Sharkey, Howes & Javer’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-844
| Closed | -$493K | – | 155 |
|
|
2024
Q3 | $493K | Buy |
844
+247
| +41% | +$140K | 0.07% | 97 |
|
|
2024
Q2 | $304K | Hold |
597
| – | – | 0.05% | 97 |
|
|
2024
Q1 | $295K | Buy |
597
+33
| +6% | +$16.8K | 0.05% | 103 |
|
|
2023
Q4 | $297K | Buy |
564
+20
| +4% | +$10.7K | 0.05% | 93 |
|
|
2023
Q3 | $274K | Hold |
544
| – | – | 0.05% | 92 |
|
|
2023
Q2 | $261K | Sell |
544
-104
| -16% | -$50.9K | 0.05% | 84 |
|
|
2023
Q1 | $306K | Hold |
648
| – | – | 0.07% | 80 |
|
|
2022
Q4 | $344K | Hold |
648
| – | – | 0.08% | 78 |
|
|
2022
Q3 | $327K | Hold |
648
| – | – | 0.07% | 89 |
|
|
2022
Q2 | $333K | Hold |
648
| – | – | 0.08% | 70 |
|
|
2022
Q1 | $330K | Hold |
648
| – | – | 0.08% | 63 |
|
|
2021
Q4 | $325K | Hold |
648
| – | – | 0.07% | 67 |
|
|
2021
Q3 | $253K | Buy |
648
+53
| +9% | +$22K | 0.07% | 71 |
|
|
2021
Q2 | $238K | Hold |
595
| – | – | 0.06% | 71 |
|
|
2021
Q1 | $221K | Hold |
595
| – | – | 0.07% | 71 |
|
|
2020
Q4 | $209K | Buy |
+595
| New | +$199K | 0.07% | 69 |
|
|
2019
Q3 | – | Sell |
-641
| Closed | -$156K | – | 172 |
|
|
2019
Q2 | $156K | Hold |
641
| – | – | 0.07% | 66 |
|
|
2019
Q1 | $158K | Buy |
641
+220
| +52% | +$56.1K | 0.07% | 65 |
|
|
2018
Q4 | $105K | Sell |
421
-220
| -34% | -$58.1K | 0.07% | 75 |
|
|
2018
Q3 | $171K | Hold |
641
| – | – | 0.09% | 61 |
|
|
2018
Q2 | $157K | Hold |
641
| – | – | 0.09% | 52 |
|
|
2018
Q1 | $137K | Hold |
641
| – | – | 0.08% | 47 |
|
|
2017
Q4 | $141K | Hold |
641
| – | – | 0.08% | 45 |
|
|
2017
Q3 | $125K | Hold |
641
| – | – | 0.07% | 55 |
|
|
2017
Q2 | $119K | Hold |
641
| – | – | 0.07% | 51 |
|
|
2017
Q1 | $105K | Hold |
641
| – | – | 0.06% | 55 |
|
|
2016
Q4 | $103K | Hold |
641
| – | – | 0.06% | 56 |
|
|
2016
Q3 | $90K | Hold |
641
| – | – | 0.05% | 65 |
|
|
2016
Q2 | $91K | Hold |
641
| – | – | 0.06% | 70 |
|
|
2016
Q1 | $83K | Hold |
641
| – | – | 0.06% | 70 |
|
|
2015
Q4 | $75K | Hold |
641
| – | – | 0.05% | 70 |
|
|
2015
Q3 | $76K | Hold |
641
| – | – | 0.06% | 73 |
|
|
2015
Q2 | $78K | Hold |
641
| – | – | 0.06% | 55 |
|
|
2015
Q1 | $76K | Buy |
+641
| New | +$71.2K | 0.05% | 74 |
|
Other funds holding UNH
