Spearhead Capital 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 | $2.09M | Sell |
4,141
-17,243
| -81% | -$8.71M | 2.27% | 9 |
|
|
2022
Q2 | $11M | Sell |
21,384
-2,631
| -11% | -$1.35M | 1.64% | 17 |
|
|
2022
Q1 | $12.2M | Buy |
24,015
+664
| +3% | +$339K | 1.52% | 21 |
|
|
2021
Q4 | $11.7M | Buy |
23,351
+415
| +2% | +$208K | 1.42% | 21 |
|
|
2021
Q3 | $8.96M | Buy |
22,936
+490
| +2% | +$191K | 1.19% | 39 |
|
|
2021
Q2 | $8.99M | Buy |
22,446
+278
| +1% | +$111K | 1.22% | 34 |
|
|
2021
Q1 | $8.25M | Buy |
22,168
+1,530
| +7% | +$569K | 1.22% | 39 |
|
|
2020
Q4 | $7.24M | Buy |
20,638
+1,393
| +7% | +$488K | 1.15% | 32 |
|
|
2020
Q3 | $6M | Buy |
19,245
+473
| +3% | +$147K | 1.15% | 32 |
|
|
2020
Q2 | $5.54M | Buy |
18,772
+934
| +5% | +$275K | 1.18% | 34 |
|
|
2020
Q1 | $4.45M | Sell |
17,838
-553
| -3% | -$138K | 1.28% | 34 |
|
|
2019
Q4 | $5.41M | Buy |
18,391
+1,304
| +8% | +$383K | 1.34% | 23 |
|
|
2019
Q3 | $3.71M | Buy |
17,087
+1,818
| +12% | +$395K | 1.03% | 56 |
|
|
2019
Q2 | $3.73M | Buy |
15,269
+1,886
| +14% | +$460K | 1.09% | 52 |
|
|
2019
Q1 | $3.31M | Buy |
+13,383
| New | +$3.31M | 1% | 55 |
|