MU Investments Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.92M | Sell |
5,720
-100
| -2% | -$51K | 3.9% | 16 |
|
|
2023
Q2 | $2.77M | Hold |
5,820
| – | – | 3.51% | 21 |
|
|
2023
Q1 | $2.74M | Sell |
5,820
-300
| -5% | -$141K | 3.59% | 21 |
|
|
2022
Q4 | $3.24M | Sell |
6,120
-1,660
| -21% | -$880K | 4.16% | 11 |
|
|
2022
Q3 | $3.96M | Hold |
7,780
| – | – | 5.49% | 2 |
|
|
2022
Q2 | $4.01M | Sell |
7,780
-420
| -5% | -$217K | 5.42% | 2 |
|
|
2022
Q1 | $4.27M | Hold |
8,200
| – | – | 4.66% | 3 |
|
|
2021
Q4 | $4.15M | Sell |
8,200
-1,780
| -18% | -$900K | 4.18% | 13 |
|
|
2021
Q3 | $4M | Hold |
9,980
| – | – | 4.29% | 11 |
|
|
2021
Q2 | $4M | Hold |
9,980
| – | – | 4.28% | 10 |
|
|
2021
Q1 | $3.73M | Sell |
9,980
-3,520
| -26% | -$1.31M | 4.27% | 11 |
|
|
2020
Q4 | $4.69M | Buy |
13,500
+130
| +1% | +$45.2K | 4.18% | 10 |
|
|
2020
Q3 | $4.07M | Buy |
13,370
+200
| +2% | +$60.8K | 4.52% | 11 |
|
|
2020
Q2 | $3.82M | Sell |
13,170
-3,700
| -22% | -$1.07M | 4.74% | 8 |
|
|
2020
Q1 | $4.24M | Buy |
16,870
+670
| +4% | +$168K | 4.48% | 8 |
|
|
2019
Q4 | $4.8M | Sell |
16,200
-4,400
| -21% | -$1.3M | 4.16% | 12 |
|
|
2019
Q3 | $4.43M | Hold |
20,600
| – | – | 2.67% | 25 |
|
|
2019
Q2 | $5.08M | Buy |
20,600
+400
| +2% | +$98.5K | 3.15% | 25 |
|
|
2019
Q1 | $4.89M | Hold |
20,200
| – | – | 3.16% | 25 |
|
|
2018
Q4 | $4.92M | Sell |
20,200
-4,700
| -19% | -$1.14M | 3.67% | 21 |
|
|
2018
Q3 | $6.59M | Hold |
24,900
| – | – | 4.17% | 10 |
|
|
2018
Q2 | $6.1M | Hold |
24,900
| – | – | 4.26% | 8 |
|
|
2018
Q1 | $5.33M | Sell |
24,900
-250
| -1% | -$53.5K | 3.8% | 18 |
|
|
2017
Q4 | $5.6M | Sell |
25,150
-3,500
| -12% | -$780K | 3.84% | 15 |
|
|
2017
Q3 | $5.62M | Sell |
28,650
-100
| -0.3% | -$19.6K | 4.34% | 3 |
|
|
2017
Q2 | $5.33M | Sell |
28,750
-100
| -0.3% | -$18.5K | 3.81% | 5 |
|
|
2017
Q1 | $4.76M | Sell |
28,850
-95
| -0.3% | -$15.7K | 3.37% | 18 |
|
|
2016
Q4 | $4.66M | Buy |
28,945
+27,995
| +2,947% | +$4.51M | 3.49% | 4 |
|
|
2016
Q3 | $131K | Sell |
950
-880
| -48% | -$121K | 0.1% | 53 |
|
|
2016
Q2 | $257K | Sell |
1,830
-1,400
| -43% | -$197K | 0.17% | 52 |
|
|
2016
Q1 | $419K | Buy |
3,230
+80
| +3% | +$10.4K | 0.26% | 56 |
|
|
2015
Q4 | $373K | Sell |
3,150
-550
| -15% | -$65.1K | 0.22% | 67 |
|
|
2015
Q3 | $423K | Hold |
3,700
| – | – | 0.23% | 74 |
|
|
2015
Q2 | $448K | Sell |
3,700
-300
| -8% | -$36.3K | 0.21% | 80 |
|
|
2015
Q1 | $484K | Sell |
4,000
-300
| -7% | -$36.3K | 0.23% | 81 |
|
|
2014
Q4 | $441K | Buy |
4,300
+200
| +5% | +$20.5K | 0.19% | 96 |
|
|
2014
Q3 | $355K | Sell |
4,100
-940
| -19% | -$81.4K | 0.17% | 102 |
|
|
2014
Q2 | $413K | Sell |
5,040
-500
| -9% | -$41K | 0.19% | 103 |
|
|
2014
Q1 | $452K | Sell |
5,540
-1,000
| -15% | -$81.6K | 0.21% | 92 |
|
|
2013
Q4 | $490K | Sell |
6,540
-160
| -2% | -$12K | 0.21% | 110 |
|
|
2013
Q3 | $482K | Sell |
6,700
-2,700
| -29% | -$194K | 0.23% | 101 |
|
|
2013
Q2 | $621K | Buy |
+9,400
| New | +$621K | 0.26% | 104 |
|