QCI Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $581K | Buy |
1,488
+41
| +3% | +$16K | 0.03% | 88 |
|
2021
Q2 | $579K | Sell |
1,447
-304
| -17% | -$122K | 0.03% | 88 |
|
2021
Q1 | $651K | Sell |
1,751
-23
| -1% | -$8.55K | 0.04% | 83 |
|
2020
Q4 | $622K | Buy |
1,774
+46
| +3% | +$16.1K | 0.04% | 81 |
|
2020
Q3 | $539K | Buy |
1,728
+51
| +3% | +$15.9K | 0.04% | 80 |
|
2020
Q2 | $495K | Sell |
1,677
-267
| -14% | -$78.8K | 0.04% | 78 |
|
2020
Q1 | $485K | Buy |
1,944
+1,265
| +186% | +$316K | 0.05% | 76 |
|
2019
Q4 | $200K | Hold |
679
| – | – | 0.02% | 133 |
|
2019
Q3 | $148K | Buy |
679
+88
| +15% | +$19.2K | 0.01% | 154 |
|
2019
Q2 | $144K | Hold |
591
| – | – | 0.01% | 163 |
|
2019
Q1 | $146K | Hold |
591
| – | – | 0.01% | 150 |
|
2018
Q4 | $147K | Buy |
591
+30
| +5% | +$7.46K | 0.02% | 144 |
|
2018
Q3 | $149K | Hold |
561
| – | – | 0.01% | 152 |
|
2018
Q2 | $138K | Sell |
561
-552
| -50% | -$136K | 0.01% | 148 |
|
2018
Q1 | $238K | Buy |
1,113
+425
| +62% | +$90.9K | 0.03% | 121 |
|
2017
Q4 | $152K | Buy |
688
+155
| +29% | +$34.2K | 0.02% | 138 |
|
2017
Q3 | $104K | Hold |
533
| – | – | 0.01% | 151 |
|
2017
Q2 | $99K | Hold |
533
| – | – | 0.01% | 149 |
|
2017
Q1 | $87K | Hold |
533
| – | – | 0.01% | 157 |
|
2016
Q4 | $85K | Buy |
533
+40
| +8% | +$6.38K | 0.01% | 156 |
|
2016
Q3 | $69K | Hold |
493
| – | – | 0.01% | 180 |
|
2016
Q2 | $70K | Sell |
493
-25
| -5% | -$3.55K | 0.01% | 186 |
|
2016
Q1 | $67K | Hold |
518
| – | – | 0.01% | 178 |
|
2015
Q4 | $61K | Buy |
518
+25
| +5% | +$2.94K | 0.01% | 180 |
|
2015
Q3 | $57K | Buy |
493
+68
| +16% | +$7.86K | 0.01% | 191 |
|
2015
Q2 | $52K | Hold |
425
| – | – | 0.01% | 184 |
|
2015
Q1 | $50K | Hold |
425
| – | – | 0.01% | 184 |
|
2014
Q4 | $43K | Hold |
425
| – | – | 0.01% | 208 |
|
2014
Q3 | $37K | Hold |
425
| – | – | 0.01% | 230 |
|
2014
Q2 | $35K | Hold |
425
| – | – | 0.01% | 234 |
|
2014
Q1 | $35K | Hold |
425
| – | – | 0.01% | 226 |
|
2013
Q4 | $32K | Sell |
425
-40
| -9% | -$3.01K | 0.01% | 237 |
|
2013
Q3 | $33K | Buy |
465
+40
| +9% | +$2.84K | 0.01% | 216 |
|
2013
Q2 | $28K | Buy |
+425
| New | +$28K | 0.01% | 245 |
|