% | 16 |
|
|
2020
Q3 | $4.11M | Buy |
12,905
+197
| +2% | +$62.7K | 1.84% | 16 |
|
|
2020
Q2 | $3.75M | Buy |
12,708
+445
| +4% | +$131K | 1.87% | 15 |
|
|
2020
Q1 | $3.06M | Sell |
12,263
-3,372,156
| -100% | -$842M | 1.76% | 19 |
|
|
2019
Q4 | $11.5M | Buy |
3,384,419
+3,372,763
| +28,936% | +$11.5M | 0.55% | 37 |
|
|
2019
Q3 | $2.53M | Buy |
11,656
+423
| +4% | +$91.9K | 1.32% | 26 |
|
|
2019
Q2 | $2.75M | Buy |
11,233
+307
| +3% | +$75.1K | 1.46% | 22 |
|
|
2019
Q1 | $2.71M | Buy |
10,926
+877
| +9% | +$217K | 1.52% | 20 |
|
|
2018
Q4 | $2.5M | Buy |
10,049
+617
| +7% | +$153K | 1.68% | 19 |
|
|
2018
Q3 | $2.51M | Buy |
9,432
+604
| +7% | +$160K | 1.45% | 21 |
|
|
2018
Q2 | $2.17M | Buy |
8,828
+415
| +5% | +$102K | 1.38% | 23 |
|
|
2018
Q1 | $1.8M | Buy |
8,413
+192
| +2% | +$41.1K | 1.19% | 26 |
|
|
2017
Q4 | $1.81M | Buy |
8,221
+1,118
| +16% | +$246K | 1.2% | 25 |
|
|
2017
Q3 | $1.39M | Buy |
7,103
+301
| +4% | +$58.9K | 1.02% | 27 |
|
|
2017
Q2 | $1.26M | Buy |
6,802
+285
| +4% | +$53K | 1.03% | 26 |
|
|
2017
Q1 | $1.07M | Buy |
+6,517
| New | +$1.07M | 0.94% | 29 |
|
|
2016
Q4 | – | Sell |
-5,457
| Closed | -$762K | – | 57 |
|
|
2016
Q3 | $762K | Buy |
5,457
+433
| +9% | +$60.5K | 0.82% | 33 |
|
|
2016
Q2 | $712K | Buy |
5,024
+624
| +14% | +$88.4K | 0.84% | 33 |
|
|
2016
Q1 | $563K | Buy |
4,400
+36
| +0.8% | +$4.61K | 0.69% | 39 |
|
|
2015
Q4 | $511K | Buy |
+4,364
| New | +$511K | 0.67% | 40 |
|