Retirement Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $80.6K | Buy |
163
+29
| +22% | +$14.3K | 0.03% | 185 |
|
|
2023
Q4 | $70.5K | Sell |
134
-12
| -8% | -$6.32K | 0.03% | 184 |
|
|
2023
Q3 | $73.6K | Hold |
146
| – | – | 0.03% | 169 |
|
|
2023
Q2 | $70.2K | Hold |
146
| – | – | 0.03% | 169 |
|
|
2023
Q1 | $69K | Hold |
146
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $77K | Hold |
146
| – | – | 0.04% | 143 |
|
|
2022
Q3 | $74K | Sell |
146
-177
| -55% | -$89.7K | 0.06% | 98 |
|
|
2022
Q2 | $166K | Sell |
323
-9
| -3% | -$4.63K | 0.07% | 118 |
|
|
2022
Q1 | $169K | Buy |
332
+21
| +7% | +$10.7K | 0.07% | 126 |
|
|
2021
Q4 | $156K | Buy |
311
+304
| +4,343% | +$152K | 0.07% | 135 |
|
|
2021
Q3 | $3K | Hold |
7
| – | – | ﹤0.01% | 500 |
|
|
2021
Q2 | $3K | Hold |
7
| – | – | ﹤0.01% | 546 |
|
|
2021
Q1 | $3K | Hold |
7
| – | – | ﹤0.01% | 611 |
|
|
2020
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 587 |
|
|
2020
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 576 |
|
|
2020
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 560 |
|
|
2019
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 555 |
|