Personal Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $110M | Buy |
206,714
+3,218
| +2% | +$1.7M | 0.53% | 34 |
|
|
2022
Q3 | $103M | Sell |
203,496
-37,767
| -16% | -$19.9M | 0.56% | 31 |
|
|
2022
Q2 | $124M | Buy |
241,263
+1,135
| +0.5% | +$570K | 0.65% | 29 |
|
|
2022
Q1 | $122M | Sell |
240,128
-22,351
| -9% | -$10.8M | 0.57% | 33 |
|
|
2021
Q4 | $132M | Buy |
262,479
+3,887
| +2% | +$1.76M | 0.61% | 31 |
|
|
2021
Q3 | $101M | Buy |
258,592
+8,906
| +4% | +$3.69M | 0.51% | 34 |
|
|
2021
Q2 | $100M | Buy |
249,686
+10,550
| +4% | +$4.21M | 0.52% | 33 |
|
|
2021
Q1 | $89M | Buy |
239,136
+14,632
| +7% | +$5.07M | 0.52% | 33 |
|
|
2020
Q4 | $78.7M | Buy |
224,504
+5,906
| +3% | +$1.98M | 0.5% | 36 |
|
|
2020
Q3 | $68.2M | Buy |
218,598
+2,770
| +1% | +$851K | 0.51% | 35 |
|
|
2020
Q2 | $63.7M | Sell |
215,828
-523
| -0.2% | -$150K | 0.53% | 30 |
|
|
2020
Q1 | $53.9M | Buy |
216,351
+4,148
| +2% | +$1.14M | 0.53% | 33 |
|
|
2019
Q4 | $62.4M | Buy |
212,203
+10,389
| +5% | +$2.72M | 0.53% | 35 |
|
|
2019
Q3 | $43.9M | Buy |
201,814
+9,873
| +5% | +$2.38M | 0.42% | 57 |
|
|
2019
Q2 | $46.8M | Buy |
191,941
+12,225
| +7% | +$2.94M | 0.48% | 41 |
|
|
2019
Q1 | $44.4M | Buy |
179,716
+8,419
| +5% | +$2.15M | 0.5% | 41 |
|
|
2018
Q4 | $42.7M | Buy |
171,297
+7,858
| +5% | +$2.08M | 0.57% | 32 |
|
|
2018
Q3 | $43.5M | Buy |
163,439
+5,429
| +3% | +$1.41M | 0.56% | 32 |
|
|
2018
Q2 | $38.8M | Buy |
158,010
+8,346
| +6% | +$2M | 0.55% | 34 |
|
|
2018
Q1 | $32M | Buy |
149,664
+9,962
| +7% | +$2.28M | 0.5% | 42 |
|
|
2017
Q4 | $30.8M | Buy |
139,702
+9,083
| +7% | +$1.92M | 0.53% | 49 |
|
|
2017
Q3 | $25.6M | Buy |
130,619
+8,032
| +7% | +$1.55M | 0.5% | 49 |
|
|
2017
Q2 | $22.7M | Buy |
122,587
+18,601
| +18% | +$3.26M | 0.5% | 50 |
|
|
2017
Q1 | $17M | Buy |
+103,986
| New | +$17M | 0.43% | 75 |
|
Other funds holding UNH
