KDI Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $15.3M | Sell |
39,239
-2,439
| -6% | -$953K | 5.29% | 6 |
|
|
2021
Q2 | $16.7M | Buy |
41,678
+3,567
| +9% | +$1.43M | 5.5% | 5 |
|
|
2021
Q1 | $14.2M | Buy |
38,111
+7,458
| +24% | +$2.77M | 5.51% | 4 |
|
|
2020
Q4 | $10.7M | Buy |
30,653
+5,446
| +22% | +$1.91M | 4.86% | 9 |
|
|
2020
Q3 | $7.86M | Sell |
25,207
-447
| -2% | -$139K | 3.92% | 16 |
|
|
2020
Q2 | $7.57M | Sell |
25,654
-10,084
| -28% | -$2.97M | 3.94% | 13 |
|
|
2020
Q1 | $8.91M | Sell |
35,738
-16,516
| -32% | -$4.12M | 4.03% | 13 |
|
|
2019
Q4 | $15.4M | Buy |
52,254
+2,331
| +5% | +$685K | 5.59% | 3 |
|
|
2019
Q3 | $10.8M | Sell |
49,923
-2,678
| -5% | -$582K | 4.24% | 12 |
|
|
2019
Q2 | $12.8M | Sell |
52,601
-5,481
| -9% | -$1.34M | 4.8% | 7 |
|
|
2019
Q1 | $14.4M | Buy |
58,082
+9,723
| +20% | +$2.4M | 5.06% | 4 |
|
|
2018
Q4 | $12M | Sell |
48,359
-5,737
| -11% | -$1.43M | 4.1% | 6 |
|
|
2018
Q3 | $14.4M | Buy |
54,096
+1,753
| +3% | +$466K | 4.57% | 1 |
|
|
2018
Q2 | $12.8M | Buy |
52,343
+1,708
| +3% | +$419K | 4.09% | 2 |
|
|
2018
Q1 | $10.8M | Buy |
50,635
+15,577
| +44% | +$3.33M | 3.54% | 3 |
|
|
2017
Q4 | $7.73M | Sell |
35,058
-1,380
| -4% | -$304K | 3.07% | 12 |
|
|
2017
Q3 | $7.14M | Sell |
36,438
-1,380
| -4% | -$270K | 2.38% | 20 |
|
|
2017
Q2 | $7.01M | Sell |
37,818
-1,647
| -4% | -$305K | 2.39% | 16 |
|
|
2017
Q1 | $6.47M | Buy |
39,465
+211
| +0.5% | +$34.6K | 2.22% | 21 |
|
|
2016
Q4 | $6.28M | Buy |
+39,254
| New | +$6.28M | 2.02% | 25 |
|