Private Portfolio Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.04M | Hold |
2,057
| – | – | 0.19% | 96 |
|
|
2024
Q3 | $1.2M | Buy |
+2,057
| New | +$1.2M | 0.23% | 76 |
|
|
2024
Q2 | – | Sell |
-1,922
| Closed | -$951K | – | 246 |
|
|
2024
Q1 | $951K | Buy |
1,922
+245
| +15% | +$121K | 0.2% | 92 |
|
|
2023
Q4 | $883K | Buy |
1,677
+3
| +0.2% | +$1.58K | 0.2% | 92 |
|
|
2023
Q3 | $844K | Buy |
1,674
+28
| +2% | +$14.1K | 0.22% | 83 |
|
|
2023
Q2 | $791K | Sell |
1,646
-84
| -5% | -$40.4K | 0.2% | 84 |
|
|
2023
Q1 | $818K | Buy |
1,730
+98
| +6% | +$46.3K | 0.22% | 81 |
|
|
2022
Q4 | $865K | Sell |
1,632
-38
| -2% | -$20.2K | 0.23% | 85 |
|
|
2022
Q3 | $843K | Sell |
1,670
-44
| -3% | -$22.2K | 0.24% | 86 |
|
|
2022
Q2 | $881K | Buy |
1,714
+32
| +2% | +$16.4K | 0.25% | 85 |
|
|
2022
Q1 | $858K | Buy |
1,682
+66
| +4% | +$33.7K | 0.21% | 92 |
|
|
2021
Q4 | $812K | Buy |
1,616
+99
| +7% | +$49.7K | 0.21% | 103 |
|
|
2021
Q3 | $593K | Sell |
1,517
-98
| -6% | -$38.3K | 0.17% | 120 |
|
|
2021
Q2 | $647K | Sell |
1,615
-116
| -7% | -$46.5K | 0.19% | 106 |
|
|
2021
Q1 | $644K | Buy |
1,731
+71
| +4% | +$26.4K | 0.21% | 99 |
|
|
2020
Q4 | $582K | Buy |
1,660
+31
| +2% | +$10.9K | 0.21% | 103 |
|
|
2020
Q3 | $508K | Buy |
1,629
+61
| +4% | +$19K | 0.21% | 104 |
|
|
2020
Q2 | $463K | Sell |
1,568
-1,265
| -45% | -$374K | 0.21% | 105 |
|
|
2020
Q1 | $706K | Sell |
2,833
-42
| -1% | -$10.5K | 0.38% | 72 |
|
|
2019
Q4 | $845K | Sell |
2,875
-14
| -0.5% | -$4.12K | 0.37% | 69 |
|
|
2019
Q3 | $628K | Buy |
2,889
+388
| +16% | +$84.3K | 0.3% | 87 |
|
|
2019
Q2 | $610K | Buy |
2,501
+1,241
| +98% | +$303K | 0.26% | 105 |
|
|
2019
Q1 | $312K | Sell |
1,260
-8
| -0.6% | -$1.98K | 0.16% | 140 |
|
|
2018
Q4 | $316K | Buy |
+1,268
| New | +$316K | 0.19% | 123 |
|