Kessler Investment Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-510
| Closed | -$241K | – | 190 |
|
|
2023
Q1 | $241K | Buy |
510
+11
| +2% | +$5.2K | 0.16% | 62 |
|
|
2022
Q4 | $265K | Buy |
499
+3
| +0.6% | +$1.59K | 0.28% | 46 |
|
|
2022
Q3 | $250K | Buy |
496
+12
| +2% | +$6.05K | 0.21% | 47 |
|
|
2022
Q2 | $249K | Sell |
484
-127
| -21% | -$65.3K | 0.22% | 46 |
|
|
2022
Q1 | $312K | Sell |
611
-32
| -5% | -$16.3K | 0.18% | 59 |
|
|
2021
Q4 | $323K | Sell |
643
-476
| -43% | -$239K | 0.18% | 57 |
|
|
2021
Q3 | $437K | Sell |
1,119
-23
| -2% | -$8.98K | 0.31% | 49 |
|
|
2021
Q2 | $457K | Buy |
1,142
+910
| +392% | +$364K | 0.36% | 46 |
|
|
2021
Q1 | $86K | Sell |
232
-7
| -3% | -$2.6K | 0.11% | 47 |
|
|
2020
Q4 | $84K | Hold |
239
| – | – | 0.09% | 51 |
|
|
2020
Q3 | $75K | Sell |
239
-4
| -2% | -$1.26K | 0.08% | 53 |
|
|
2020
Q2 | $72K | Buy |
243
+7
| +3% | +$2.07K | 0.09% | 51 |
|
|
2020
Q1 | $59K | Buy |
236
+188
| +392% | +$47K | 0.08% | 52 |
|
|
2019
Q4 | $14K | Hold |
48
| – | – | 0.01% | 91 |
|
|
2019
Q3 | $10K | Sell |
48
-252
| -84% | -$52.5K | 0.01% | 87 |
|
|
2019
Q2 | $73K | Hold |
300
| – | – | 0.08% | 70 |
|
|
2019
Q1 | $74K | Buy |
300
+226
| +305% | +$55.7K | 0.07% | 67 |
|
|
2018
Q4 | $18K | Hold |
74
| – | – | 0.02% | 81 |
|
|
2018
Q3 | $20K | Hold |
74
| – | – | 0.02% | 102 |
|
|
2018
Q2 | $18K | Buy |
74
+26
| +54% | +$6.32K | 0.02% | 112 |
|
|
2018
Q1 | $10K | Hold |
48
| – | – | 0.01% | 89 |
|
|
2017
Q4 | $11K | Hold |
48
| – | – | 0.01% | 82 |
|
|
2017
Q3 | $9K | Buy |
+48
| New | +$9K | 0.01% | 79 |
|