Spotlight Asset Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $668K | Buy |
1,312
+133
| +11% | +$67.7K | 0.47% | 39 |
|
|
2024
Q1 | $583K | Buy |
1,179
+307
| +35% | +$152K | 0.42% | 42 |
|
|
2023
Q4 | $440K | Hold |
872
| – | – | 0.4% | 38 |
|
|
2023
Q3 | $440K | Buy |
872
+90
| +12% | +$45.4K | 0.4% | 38 |
|
|
2023
Q2 | $376K | Buy |
782
+275
| +54% | +$132K | 0.34% | 43 |
|
|
2023
Q1 | $271K | Buy |
+507
| New | +$271K | 0.27% | 62 |
|
|
2022
Q3 | $271K | Buy |
+507
| New | +$271K | 0.27% | 62 |
|
|
2021
Q3 | $321K | Sell |
821
-301
| -27% | -$118K | 0.16% | 86 |
|
|
2021
Q2 | $449K | Sell |
1,122
-514
| -31% | -$206K | 0.17% | 78 |
|
|
2021
Q1 | $609K | Sell |
1,636
-142
| -8% | -$52.9K | 0.23% | 69 |
|
|
2020
Q4 | $624K | Buy |
1,778
+255
| +17% | +$89.5K | 0.23% | 64 |
|
|
2020
Q3 | $475K | Sell |
1,523
-78
| -5% | -$24.3K | 0.19% | 84 |
|
|
2020
Q2 | $472K | Sell |
1,601
-564
| -26% | -$166K | 0.2% | 77 |
|
|
2020
Q1 | $540K | Sell |
2,165
-2
| -0.1% | -$499 | 0.29% | 55 |
|
|
2019
Q4 | $572K | Buy |
+2,167
| New | +$572K | 0.27% | 57 |
|