Parsec Financial Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $14.9M | Buy |
31,451
+1,766
| +6% | +$835K | 0.63% | 44 |
|
|
2022
Q4 | $15.7M | Buy |
29,685
+807
| +3% | +$428K | 0.7% | 41 |
|
|
2022
Q3 | $14.6M | Buy |
28,878
+3,284
| +13% | +$1.66M | 0.73% | 39 |
|
|
2022
Q2 | $13.1M | Buy |
25,594
+2,297
| +10% | +$1.18M | 0.64% | 44 |
|
|
2022
Q1 | $11.9M | Buy |
23,297
+2,353
| +11% | +$1.2M | 0.5% | 53 |
|
|
2021
Q4 | $10.5M | Buy |
20,944
+1,356
| +7% | +$681K | 0.44% | 52 |
|
|
2021
Q3 | $9.1M | Sell |
19,588
-157
| -0.8% | -$72.9K | 0.39% | 55 |
|
|
2021
Q2 | $7.91M | Sell |
19,745
-52
| -0.3% | -$20.8K | 0.37% | 59 |
|
|
2021
Q1 | $7.37M | Sell |
19,797
-561
| -3% | -$209K | 0.38% | 59 |
|
|
2020
Q4 | $7.14M | Sell |
20,358
-475
| -2% | -$167K | 0.39% | 55 |
|
|
2020
Q3 | $6.5M | Sell |
20,833
-2,060
| -9% | -$642K | 0.4% | 60 |
|
|
2020
Q2 | $6.75M | Sell |
22,893
-1,172
| -5% | -$346K | 0.43% | 58 |
|
|
2020
Q1 | $6M | Sell |
24,065
-1,660
| -6% | -$414K | 0.45% | 57 |
|
|
2019
Q4 | $7.56M | Sell |
25,725
-265
| -1% | -$77.9K | 0.44% | 63 |
|
|
2019
Q3 | $5.65M | Buy |
25,990
+179
| +0.7% | +$38.9K | 0.35% | 68 |
|
|
2019
Q2 | $6.3M | Buy |
25,811
+18,269
| +242% | +$4.46M | 0.39% | 68 |
|
|
2019
Q1 | $1.87M | Sell |
7,542
-388
| -5% | -$95.9K | 0.12% | 121 |
|
|
2018
Q4 | $1.98M | Sell |
7,930
-545
| -6% | -$136K | 0.14% | 109 |
|
|
2018
Q3 | $2.26M | Sell |
8,475
-192
| -2% | -$51.1K | 0.14% | 113 |
|
|
2018
Q2 | $2.13M | Sell |
8,667
-95
| -1% | -$23.3K | 0.14% | 116 |
|
|
2018
Q1 | $1.88M | Sell |
8,762
-140
| -2% | -$30K | 0.13% | 117 |
|
|
2017
Q4 | $1.96M | Sell |
8,902
-467
| -5% | -$103K | 0.13% | 119 |
|
|
2017
Q3 | $1.84M | Buy |
+9,369
| New | +$1.84M | 0.13% | 122 |
|