Mosaic Family Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $660K | Buy |
1,315
+329
| +33% | +$165K | 0.17% | 89 |
|
|
2021
Q3 | $385K | Buy |
986
+17
| +2% | +$6.64K | 0.11% | 116 |
|
|
2021
Q2 | $388K | Sell |
969
-17
| -2% | -$6.81K | 0.11% | 109 |
|
|
2021
Q1 | $367K | Buy |
986
+85
| +9% | +$31.6K | 0.11% | 106 |
|
|
2020
Q4 | $316K | Buy |
901
+26
| +3% | +$9.12K | 0.11% | 116 |
|
|
2020
Q3 | $273K | Buy |
875
+12
| +1% | +$3.74K | 0.1% | 113 |
|
|
2020
Q2 | $255K | Hold |
863
| – | – | 0.11% | 115 |
|
|
2020
Q1 | $215K | Sell |
863
-165
| -16% | -$41.1K | 0.11% | 117 |
|
|
2019
Q4 | $302K | Sell |
1,028
-333
| -24% | -$97.8K | 0.12% | 114 |
|
|
2019
Q3 | $296K | Sell |
1,361
-216
| -14% | -$47K | 0.12% | 124 |
|
|
2019
Q2 | $385K | Buy |
1,577
+151
| +11% | +$36.9K | 0.16% | 98 |
|
|
2019
Q1 | $353K | Buy |
1,426
+21
| +1% | +$5.2K | 0.14% | 99 |
|
|
2018
Q4 | $350K | Sell |
1,405
-228
| -14% | -$56.8K | 0.14% | 96 |
|
|
2018
Q3 | $440K | Sell |
1,633
-25
| -2% | -$6.74K | 0.18% | 86 |
|
|
2018
Q2 | $407K | Buy |
1,658
+90
| +6% | +$22.1K | 0.15% | 99 |
|
|
2018
Q1 | $336K | Sell |
1,568
-264
| -14% | -$56.6K | 0.12% | 113 |
|
|
2017
Q4 | $404K | Sell |
1,832
-1,869
| -50% | -$412K | 0.15% | 104 |
|
|
2017
Q3 | $725K | Buy |
3,701
+746
| +25% | +$146K | 0.28% | 62 |
|
|
2017
Q2 | $548K | Hold |
2,955
| – | – | 0.23% | 78 |
|
|
2017
Q1 | $485K | Buy |
2,955
+140
| +5% | +$23K | 0.21% | 92 |
|
|
2016
Q4 | $451K | Sell |
2,815
-100
| -3% | -$16K | 0.21% | 93 |
|
|
2016
Q3 | $408K | Sell |
2,915
-69
| -2% | -$9.66K | 0.19% | 99 |
|
|
2016
Q2 | $422K | Sell |
2,984
-490
| -14% | -$69.3K | 0.2% | 94 |
|
|
2016
Q1 | $447K | Buy |
3,474
+54
| +2% | +$6.95K | 0.21% | 87 |
|
|
2015
Q4 | $402K | Buy |
+3,420
| New | +$402K | 0.18% | 95 |
|