QP Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,557
| Closed | -$1.21M | – | 78 |
|
|
2023
Q1 | $1.21M | Sell |
2,557
-1,059
| -29% | -$500K | 1.98% | 17 |
|
|
2022
Q4 | $1.92M | Sell |
3,616
-418
| -10% | -$222K | 2.99% | 7 |
|
|
2022
Q3 | $2.05M | Sell |
4,034
-9
| -0.2% | -$4.58K | 2.95% | 11 |
|
|
2022
Q2 | $2.08M | Sell |
4,043
-80
| -2% | -$41.1K | 2.85% | 12 |
|
|
2022
Q1 | $2.1M | Sell |
4,123
-80
| -2% | -$40.8K | 2.35% | 13 |
|
|
2021
Q4 | $2.11M | Sell |
4,203
-11
| -0.3% | -$5.52K | 2.24% | 13 |
|
|
2021
Q3 | $1.65M | Sell |
4,214
-59
| -1% | -$23.1K | 1.77% | 21 |
|
|
2021
Q2 | $1.71M | Sell |
4,273
-190
| -4% | -$76.1K | 1.75% | 21 |
|
|
2021
Q1 | $1.66M | Buy |
4,463
+15
| +0.3% | +$5.58K | 1.81% | 21 |
|
|
2020
Q4 | $1.56M | Buy |
4,448
+15
| +0.3% | +$5.26K | 1.72% | 20 |
|
|
2020
Q3 | $1.38M | Sell |
4,433
-45
| -1% | -$14K | 1.77% | 19 |
|
|
2020
Q2 | $1.32M | Sell |
4,478
-50
| -1% | -$14.8K | 1.83% | 20 |
|
|
2020
Q1 | $1.29M | Buy |
4,528
+50
| +1% | +$14.3K | 1.87% | 20 |
|
|
2019
Q4 | $1.26M | Buy |
+4,478
| New | +$1.26M | 1.53% | 22 |
|