Krilogy Financial’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 |
-4,486
| Closed | -$2.12M | – | 378 |
|
|
2023
Q1 | $2.12M | Buy |
4,486
+1,514
| +51% | +$715K | 0.18% | 105 |
|
|
2022
Q4 | $1.58M | Buy |
2,972
+1,274
| +75% | +$675K | 0.15% | 115 |
|
|
2022
Q3 | $857K | Sell |
1,698
-102
| -6% | -$51.5K | 0.1% | 141 |
|
|
2022
Q2 | $925K | Buy |
1,800
+466
| +35% | +$239K | 0.11% | 132 |
|
|
2022
Q1 | $680K | Sell |
1,334
-20
| -1% | -$10.2K | 0.07% | 168 |
|
|
2021
Q4 | $680K | Sell |
1,354
-300
| -18% | -$151K | 0.07% | 167 |
|
|
2021
Q3 | $646K | Buy |
1,654
+106
| +7% | +$41.4K | 0.06% | 168 |
|
|
2021
Q2 | $620K | Buy |
1,548
+38
| +3% | +$15.2K | 0.06% | 163 |
|
|
2021
Q1 | $562K | Buy |
1,510
+47
| +3% | +$17.5K | 0.06% | 163 |
|
|
2020
Q4 | $513K | Sell |
1,463
-97
| -6% | -$34K | 0.06% | 172 |
|
|
2020
Q3 | $486K | Buy |
1,560
+214
| +16% | +$66.7K | 0.07% | 163 |
|
|
2020
Q2 | $397K | Sell |
1,346
-2,516
| -65% | -$742K | 0.06% | 163 |
|
|
2020
Q1 | $963K | Buy |
3,862
+2,911
| +306% | +$726K | 0.18% | 76 |
|
|
2019
Q4 | $280K | Sell |
951
-213
| -18% | -$62.7K | 0.05% | 170 |
|
|
2019
Q3 | $253K | Buy |
1,164
+220
| +23% | +$47.8K | 0.05% | 159 |
|
|
2019
Q2 | $230K | Buy |
+944
| New | +$230K | 0.04% | 161 |
|
|
2018
Q4 | – | Sell |
-907
| Closed | -$241K | – | 653 |
|
|
2018
Q3 | $241K | Hold |
907
| – | – | 0.05% | 128 |
|
|
2018
Q2 | $223K | Buy |
907
+294
| +48% | +$72.3K | 0.06% | 132 |
|
|
2018
Q1 | $131K | Hold |
613
| – | – | 0.03% | 194 |
|
|
2017
Q4 | $135K | Sell |
613
-400
| -39% | -$88.1K | 0.03% | 186 |
|
|
2017
Q3 | $198K | Buy |
1,013
+438
| +76% | +$85.6K | 0.05% | 167 |
|
|
2017
Q2 | $107K | Sell |
575
-2,503
| -81% | -$466K | 0.03% | 206 |
|
|
2017
Q1 | $493K | Hold |
3,078
| – | – | 0.15% | 68 |
|
|
2016
Q4 | $493K | Hold |
3,078
| – | – | 0.15% | 68 |
|
|
2016
Q3 | $431K | Buy |
3,078
+1,993
| +184% | +$279K | 0.14% | 73 |
|
|
2016
Q2 | $153K | Hold |
1,085
| – | – | 0.05% | 149 |
|
|
2016
Q1 | $140K | Hold |
1,085
| – | – | 0.06% | 135 |
|
|
2015
Q4 | $128K | Hold |
1,085
| – | – | 0.12% | 76 |
|
|
2015
Q3 | $126K | Buy |
+1,085
| New | +$126K | 0.06% | 117 |
|