MCIA
Mountain Capital Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,619
| Closed | -$1.76M | – | 80 |
|
|
2022
Q4 | $1.76M | Buy |
3,619
+363
| +11% | +$176K | 0.8% | 46 |
|
|
2022
Q3 | $1.69M | Sell |
3,256
-178
| -5% | -$92.6K | 0.89% | 29 |
|
|
2022
Q2 | $1.77M | Sell |
3,434
-352
| -9% | -$181K | 0.88% | 32 |
|
|
2022
Q1 | $2.04M | Buy |
3,786
+50
| +1% | +$26.9K | 0.96% | 24 |
|
|
2021
Q4 | $1.75M | Buy |
3,736
+782
| +26% | +$367K | 0.79% | 32 |
|
|
2021
Q3 | $1.21M | Sell |
2,954
-107
| -3% | -$43.7K | 0.64% | 55 |
|
|
2021
Q2 | $1.26M | Sell |
3,061
-104
| -3% | -$42.6K | 0.58% | 44 |
|
|
2021
Q1 | $1.19M | Buy |
3,165
+117
| +4% | +$43.8K | 0.59% | 57 |
|
|
2020
Q4 | $1.1M | Sell |
3,048
-845
| -22% | -$305K | 0.66% | 43 |
|
|
2020
Q3 | $1.29M | Buy |
+3,893
| New | +$1.29M | 0.83% | 41 |
|
|
2017
Q4 | – | Sell |
-258
| Closed | -$51K | – | 403 |
|
|
2017
Q3 | $51K | Buy |
+258
| New | +$51K | 0.05% | 120 |
|