RHBC
R.H. Bluestein & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $823K | Buy |
1,629
+42
| +3% | +$21.2K | 0.05% | 103 |
|
|
2022
Q2 | $815K | Sell |
1,587
-800
| -34% | -$411K | 0.05% | 118 |
|
|
2022
Q1 | $1.22M | Sell |
2,387
-10
| -0.4% | -$5.1K | 0.05% | 91 |
|
|
2021
Q4 | $1.2M | Sell |
2,397
-155
| -6% | -$77.9K | 0.04% | 97 |
|
|
2021
Q3 | $997K | Sell |
2,552
-772
| -23% | -$302K | 0.04% | 114 |
|
|
2021
Q2 | $1.33M | Sell |
3,324
-1,493
| -31% | -$598K | 0.05% | 94 |
|
|
2021
Q1 | $1.79M | Buy |
4,817
+1,468
| +44% | +$546K | 0.08% | 68 |
|
|
2020
Q4 | $1.17M | Sell |
3,349
-91
| -3% | -$31.9K | 0.05% | 92 |
|
|
2020
Q3 | $1.07M | Buy |
3,440
+47
| +1% | +$14.6K | 0.05% | 89 |
|
|
2020
Q2 | $1M | Sell |
3,393
-40
| -1% | -$11.8K | 0.06% | 93 |
|
|
2020
Q1 | $856K | Sell |
3,433
-700
| -17% | -$175K | 0.07% | 83 |
|
|
2019
Q4 | $1.22M | Buy |
4,133
+2,355
| +132% | +$692K | 0.06% | 68 |
|
|
2019
Q3 | $386K | Buy |
1,778
+1
| +0.1% | +$217 | 0.02% | 186 |
|
|
2019
Q2 | $434K | Sell |
1,777
-104,089
| -98% | -$25.4M | 0.02% | 165 |
|
|
2019
Q1 | $26.2M | Sell |
105,866
-54,682
| -34% | -$13.5M | 1.43% | 31 |
|
|
2018
Q4 | $40M | Sell |
160,548
-16,347
| -9% | -$4.07M | 3.13% | 9 |
|
|
2018
Q3 | $47.1M | Buy |
176,895
+12,714
| +8% | +$3.38M | 2.27% | 16 |
|
|
2018
Q2 | $40.3M | Buy |
164,181
+63,036
| +62% | +$15.5M | 2.07% | 22 |
|
|
2018
Q1 | $21.6M | Buy |
101,145
+98,433
| +3,630% | +$21.1M | 1.19% | 36 |
|
|
2017
Q4 | $598K | Sell |
2,712
-515
| -16% | -$114K | 0.03% | 131 |
|
|
2017
Q3 | $632K | Sell |
3,227
-35
| -1% | -$6.86K | 0.03% | 127 |
|
|
2017
Q2 | $605K | Sell |
3,262
-5
| -0.2% | -$927 | 0.04% | 118 |
|
|
2017
Q1 | $536K | Sell |
3,267
-100
| -3% | -$16.4K | 0.03% | 130 |
|
|
2016
Q4 | $539K | Hold |
3,367
| – | – | 0.04% | 117 |
|
|
2016
Q3 | $471K | Buy |
3,367
+67
| +2% | +$9.37K | 0.03% | 111 |
|
|
2016
Q2 | $466K | Hold |
3,300
| – | – | 0.04% | 105 |
|
|
2016
Q1 | $425K | Buy |
3,300
+800
| +32% | +$103K | 0.03% | 141 |
|
|
2015
Q4 | $294K | Sell |
2,500
-1,500
| -38% | -$176K | 0.02% | 221 |
|
|
2015
Q3 | $464K | Hold |
4,000
| – | – | 0.03% | 146 |
|
|
2015
Q2 | $488K | Hold |
4,000
| – | – | 0.03% | 179 |
|
|
2015
Q1 | $473K | Hold |
4,000
| – | – | 0.03% | 173 |
|
|
2014
Q4 | $404K | Hold |
4,000
| – | – | 0.03% | 212 |
|
|
2014
Q3 | $345K | Hold |
4,000
| – | – | 0.02% | 257 |
|
|
2014
Q2 | $327K | Sell |
4,000
-100
| -2% | -$8.18K | 0.02% | 266 |
|
|
2014
Q1 | $336K | Sell |
4,100
-75
| -2% | -$6.15K | 0.02% | 254 |
|
|
2013
Q4 | $314K | Buy |
4,175
+75
| +2% | +$5.64K | 0.02% | 266 |
|
|
2013
Q3 | $294K | Buy |
4,100
+100
| +3% | +$7.17K | 0.02% | 260 |
|
|
2013
Q2 | $262K | Buy |
+4,000
| New | +$262K | 0.02% | 260 |
|