Meristem Family Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6.46M | Sell |
12,665
-47,570
| -79% | -$24.3M | 0.7% | 17 |
|
|
2021
Q4 | $30.2M | Buy |
60,235
+399
| +0.7% | +$200K | 2.59% | 6 |
|
|
2021
Q3 | $23.4M | Buy |
59,836
+54,091
| +942% | +$21.1M | 2.25% | 6 |
|
|
2021
Q2 | $2.3M | Buy |
5,745
+1,248
| +28% | +$500K | 0.36% | 35 |
|
|
2021
Q1 | $1.67M | Buy |
4,497
+300
| +7% | +$112K | 0.34% | 38 |
|
|
2020
Q4 | $1.47M | Sell |
4,197
-387
| -8% | -$136K | 0.31% | 40 |
|
|
2020
Q3 | $1.43M | Sell |
4,584
-227
| -5% | -$70.8K | 0.37% | 42 |
|
|
2020
Q2 | $1.42M | Sell |
4,811
-777
| -14% | -$229K | 0.39% | 39 |
|
|
2020
Q1 | $1.39M | Buy |
5,588
+912
| +20% | +$228K | 0.43% | 39 |
|
|
2019
Q4 | $1.38M | Buy |
4,676
+1,155
| +33% | +$340K | 0.34% | 45 |
|
|
2019
Q3 | $765K | Sell |
3,521
-1,662
| -32% | -$361K | 0.21% | 67 |
|
|
2019
Q2 | $1.27M | Buy |
5,183
+2,400
| +86% | +$586K | 0.39% | 43 |
|
|
2019
Q1 | $688K | Sell |
2,783
-25
| -0.9% | -$6.18K | 0.23% | 59 |
|
|
2018
Q4 | $700K | Sell |
2,808
-105
| -4% | -$26.2K | 0.26% | 53 |
|
|
2018
Q3 | $775K | Buy |
2,913
+126
| +5% | +$33.5K | 0.27% | 45 |
|
|
2018
Q2 | $684K | Buy |
2,787
+925
| +50% | +$227K | 0.24% | 52 |
|
|
2018
Q1 | $398K | Hold |
1,862
| – | – | 0.14% | 82 |
|
|
2017
Q4 | $410K | Buy |
1,862
+77
| +4% | +$17K | 0.15% | 75 |
|
|
2017
Q3 | $350K | Hold |
1,785
| – | – | 0.14% | 78 |
|
|
2017
Q2 | $331K | Hold |
1,785
| – | – | 0.14% | 78 |
|
|
2017
Q1 | $293K | Buy |
1,785
+34
| +2% | +$5.58K | 0.12% | 85 |
|
|
2016
Q4 | $280K | Sell |
1,751
-427
| -20% | -$68.3K | 0.11% | 86 |
|
|
2016
Q3 | $305K | Buy |
2,178
+48
| +2% | +$6.72K | 0.13% | 85 |
|
|
2016
Q2 | $301K | Sell |
2,130
-284
| -12% | -$40.1K | 0.13% | 77 |
|
|
2016
Q1 | $311K | Sell |
2,414
-10
| -0.4% | -$1.29K | 0.14% | 83 |
|
|
2015
Q4 | $285K | Buy |
+2,424
| New | +$285K | 0.11% | 91 |
|
|
2015
Q3 | – | Sell |
-2,424
| Closed | -$296K | – | 98 |
|
|
2015
Q2 | $296K | Buy |
2,424
+415
| +21% | +$50.7K | 0.13% | 83 |
|
|
2015
Q1 | $238K | Buy |
+2,009
| New | +$238K | 0.1% | 101 |
|