Ropes Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $961K | Sell |
1,906
-660
| -26% | -$333K | 0.19% | 105 |
|
|
2023
Q2 | $1.23M | Buy |
2,566
+288
| +13% | +$138K | 0.2% | 105 |
|
|
2023
Q1 | $1.08M | Sell |
2,278
-154
| -6% | -$72.8K | 0.19% | 109 |
|
|
2022
Q4 | $1.29M | Buy |
2,432
+469
| +24% | +$249K | 0.23% | 97 |
|
|
2022
Q3 | $991K | Buy |
1,963
+22
| +1% | +$11.1K | 0.21% | 103 |
|
|
2022
Q2 | $997K | Buy |
1,941
+132
| +7% | +$67.8K | 0.21% | 106 |
|
|
2022
Q1 | $923K | Sell |
1,809
-814
| -31% | -$415K | 0.16% | 130 |
|
|
2021
Q4 | $1.32M | Buy |
2,623
+260
| +11% | +$131K | 0.23% | 94 |
|
|
2021
Q3 | $923K | Buy |
2,363
+9
| +0.4% | +$3.52K | 0.15% | 119 |
|
|
2021
Q2 | $943K | Buy |
2,354
+584
| +33% | +$234K | 0.15% | 124 |
|
|
2021
Q1 | $729K | Buy |
1,770
+328
| +23% | +$135K | 0.13% | 133 |
|
|
2020
Q4 | $506K | Sell |
1,442
-138
| -9% | -$48.4K | 0.08% | 154 |
|
|
2020
Q3 | $493K | Buy |
1,580
+815
| +107% | +$254K | 0.1% | 145 |
|
|
2020
Q2 | $226K | Sell |
765
-119
| -13% | -$35.2K | 0.05% | 184 |
|
|
2020
Q1 | $220K | Hold |
884
| – | – | 0.06% | 169 |
|
|
2019
Q4 | $260K | Sell |
884
-788
| -47% | -$232K | 0.06% | 187 |
|
|
2019
Q3 | $363K | Buy |
1,672
+285
| +21% | +$61.9K | 0.08% | 164 |
|
|
2019
Q2 | $338K | Buy |
1,387
+393
| +40% | +$95.8K | 0.07% | 178 |
|
|
2019
Q1 | $246K | Hold |
994
| – | – | 0.07% | 198 |
|
|
2018
Q4 | $248K | Buy |
994
+19
| +2% | +$4.74K | 0.07% | 191 |
|
|
2018
Q3 | $259K | Buy |
+975
| New | +$259K | 0.06% | 203 |
|
|
2017
Q2 | – | Sell |
-7
| Closed | -$1K | – | 582 |
|
|
2017
Q1 | $1K | Sell |
7
-208
| -97% | -$29.7K | ﹤0.01% | 512 |
|
|
2016
Q4 | $34K | Sell |
215
-45
| -17% | -$7.12K | 0.01% | 356 |
|
|
2016
Q3 | $36K | Buy |
260
+204
| +364% | +$28.2K | 0.01% | 309 |
|
|
2016
Q2 | $8K | Sell |
56
-31
| -36% | -$4.43K | ﹤0.01% | 379 |
|
|
2016
Q1 | $11K | Sell |
87
-1,004
| -92% | -$127K | ﹤0.01% | 327 |
|
|
2015
Q4 | $128K | Buy |
1,091
+988
| +959% | +$116K | 0.06% | 185 |
|
|
2015
Q3 | $12K | Buy |
+103
| New | +$12K | 0.01% | 337 |
|