Leelyn Smith’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-317
| Closed | -$168K | – | 410 |
|
|
2022
Q4 | $168K | Buy |
317
+45
| +17% | +$23.9K | 0.05% | 116 |
|
|
2022
Q3 | $137K | Sell |
272
-228
| -46% | -$115K | 0.05% | 109 |
|
|
2022
Q2 | $257K | Sell |
500
-15
| -3% | -$7.71K | 0.07% | 111 |
|
|
2022
Q1 | $263K | Sell |
515
-7,299
| -93% | -$3.73M | 0.07% | 102 |
|
|
2021
Q4 | $3.92M | Sell |
7,814
-14
| -0.2% | -$7.03K | 1.05% | 21 |
|
|
2021
Q3 | $3.06M | Buy |
7,828
+642
| +9% | +$251K | 0.89% | 24 |
|
|
2021
Q2 | $2.88M | Sell |
7,186
-363
| -5% | -$145K | 0.85% | 30 |
|
|
2021
Q1 | $2.81M | Sell |
7,549
-10
| -0.1% | -$3.72K | 0.84% | 29 |
|
|
2020
Q4 | $2.65M | Buy |
7,559
+193
| +3% | +$67.7K | 0.85% | 28 |
|
|
2020
Q3 | $2.3M | Buy |
7,366
+301
| +4% | +$93.9K | 0.81% | 28 |
|
|
2020
Q2 | $2.08M | Buy |
7,065
+658
| +10% | +$194K | 0.86% | 25 |
|
|
2020
Q1 | $1.6M | Buy |
6,407
+1,549
| +32% | +$386K | 0.85% | 30 |
|
|
2019
Q4 | $1.43K | Buy |
+4,858
| New | +$1.43K | 0.69% | 40 |
|