RGT Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $288K | Sell |
570
-298
| -34% | -$151K | 0.05% | 61 |
|
|
2022
Q2 | $446K | Buy |
868
+68
| +9% | +$34.9K | 0.07% | 55 |
|
|
2022
Q1 | $408K | Sell |
800
-636
| -44% | -$324K | 0.06% | 61 |
|
|
2021
Q4 | $721K | Buy |
1,436
+561
| +64% | +$282K | 0.11% | 45 |
|
|
2021
Q3 | $342K | Buy |
875
+85
| +11% | +$33.2K | 0.07% | 33 |
|
|
2021
Q2 | $316K | Sell |
790
-112
| -12% | -$44.8K | 0.06% | 39 |
|
|
2021
Q1 | $336K | Sell |
902
-25
| -3% | -$9.31K | 0.07% | 34 |
|
|
2020
Q4 | $325K | Buy |
+927
| New | +$325K | 0.07% | 41 |
|
|
2020
Q2 | – | Sell |
-1,028
| Closed | -$256K | – | 47 |
|
|
2020
Q1 | $256K | Buy |
+1,028
| New | +$256K | 0.16% | 26 |
|
|
2018
Q2 | – | Sell |
-991
| Closed | -$212K | – | 82 |
|
|
2018
Q1 | $212K | Sell |
991
-90
| -8% | -$19.3K | 0.1% | 99 |
|
|
2017
Q4 | $238K | Sell |
1,081
-260
| -19% | -$57.2K | 0.13% | 84 |
|
|
2017
Q3 | $263K | Buy |
1,341
+20
| +2% | +$3.92K | 0.18% | 69 |
|
|
2017
Q2 | $245K | Buy |
1,321
+52
| +4% | +$9.64K | 0.17% | 67 |
|
|
2017
Q1 | $208K | Sell |
1,269
-199
| -14% | -$32.6K | 0.14% | 91 |
|
|
2016
Q4 | $235K | Buy |
+1,468
| New | +$235K | 0.13% | 97 |
|