Pacific Edge Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $492K | Hold |
1,260
| – | – | 0.24% | 29 |
|
|
2021
Q2 | $505K | Buy |
1,260
+38
| +3% | +$15.2K | 0.26% | 27 |
|
|
2021
Q1 | $455K | Hold |
1,222
| – | – | 0.22% | 27 |
|
|
2020
Q4 | $429K | Sell |
1,222
-47
| -4% | -$16.5K | 0.22% | 28 |
|
|
2020
Q3 | $396K | Hold |
1,269
| – | – | 0.23% | 27 |
|
|
2020
Q2 | $374K | Sell |
1,269
-101
| -7% | -$29.8K | 0.22% | 25 |
|
|
2020
Q1 | $342K | Hold |
1,370
| – | – | 0.24% | 22 |
|
|
2019
Q4 | $403K | Buy |
1,370
+142
| +12% | +$41.8K | 0.25% | 34 |
|
|
2019
Q3 | $267K | Sell |
1,228
-39
| -3% | -$8.48K | 0.17% | 38 |
|
|
2019
Q2 | $309K | Sell |
1,267
-501
| -28% | -$122K | 0.2% | 34 |
|
|
2019
Q1 | $437K | Hold |
1,768
| – | – | 0.26% | 30 |
|
|
2018
Q4 | $440K | Hold |
1,768
| – | – | 0.28% | 31 |
|
|
2018
Q3 | $470K | Sell |
1,768
-82
| -4% | -$21.8K | 0.26% | 25 |
|
|
2018
Q2 | $454K | Buy |
1,850
+278
| +18% | +$68.2K | 0.25% | 25 |
|
|
2018
Q1 | $336K | Buy |
+1,572
| New | +$336K | 0.21% | 30 |
|