RC
RegentAtlantic Capital’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $30.8M | Sell |
60,895
-2,249
| -4% | -$1.14M | 0.92% | 19 |
|
|
2022
Q2 | $32.4M | Sell |
63,144
-2,879
| -4% | -$1.48M | 1.07% | 16 |
|
|
2022
Q1 | $33.7M | Sell |
66,023
-579
| -0.9% | -$295K | 0.95% | 21 |
|
|
2021
Q4 | $33.4M | Buy |
66,602
+188
| +0.3% | +$94.4K | 0.93% | 19 |
|
|
2021
Q3 | $26M | Buy |
66,414
+1,374
| +2% | +$537K | 0.79% | 18 |
|
|
2021
Q2 | $26M | Buy |
65,040
+2,194
| +3% | +$879K | 0.8% | 18 |
|
|
2021
Q1 | $23.4M | Buy |
62,846
+848
| +1% | +$316K | 0.79% | 19 |
|
|
2020
Q4 | $21.7M | Buy |
61,998
+1,416
| +2% | +$497K | 0.86% | 18 |
|
|
2020
Q3 | $18.9M | Buy |
60,582
+6,991
| +13% | +$2.18M | 0.85% | 22 |
|
|
2020
Q2 | $15.8M | Sell |
53,591
-275
| -0.5% | -$81.1K | 0.88% | 19 |
|
|
2020
Q1 | $13.4M | Sell |
53,866
-2,334
| -4% | -$582K | 1.05% | 20 |
|
|
2019
Q4 | $16.5M | Sell |
56,200
-2,298
| -4% | -$676K | 1% | 20 |
|
|
2019
Q3 | $12.7M | Sell |
58,498
-921
| -2% | -$200K | 0.84% | 26 |
|
|
2019
Q2 | $14.5M | Sell |
59,419
-414
| -0.7% | -$101K | 0.98% | 20 |
|
|
2019
Q1 | $14.8M | Sell |
59,833
-1,628
| -3% | -$403K | 1.03% | 18 |
|
|
2018
Q4 | $15.3M | Sell |
61,461
-709
| -1% | -$177K | 1.3% | 13 |
|
|
2018
Q3 | $16.5M | Sell |
62,170
-2,632
| -4% | -$700K | 1.27% | 13 |
|
|
2018
Q2 | $15.9M | Sell |
64,802
-2,751
| -4% | -$675K | 1.37% | 12 |
|
|
2018
Q1 | $14.5M | Sell |
67,553
-1,954
| -3% | -$418K | 1.21% | 15 |
|
|
2017
Q4 | $15.3M | Sell |
69,507
-3,988
| -5% | -$879K | 1.26% | 12 |
|
|
2017
Q3 | $14.4M | Sell |
73,495
-2,540
| -3% | -$497K | 1.25% | 12 |
|
|
2017
Q2 | $14.1M | Sell |
76,035
-1,636
| -2% | -$303K | 1.28% | 11 |
|
|
2017
Q1 | $12.7M | Sell |
77,671
-2,621
| -3% | -$430K | 1.18% | 15 |
|
|
2016
Q4 | $12.9M | Sell |
80,292
-7,899
| -9% | -$1.26M | 1.25% | 13 |
|
|
2016
Q3 | $12.3M | Sell |
88,191
-5,269
| -6% | -$738K | 1.28% | 13 |
|
|
2016
Q2 | $13.2M | Sell |
93,460
-11,250
| -11% | -$1.59M | 1.27% | 13 |
|
|
2016
Q1 | $13.5M | Sell |
104,710
-6,234
| -6% | -$804K | 1.49% | 11 |
|
|
2015
Q4 | $13.1M | Sell |
110,944
-363
| -0.3% | -$42.7K | 1.39% | 13 |
|
|
2015
Q3 | $12.9M | Sell |
111,307
-2,959
| -3% | -$343K | 1.24% | 13 |
|
|
2015
Q2 | $13.9M | Sell |
114,266
-5,669
| -5% | -$692K | 1.24% | 13 |
|
|
2015
Q1 | $14.2M | Sell |
119,935
-8,209
| -6% | -$971K | 1.24% | 13 |
|
|
2014
Q4 | $13M | Sell |
128,144
-4,399
| -3% | -$445K | 1.1% | 18 |
|
|
2014
Q3 | $11.4M | Sell |
132,543
-1,075
| -0.8% | -$92.7K | 1.07% | 19 |
|
|
2014
Q2 | $10.9M | Sell |
133,618
-1,185
| -0.9% | -$96.9K | 1.02% | 21 |
|
|
2014
Q1 | $11.1M | Sell |
134,803
-1,210
| -0.9% | -$99.2K | 1.08% | 19 |
|
|
2013
Q4 | $10.2M | Sell |
136,013
-1,094
| -0.8% | -$82.4K | 0.99% | 20 |
|
|
2013
Q3 | $9.82M | Buy |
137,107
+861
| +0.6% | +$61.7K | 1.07% | 18 |
|
|
2013
Q2 | $8.92M | Buy |
+136,246
| New | +$8.92M | 1.06% | 19 |
|