Sonora Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.52M | Buy |
14,128
+2,228
| +19% | +$871K | 0.69% | 55 |
|
|
2021
Q2 | $4.77M | Buy |
11,900
+1,412
| +13% | +$565K | 0.62% | 59 |
|
|
2021
Q1 | $3.9M | Buy |
10,488
+3,005
| +40% | +$1.12M | 0.31% | 107 |
|
|
2020
Q4 | $2.62M | Buy |
7,483
+6,617
| +764% | +$2.32M | 0.22% | 118 |
|
|
2020
Q3 | $270K | Buy |
866
+26
| +3% | +$8.11K | 0.03% | 243 |
|
|
2020
Q2 | $248K | Sell |
840
-54
| -6% | -$15.9K | 0.03% | 233 |
|
|
2020
Q1 | $223K | Buy |
894
+10
| +1% | +$2.49K | 0.03% | 224 |
|
|
2019
Q4 | $260K | Buy |
884
+119
| +16% | +$35K | 0.02% | 233 |
|
|
2019
Q3 | $166K | Sell |
765
-117
| -13% | -$25.4K | 0.02% | 259 |
|
|
2019
Q2 | $215K | Buy |
882
+555
| +170% | +$135K | 0.02% | 236 |
|
|
2019
Q1 | $81K | Buy |
327
+51
| +18% | +$12.6K | 0.01% | 369 |
|
|
2018
Q4 | $69K | Buy |
276
+44
| +19% | +$11K | 0.01% | 339 |
|
|
2018
Q3 | $62K | Hold |
232
| – | – | 0.01% | 357 |
|
|
2018
Q2 | $57K | Hold |
232
| – | – | 0.01% | 363 |
|
|
2018
Q1 | $49.6K | Buy |
232
+130
| +127% | +$27.8K | 0.01% | 400 |
|
|
2017
Q4 | $22.5K | Hold |
102
| – | – | ﹤0.01% | 560 |
|
|
2017
Q3 | $20K | Sell |
102
-25
| -20% | -$4.9K | ﹤0.01% | 551 |
|
|
2017
Q2 | $23.5K | Hold |
127
| – | – | ﹤0.01% | 491 |
|
|
2017
Q1 | $20.8K | Hold |
127
| – | – | ﹤0.01% | 511 |
|
|
2016
Q4 | $20.3K | Hold |
127
| – | – | ﹤0.01% | 466 |
|
|
2016
Q3 | $17.8K | Buy |
127
+85
| +202% | +$11.9K | ﹤0.01% | 474 |
|
|
2016
Q2 | $5.93K | Sell |
42
-10
| -19% | -$1.41K | ﹤0.01% | 668 |
|
|
2016
Q1 | $6.96K | Buy |
52
+10
| +24% | +$1.34K | ﹤0.01% | 693 |
|
|
2015
Q4 | $5K | Sell |
42
-168
| -80% | -$20K | ﹤0.01% | 640 |
|
|
2015
Q3 | $24K | Buy |
+210
| New | +$24K | 0.01% | 306 |
|