Pinkerton Retirement Specialists’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,715
| Closed | -$3.56M | – | 157 |
|
|
2022
Q4 | $3.56M | Sell |
6,715
-355
| -5% | -$188K | 0.77% | 22 |
|
|
2022
Q3 | $3.57M | Sell |
7,070
-184
| -3% | -$92.9K | 1.38% | 13 |
|
|
2022
Q2 | $3.73M | Buy |
7,254
+184
| +3% | +$94.5K | 1.13% | 15 |
|
|
2022
Q1 | $3.61M | Buy |
7,070
+237
| +3% | +$121K | 0.8% | 29 |
|
|
2021
Q4 | $3.43M | Buy |
6,833
+179
| +3% | +$89.9K | 0.6% | 28 |
|
|
2021
Q3 | $2.6M | Buy |
6,654
+187
| +3% | +$73.1K | 0.5% | 51 |
|
|
2021
Q2 | $2.59M | Buy |
6,467
+275
| +4% | +$110K | 0.5% | 50 |
|
|
2021
Q1 | $2.3M | Buy |
6,192
+171
| +3% | +$63.6K | 0.48% | 54 |
|
|
2020
Q4 | $2.11M | Buy |
6,021
+79
| +1% | +$27.7K | 0.51% | 51 |
|
|
2020
Q3 | $1.85M | Sell |
5,942
-38
| -0.6% | -$11.9K | 0.51% | 58 |
|
|
2020
Q2 | $1.76M | Buy |
5,980
+4,174
| +231% | +$1.23M | 0.56% | 55 |
|
|
2020
Q1 | $450K | Buy |
+1,806
| New | +$450K | 0.31% | 60 |
|
|
2017
Q1 | – | Sell |
-195
| Closed | -$31K | – | 474 |
|
|
2016
Q4 | $31K | Buy |
195
+3
| +2% | +$477 | 0.01% | 243 |
|
|
2016
Q3 | $27K | Sell |
192
-91
| -32% | -$12.8K | 0.01% | 276 |
|
|
2016
Q2 | $40K | Buy |
+283
| New | +$40K | 0.02% | 216 |
|