Morris Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.88M | Sell |
9,656
-119
| -1% | -$60.1K | 4.6% | 3 |
|
|
2022
Q2 | $5.02M | Buy |
9,775
+166
| +2% | +$85.3K | 4.48% | 3 |
|
|
2022
Q1 | $4.9M | Sell |
9,609
-243
| -2% | -$124K | 3.8% | 5 |
|
|
2021
Q4 | $4.95M | Sell |
9,852
-120
| -1% | -$60.3K | 3.64% | 8 |
|
|
2021
Q3 | $3.9M | Sell |
9,972
-280
| -3% | -$109K | 3.07% | 10 |
|
|
2021
Q2 | $4.11M | Sell |
10,252
-169
| -2% | -$67.7K | 3.1% | 8 |
|
|
2021
Q1 | $3.88M | Sell |
10,421
-272
| -3% | -$101K | 3.14% | 10 |
|
|
2020
Q4 | $3.75M | Sell |
10,693
-1,118
| -9% | -$392K | 3.08% | 10 |
|
|
2020
Q3 | $3.68M | Sell |
11,811
-706
| -6% | -$220K | 3.25% | 9 |
|
|
2020
Q2 | $3.69M | Sell |
12,517
-756
| -6% | -$223K | 3.33% | 10 |
|
|
2020
Q1 | $3.31M | Sell |
13,273
-479
| -3% | -$119K | 3.54% | 9 |
|
|
2019
Q4 | $4.04M | Sell |
13,752
-335
| -2% | -$98.5K | 3.38% | 9 |
|
|
2019
Q3 | $3.06M | Sell |
14,087
-2,308
| -14% | -$502K | 2.69% | 13 |
|
|
2019
Q2 | $4M | Sell |
16,395
-2,172
| -12% | -$530K | 3.34% | 9 |
|
|
2019
Q1 | $4.59M | Sell |
18,567
-830
| -4% | -$205K | 3.59% | 9 |
|
|
2018
Q4 | $4.83M | Sell |
19,397
-541
| -3% | -$135K | 4.12% | 7 |
|
|
2018
Q3 | $5.3M | Sell |
19,938
-248
| -1% | -$66K | 3.55% | 6 |
|
|
2018
Q2 | $4.95M | Sell |
20,186
-1,633
| -7% | -$401K | 3.47% | 7 |
|
|
2018
Q1 | $4.67M | Sell |
21,819
-682
| -3% | -$146K | 3.09% | 12 |
|
|
2017
Q4 | $4.96M | Sell |
22,501
-536
| -2% | -$118K | 3.24% | 9 |
|
|
2017
Q3 | $4.51M | Sell |
23,037
-393
| -2% | -$77K | 3.02% | 13 |
|
|
2017
Q2 | $4.34M | Buy |
+23,430
| New | +$4.34M | 3.07% | 13 |
|