Regent Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.9M | Buy |
9,246
+24
| +0.3% | +$12.7K | 1.31% | 18 |
|
|
2022
Q3 | $4.66M | Buy |
9,222
+45
| +0.5% | +$22.7K | 1.36% | 18 |
|
|
2022
Q2 | $4.71M | Sell |
9,177
-136
| -1% | -$69.9K | 1.32% | 18 |
|
|
2022
Q1 | $4.75M | Sell |
9,313
-230
| -2% | -$117K | 1.1% | 18 |
|
|
2021
Q4 | $4.79M | Sell |
9,543
-59
| -0.6% | -$29.6K | 1.04% | 21 |
|
|
2021
Q3 | $3.75M | Sell |
9,602
-25
| -0.3% | -$9.77K | 0.9% | 28 |
|
|
2021
Q2 | $3.86M | Hold |
9,627
| – | – | 0.9% | 27 |
|
|
2021
Q1 | $3.58M | Sell |
9,627
-55
| -0.6% | -$20.5K | 0.9% | 28 |
|
|
2020
Q4 | $3.4M | Sell |
9,682
-113
| -1% | -$39.6K | 0.94% | 26 |
|
|
2020
Q3 | $3.05M | Sell |
9,795
-1,004
| -9% | -$313K | 0.94% | 25 |
|
|
2020
Q2 | $3.19M | Sell |
10,799
-1,460
| -12% | -$431K | 1.06% | 23 |
|
|
2020
Q1 | $3.06M | Sell |
12,259
-719
| -6% | -$179K | 1.26% | 21 |
|
|
2019
Q4 | $3.82M | Buy |
12,978
+191
| +1% | +$56.1K | 1.17% | 22 |
|
|
2019
Q3 | $2.78M | Sell |
12,787
-175
| -1% | -$38K | 0.91% | 30 |
|
|
2019
Q2 | $3.16M | Buy |
12,962
+1,548
| +14% | +$378K | 1.03% | 28 |
|
|
2019
Q1 | $2.82M | Buy |
11,414
+2,575
| +29% | +$637K | 0.94% | 30 |
|
|
2018
Q4 | $2.2M | Hold |
8,839
| – | – | 0.82% | 37 |
|
|
2018
Q3 | $2.35M | Hold |
8,839
| – | – | 0.74% | 43 |
|
|
2018
Q2 | $2.17M | Sell |
8,839
-1,475
| -14% | -$362K | 0.72% | 43 |
|
|
2018
Q1 | $2.21M | Sell |
10,314
-1,000
| -9% | -$214K | 0.75% | 41 |
|
|
2017
Q4 | $2.49M | Sell |
11,314
-150
| -1% | -$33.1K | 0.82% | 33 |
|
|
2017
Q3 | $2.25M | Hold |
11,464
| – | – | 0.76% | 35 |
|
|
2017
Q2 | $2.13M | Sell |
11,464
-100
| -0.9% | -$18.5K | 0.75% | 38 |
|
|
2017
Q1 | $1.9M | Hold |
11,564
| – | – | 0.72% | 42 |
|
|
2016
Q4 | $1.85M | Sell |
11,564
-50
| -0.4% | -$8K | 0.95% | 24 |
|
|
2016
Q3 | $1.63M | Hold |
11,614
| – | – | 0.84% | 30 |
|
|
2016
Q2 | $1.64M | Sell |
11,614
-100
| -0.9% | -$14.1K | 0.89% | 31 |
|
|
2016
Q1 | $1.51M | Sell |
11,714
-500
| -4% | -$64.5K | 0.84% | 35 |
|
|
2015
Q4 | $1.44M | Hold |
12,214
| – | – | 0.77% | 38 |
|
|
2015
Q3 | $1.42M | Hold |
12,214
| – | – | 0.78% | 38 |
|
|
2015
Q2 | $1.49M | Hold |
12,214
| – | – | 0.75% | 35 |
|
|
2015
Q1 | $1.45M | Hold |
12,214
| – | – | 0.73% | 37 |
|
|
2014
Q4 | $1.24M | Hold |
12,214
| – | – | 0.63% | 47 |
|
|
2014
Q3 | $1.05M | Sell |
12,214
-200
| -2% | -$17.2K | 0.54% | 57 |
|
|
2014
Q2 | $1.02M | Hold |
12,414
| – | – | 0.5% | 65 |
|
|
2014
Q1 | $1.02M | Sell |
12,414
-230
| -2% | -$18.9K | 0.54% | 65 |
|
|
2013
Q4 | $952K | Hold |
12,644
| – | – | 0.53% | 66 |
|
|
2013
Q3 | $905K | Hold |
12,644
| – | – | 0.6% | 63 |
|
|
2013
Q2 | $828K | Buy |
+12,644
| New | +$828K | 0.64% | 56 |
|