San Francisco Sentry Investment Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.25M | Buy |
3,119
+57
| +2% | +$22.8K | 0.65% | 31 |
|
|
2021
Q1 | $1.14M | Sell |
3,062
-102
| -3% | -$37.9K | 0.48% | 52 |
|
|
2020
Q4 | $1.11M | Buy |
3,164
+216
| +7% | +$75.7K | 0.52% | 43 |
|
|
2020
Q3 | $919K | Sell |
2,948
-155
| -5% | -$48.3K | 0.47% | 51 |
|
|
2020
Q2 | $916K | Buy |
3,103
+96
| +3% | +$28.3K | 0.49% | 42 |
|
|
2020
Q1 | $750K | Sell |
3,007
-256
| -8% | -$63.9K | 0.48% | 48 |
|
|
2019
Q4 | $959K | Sell |
3,263
-61
| -2% | -$17.9K | 0.43% | 50 |
|
|
2019
Q3 | $723K | Sell |
3,324
-2
| -0.1% | -$435 | 0.33% | 72 |
|
|
2019
Q2 | $812K | Sell |
3,326
-4,179
| -56% | -$1.02M | 0.37% | 58 |
|
|
2019
Q1 | $1.86M | Buy |
7,505
+420
| +6% | +$104K | 0.8% | 23 |
|
|
2018
Q4 | $1.77M | Buy |
7,085
+759
| +12% | +$189K | 0.83% | 19 |
|
|
2018
Q3 | $1.68M | Buy |
6,326
+307
| +5% | +$81.7K | 0.63% | 28 |
|
|
2018
Q2 | $1.48M | Sell |
6,019
-3,392
| -36% | -$832K | 0.61% | 28 |
|
|
2018
Q1 | $2.01M | Buy |
9,411
+418
| +5% | +$89.5K | 0.58% | 34 |
|
|
2017
Q4 | $1.98M | Buy |
8,993
+628
| +8% | +$138K | 0.58% | 31 |
|
|
2017
Q3 | $1.64M | Buy |
8,365
+296
| +4% | +$58K | 0.55% | 40 |
|
|
2017
Q2 | $1.5M | Buy |
8,069
+687
| +9% | +$127K | 0.53% | 38 |
|
|
2017
Q1 | $1.21M | Buy |
7,382
+430
| +6% | +$70.5K | 0.67% | 46 |
|
|
2016
Q4 | $1.11M | Buy |
6,952
+1,700
| +32% | +$272K | 0.64% | 47 |
|
|
2016
Q3 | $735K | Buy |
5,252
+600
| +13% | +$84K | 0.43% | 70 |
|
|
2016
Q2 | $657K | Buy |
4,652
+1,800
| +63% | +$254K | 0.4% | 76 |
|
|
2016
Q1 | $367K | Sell |
2,852
-1,550
| -35% | -$199K | 0.22% | 109 |
|
|
2015
Q4 | $518K | Sell |
4,402
-8
| -0.2% | -$941 | 0.33% | 82 |
|
|
2015
Q3 | $512K | Hold |
4,410
| – | – | 0.36% | 81 |
|
|
2015
Q2 | $538K | Buy |
4,410
+110
| +3% | +$13.4K | 0.32% | 86 |
|
|
2015
Q1 | $509K | Hold |
4,300
| – | – | 0.3% | 90 |
|
|
2014
Q4 | $435K | Hold |
4,300
| – | – | 0.25% | 102 |
|
|
2014
Q3 | $371K | Hold |
4,300
| – | – | 0.19% | 113 |
|
|
2014
Q2 | $352K | Buy |
4,300
+50
| +1% | +$4.09K | 0.17% | 120 |
|
|
2014
Q1 | $348K | Buy |
4,250
+1,750
| +70% | +$143K | 0.11% | 154 |
|
|
2013
Q4 | $188K | Sell |
2,500
-4,600
| -65% | -$346K | 0.07% | 200 |
|
|
2013
Q3 | $508K | Buy |
7,100
+150
| +2% | +$10.7K | 0.19% | 118 |
|
|
2013
Q2 | $455K | Buy |
+6,950
| New | +$455K | 0.16% | 122 |
|