Physicians Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-450
| Closed | -$227K | – | 111 |
|
|
2022
Q3 | $227K | Sell |
450
-55
| -11% | -$27.7K | 0.11% | 102 |
|
|
2022
Q2 | $259K | Buy |
505
+81
| +19% | +$41.5K | 0.12% | 102 |
|
|
2022
Q1 | $216K | Buy |
424
+21
| +5% | +$10.7K | 0.08% | 114 |
|
|
2021
Q4 | $203K | Buy |
+403
| New | +$203K | 0.08% | 116 |
|
|
2021
Q2 | – | Sell |
-601
| Closed | -$224K | – | 119 |
|
|
2021
Q1 | $224K | Hold |
601
| – | – | 0.1% | 111 |
|
|
2020
Q4 | $211K | Buy |
+601
| New | +$211K | 0.1% | 104 |
|
|
2017
Q1 | – | Sell |
-187
| Closed | -$27K | – | 252 |
|
|
2016
Q4 | $27K | Sell |
187
-1
| -0.5% | -$144 | 0.02% | 192 |
|
|
2016
Q3 | $26K | Buy |
188
+1
| +0.5% | +$138 | 0.02% | 185 |
|
|
2016
Q2 | $26K | Buy |
187
+1
| +0.5% | +$139 | 0.02% | 191 |
|
|
2016
Q1 | $24K | Hold |
186
| – | – | 0.02% | 182 |
|
|
2015
Q4 | $22K | Buy |
+186
| New | +$22K | 0.02% | 201 |
|