Kistler-Tiffany Companies’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.64M | Buy |
3,422
+22
| +0.6% | +$10.8K | 0.27% | 72 |
|
|
2023
Q1 | $1.61M | Sell |
3,400
-29
| -0.8% | -$14K | 0.31% | 62 |
|
|
2022
Q4 | $1.82M | Sell |
3,429
-150
| -4% | -$79.5K | 0.37% | 58 |
|
|
2022
Q3 | $1.81M | Sell |
3,579
-145
| -4% | -$76.2K | 0.41% | 44 |
|
|
2022
Q2 | $1.91M | Sell |
3,724
-434
| -10% | -$218K | 0.42% | 43 |
|
|
2022
Q1 | $2.12M | Sell |
4,158
-179
| -4% | -$86.3K | 0.4% | 46 |
|
|
2021
Q4 | $2.18M | Sell |
4,337
-87
| -2% | -$39.4K | 0.43% | 42 |
|
|
2021
Q3 | $1.73M | Sell |
4,424
-386
| -8% | -$160K | 0.39% | 47 |
|
|
2021
Q2 | $1.93M | Sell |
4,810
-277
| -5% | -$110K | 0.44% | 42 |
|
|
2021
Q1 | $1.89M | Buy |
5,087
+239
| +5% | +$82.8K | 0.49% | 39 |
|
|
2020
Q4 | $1.7M | Buy |
4,848
+9
| +0.2% | +$3.02K | 0.48% | 37 |
|
|
2020
Q3 | $1.51M | Buy |
4,839
+54
| +1% | +$16.6K | 0.48% | 37 |
|
|
2020
Q2 | $1.41M | Buy |
4,785
+215
| +5% | +$61.6K | 0.5% | 34 |
|
|
2020
Q1 | $1.34M | Hold |
4,570
| – | – | 0.48% | 39 |
|
|
2019
Q4 | $1.34M | Buy |
4,570
+94
| +2% | +$24.6K | 0.47% | 40 |
|
|
2019
Q3 | $973K | Buy |
4,476
+1,522
| +52% | +$367K | 0.37% | 48 |
|
|
2019
Q2 | $721K | Buy |
2,954
+632
| +27% | +$152K | 0.27% | 57 |
|
|
2019
Q1 | $574K | Sell |
2,322
-12
| -0.5% | -$3.06K | 0.24% | 66 |
|
|
2018
Q4 | $582K | Sell |
2,334
-48
| -2% | -$12.7K | 0.27% | 60 |
|
|
2018
Q3 | $634K | Sell |
2,382
-76
| -3% | -$19.8K | 0.26% | 65 |
|
|
2018
Q2 | $603K | Sell |
2,458
-301
| -11% | -$72.3K | 0.27% | 68 |
|
|
2018
Q1 | $590K | Buy |
2,759
+74
| +3% | +$16.9K | 0.24% | 74 |
|
|
2017
Q4 | $592K | Buy |
2,685
+1
| +0% | +$212 | 0.23% | 78 |
|
|
2017
Q3 | $526K | Buy |
2,684
+167
| +7% | +$32.3K | 0.22% | 76 |
|
|
2017
Q2 | $467K | Sell |
2,517
-1,049
| -29% | -$184K | 0.21% | 78 |
|
|
2017
Q1 | $585K | Buy |
3,566
+176
| +5% | +$28.8K | 0.28% | 59 |
|
|
2016
Q4 | $543K | Sell |
3,390
-198
| -6% | -$29.6K | 0.27% | 60 |
|
|
2016
Q3 | $502K | Sell |
3,588
-29
| -0.8% | -$4.06K | 0.25% | 65 |
|
|
2016
Q2 | $511K | Buy |
3,617
+149
| +4% | +$19.9K | 0.26% | 59 |
|
|
2016
Q1 | $447K | Buy |
3,468
+81
| +2% | +$9.58K | 0.25% | 65 |
|
|
2015
Q4 | $398K | Buy |
3,387
+454
| +15% | +$53.1K | 0.22% | 72 |
|
|
2015
Q3 | $340K | Buy |
2,933
+747
| +34% | +$89.4K | 0.2% | 75 |
|
|
2015
Q2 | $267K | Buy |
2,186
+12
| +0.6% | +$1.42K | 0.16% | 97 |
|
|
2015
Q1 | $257K | Hold |
2,174
| – | – | 0.16% | 88 |
|
|
2014
Q4 | $220K | Hold |
2,174
| – | – | 0.14% | 102 |
|
|
2014
Q3 | $188K | Hold |
2,174
| – | – | 0.13% | 110 |
|
|
2014
Q2 | $178K | Hold |
2,174
| – | – | 0.13% | 108 |
|
|
2014
Q1 | $178K | Buy |
2,174
+381
| +21% | +$28.7K | 0.13% | 101 |
|
|
2013
Q4 | $135K | Buy |
1,793
+283
| +19% | +$20.3K | 0.1% | 130 |
|
|
2013
Q3 | $108K | Buy |
1,510
+390
| +35% | +$27.9K | 0.09% | 145 |
|
|
2013
Q2 | $73K | Buy |
+1,120
| New | +$69.7K | 0.06% | 173 |
|
Other funds holding UNH
Kistler-Tiffany Companies's UNH Position: Q2 2023 in Review
Kistler-Tiffany Companies increased its UnitedHealth (UNH) stake by 0.65% in Q2 2023, buying an estimated $10.8K and bringing the position to 3,422 shares worth $1.64M. The position accounts for 0.27% of the portfolio, ranked #72.
Kistler-Tiffany Companies first reported a position in UNH in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.18M in Q4 2021. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.
- Kistler-Tiffany Companies held 3,422 shares of UnitedHealth worth $1.64M as of Q2 2023.
- Kistler-Tiffany Companies bought 22 UnitedHealth shares in Q2 2023, an estimated $10.8K.
- UnitedHealth made up 0.27% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #72 holding.
- Kistler-Tiffany Companies first reported a position in UnitedHealth in Q2 2013 and has held it in 41 quarters since.
- Kistler-Tiffany Companies's UnitedHealth position peaked at $2.18M in Q4 2021.
- 3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.
Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.