Laurel Wealth Advisors (California)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.54M | Sell |
6,682
-101
| -1% | -$53.6K | 0.35% | 66 |
|
|
2022
Q3 | $3.43M | Buy |
6,783
+77
| +1% | +$38.9K | 0.37% | 73 |
|
|
2022
Q2 | $3.44M | Sell |
6,706
-611
| -8% | -$314K | 0.35% | 74 |
|
|
2022
Q1 | $3.73M | Sell |
7,317
-505
| -6% | -$258K | 0.31% | 76 |
|
|
2021
Q4 | $3.93M | Buy |
7,822
+5,654
| +261% | +$2.84M | 0.3% | 81 |
|
|
2021
Q3 | $847K | Sell |
2,168
-581
| -21% | -$227K | 0.16% | 160 |
|
|
2021
Q2 | $1.1M | Buy |
2,749
+394
| +17% | +$158K | 0.14% | 162 |
|
|
2021
Q1 | $876K | Sell |
2,355
-1,001
| -30% | -$372K | 0.13% | 174 |
|
|
2020
Q4 | $1.18M | Sell |
3,356
-78
| -2% | -$27.4K | 0.17% | 135 |
|
|
2020
Q3 | $1.07M | Buy |
3,434
+70
| +2% | +$21.8K | 0.18% | 131 |
|
|
2020
Q2 | $992K | Buy |
3,364
+195
| +6% | +$57.5K | 0.18% | 130 |
|
|
2020
Q1 | $790K | Sell |
3,169
-308
| -9% | -$76.8K | 0.18% | 141 |
|
|
2019
Q4 | $1.02M | Sell |
3,477
-575
| -14% | -$169K | 0.17% | 145 |
|
|
2019
Q3 | $881K | Buy |
4,052
+530
| +15% | +$115K | 0.15% | 165 |
|
|
2019
Q2 | $860K | Sell |
3,522
-321
| -8% | -$78.4K | 0.19% | 136 |
|
|
2019
Q1 | $950K | Buy |
3,843
+640
| +20% | +$158K | 0.23% | 114 |
|
|
2018
Q4 | $797K | Sell |
3,203
-59
| -2% | -$14.7K | 0.23% | 109 |
|
|
2018
Q3 | $867K | Buy |
+3,262
| New | +$867K | 0.21% | 115 |
|
|
2018
Q1 | – | Sell |
-3,233
| Closed | -$712K | – | 379 |
|
|
2017
Q4 | $712K | Buy |
3,233
+793
| +33% | +$175K | 0.2% | 114 |
|
|
2017
Q3 | $477K | Sell |
2,440
-180
| -7% | -$35.2K | 0.16% | 151 |
|
|
2017
Q2 | $485K | Sell |
2,620
-95
| -3% | -$17.6K | 0.17% | 150 |
|
|
2017
Q1 | $445K | Buy |
2,715
+270
| +11% | +$44.3K | 0.17% | 149 |
|
|
2016
Q4 | $391K | Buy |
2,445
+423
| +21% | +$67.6K | 0.17% | 146 |
|
|
2016
Q3 | $283K | Buy |
2,022
+101
| +5% | +$14.1K | 0.13% | 179 |
|
|
2016
Q2 | $271K | Sell |
1,921
-312
| -14% | -$44K | 0.13% | 184 |
|
|
2016
Q1 | $288K | Sell |
2,233
-310
| -12% | -$40K | 0.14% | 178 |
|
|
2015
Q4 | $299K | Buy |
+2,543
| New | +$299K | 0.15% | 173 |
|