Northwest Investment Counselors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $224K | Buy |
+383
| New | +$224K | 0.05% | 145 |
|
|
2024
Q2 | – | Sell |
-378
| Closed | -$187K | – | 476 |
|
|
2024
Q1 | $187K | Buy |
+378
| New | +$187K | 0.05% | 144 |
|
|
2023
Q4 | – | Sell |
-413
| Closed | -$208K | – | 516 |
|
|
2023
Q3 | $208K | Buy |
413
+20
| +5% | +$10.1K | 0.06% | 149 |
|
|
2023
Q2 | $189K | Hold |
393
| – | – | 0.05% | 150 |
|
|
2023
Q1 | $186K | Hold |
393
| – | – | 0.05% | 157 |
|
|
2022
Q4 | $208K | Hold |
393
| – | – | 0.06% | 153 |
|
|
2022
Q3 | $198K | Sell |
393
-22
| -5% | -$11.1K | 0.06% | 144 |
|
|
2022
Q2 | $213K | Hold |
415
| – | – | 0.07% | 140 |
|
|
2022
Q1 | $212K | Buy |
415
+23
| +6% | +$11.7K | 0.06% | 143 |
|
|
2021
Q4 | $197K | Buy |
+392
| New | +$197K | 0.05% | 145 |
|
|
2021
Q2 | – | Sell |
-398
| Closed | -$148K | – | 423 |
|
|
2021
Q1 | $148K | Buy |
+398
| New | +$148K | 0.04% | 148 |
|
|
2020
Q4 | – | Sell |
-397
| Closed | -$124K | – | 417 |
|
|
2020
Q3 | $124K | Buy |
+397
| New | +$124K | 0.04% | 144 |
|
|
2019
Q4 | – | Sell |
-352
| Closed | -$77K | – | 473 |
|
|
2019
Q3 | $77K | Buy |
+352
| New | +$77K | 0.03% | 189 |
|
|
2017
Q4 | – | Sell |
-34
| Closed | -$7K | – | 300 |
|
|
2017
Q3 | $7K | Hold |
34
| – | – | ﹤0.01% | 312 |
|
|
2017
Q2 | $6K | Buy |
+34
| New | +$6K | ﹤0.01% | 283 |
|