Madison Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.03M | Buy |
13,938
+61
| +0.4% | +$30.8K | 1.48% | 15 |
|
|
2023
Q2 | $6.67M | Buy |
13,877
+58
| +0.4% | +$27.9K | 1.35% | 18 |
|
|
2023
Q1 | $6.53M | Sell |
13,819
-123
| -0.9% | -$58.1K | 1.41% | 19 |
|
|
2022
Q4 | $7.39M | Sell |
13,942
-62
| -0.4% | -$32.9K | 1.69% | 11 |
|
|
2022
Q3 | $7.07M | Buy |
14,004
+368
| +3% | +$186K | 1.74% | 13 |
|
|
2022
Q2 | $7M | Sell |
13,636
-120
| -0.9% | -$61.6K | 1.7% | 12 |
|
|
2022
Q1 | $7.02M | Sell |
13,756
-80
| -0.6% | -$40.8K | 1.47% | 19 |
|
|
2021
Q4 | $6.95M | Buy |
13,836
+85
| +0.6% | +$42.7K | 1.39% | 21 |
|
|
2021
Q3 | $5.37M | Buy |
13,751
+127
| +0.9% | +$49.6K | 1.17% | 22 |
|
|
2021
Q2 | $5.46M | Buy |
13,624
+253
| +2% | +$101K | 1.2% | 22 |
|
|
2021
Q1 | $4.98M | Buy |
13,371
+335
| +3% | +$125K | 1.22% | 22 |
|
|
2020
Q4 | $4.57M | Buy |
13,036
+169
| +1% | +$59.3K | 1.21% | 21 |
|
|
2020
Q3 | $4.01M | Sell |
12,867
-195
| -1% | -$60.8K | 1.2% | 22 |
|
|
2020
Q2 | $3.85M | Sell |
13,062
-426
| -3% | -$126K | 1.27% | 24 |
|
|
2020
Q1 | $3.36M | Sell |
13,488
-255
| -2% | -$63.6K | 1.35% | 23 |
|
|
2019
Q4 | $4.04M | Buy |
+13,743
| New | +$4.04M | 1.16% | 28 |
|