Reston Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-203
| Closed | -$119K | – | 412 |
|
|
2024
Q3 | $119K | Buy |
+203
| New | +$119K | 0.04% | 74 |
|
|
2024
Q1 | – | Sell |
-660
| Closed | -$347K | – | 57 |
|
|
2023
Q4 | $347K | Buy |
660
+27
| +4% | +$14.2K | 0.16% | 38 |
|
|
2023
Q3 | $319K | Buy |
633
+36
| +6% | +$18.1K | 0.16% | 36 |
|
|
2023
Q2 | $287K | Buy |
597
+22
| +4% | +$10.6K | 0.14% | 38 |
|
|
2023
Q1 | $272K | Sell |
575
-43
| -7% | -$20.3K | 0.14% | 36 |
|
|
2022
Q4 | $328K | Buy |
618
+1
| +0.2% | +$531 | 0.18% | 36 |
|
|
2022
Q3 | $311K | Sell |
617
-102
| -14% | -$51.4K | 0.19% | 39 |
|
|
2022
Q2 | $369K | Buy |
719
+8
| +1% | +$4.11K | 0.21% | 38 |
|
|
2022
Q1 | $362K | Buy |
711
+2
| +0.3% | +$1.02K | 0.19% | 38 |
|
|
2021
Q4 | $356K | Sell |
709
-23
| -3% | -$11.5K | 0.17% | 37 |
|
|
2021
Q3 | $286K | Sell |
732
-676
| -48% | -$264K | 0.15% | 40 |
|
|
2021
Q2 | $564K | Buy |
1,408
+5
| +0.4% | +$2K | 0.28% | 28 |
|
|
2021
Q1 | $522K | Buy |
1,403
+51
| +4% | +$19K | 0.27% | 26 |
|
|
2020
Q4 | $474K | Buy |
1,352
+2
| +0.1% | +$701 | 0.27% | 26 |
|
|
2020
Q3 | $421K | Sell |
1,350
-332
| -20% | -$104K | 0.27% | 26 |
|
|
2020
Q2 | $496K | Buy |
1,682
+45
| +3% | +$13.3K | 0.34% | 24 |
|
|
2020
Q1 | $408K | Sell |
1,637
-130
| -7% | -$32.4K | 0.33% | 25 |
|
|
2019
Q4 | $519K | Buy |
1,767
+2
| +0.1% | +$587 | 0.41% | 23 |
|
|
2019
Q3 | $384K | Buy |
1,765
+134
| +8% | +$29.2K | 0.34% | 27 |
|
|
2019
Q2 | $398K | Sell |
1,631
-63
| -4% | -$15.4K | 0.31% | 32 |
|
|
2019
Q1 | $393K | Buy |
1,694
+51
| +3% | +$11.8K | 0.31% | 32 |
|
|
2018
Q4 | $409K | Buy |
+1,643
| New | +$409K | 0.39% | 25 |
|