Next Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.24M | Sell |
6,452
-678
| -10% | -$340K | 0.21% | 94 |
|
|
2021
Q3 | $2.79M | Buy |
7,130
+691
| +11% | +$270K | 0.22% | 107 |
|
|
2021
Q2 | $2.58M | Buy |
6,439
+33
| +0.5% | +$13.2K | 0.21% | 114 |
|
|
2021
Q1 | $2.38M | Buy |
6,406
+1,088
| +20% | +$405K | 0.21% | 105 |
|
|
2020
Q4 | $1.87M | Buy |
5,318
+381
| +8% | +$134K | 0.18% | 127 |
|
|
2020
Q3 | $1.54M | Sell |
4,937
-17
| -0.3% | -$5.3K | 0.17% | 129 |
|
|
2020
Q2 | $1.46M | Buy |
4,954
+2,073
| +72% | +$611K | 0.17% | 145 |
|
|
2020
Q1 | $719K | Buy |
2,881
+101
| +4% | +$25.2K | 0.09% | 200 |
|
|
2019
Q4 | $817K | Sell |
2,780
-421
| -13% | -$124K | 0.08% | 262 |
|
|
2019
Q3 | $695K | Sell |
3,201
-1,549
| -33% | -$336K | 0.08% | 289 |
|
|
2019
Q2 | $1.16M | Buy |
4,750
+2,078
| +78% | +$507K | 0.12% | 201 |
|
|
2019
Q1 | $660K | Sell |
2,672
-874
| -25% | -$216K | 0.17% | 77 |
|
|
2018
Q4 | $883K | Buy |
3,546
+1,387
| +64% | +$345K | 0.18% | 142 |
|
|
2018
Q3 | $574K | Buy |
2,159
+962
| +80% | +$256K | 0.27% | 80 |
|
|
2018
Q2 | $294K | Sell |
1,197
-411
| -26% | -$101K | 0.11% | 203 |
|
|
2018
Q1 | $344K | Sell |
1,608
-159
| -9% | -$34K | 0.07% | 270 |
|
|
2017
Q4 | $390K | Sell |
1,767
-340
| -16% | -$75K | 0.17% | 162 |
|
|
2017
Q3 | $406K | Sell |
2,107
-406
| -16% | -$78.2K | 0.11% | 192 |
|
|
2017
Q2 | $466K | Sell |
2,513
-99
| -4% | -$18.4K | 0.11% | 197 |
|
|
2017
Q1 | $457K | Sell |
2,612
-1,634
| -38% | -$286K | 0.13% | 180 |
|
|
2016
Q4 | $680K | Buy |
4,246
+21
| +0.5% | +$3.36K | 0.12% | 191 |
|
|
2016
Q3 | $592K | Buy |
4,225
+1,973
| +88% | +$276K | 0.11% | 211 |
|
|
2016
Q2 | $317K | Buy |
2,252
+416
| +23% | +$58.6K | 0.1% | 207 |
|
|
2016
Q1 | $236K | Buy |
1,836
+634
| +53% | +$81.5K | 0.08% | 246 |
|
|
2015
Q4 | $141K | Sell |
1,202
-1,397
| -54% | -$164K | 0.05% | 339 |
|
|
2015
Q3 | $301K | Sell |
2,599
-60
| -2% | -$6.95K | 0.11% | 205 |
|
|
2015
Q2 | $324K | Buy |
2,659
+51
| +2% | +$6.21K | 0.11% | 195 |
|
|
2015
Q1 | $308K | Sell |
2,608
-60
| -2% | -$7.09K | 0.1% | 222 |
|
|
2014
Q4 | $270K | Sell |
2,668
-3,751
| -58% | -$380K | 0.09% | 245 |
|
|
2014
Q3 | $554K | Buy |
+6,419
| New | +$554K | 0.11% | 206 |
|