Stelac Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,792
| Closed | -$861K | – | 157 |
|
|
2023
Q2 | $861K | Sell |
1,792
-134
| -7% | -$64.4K | 0.38% | 43 |
|
|
2023
Q1 | $910K | Sell |
1,926
-12
| -0.6% | -$5.67K | 0.4% | 42 |
|
|
2022
Q4 | $1.03M | Buy |
1,938
+15
| +0.8% | +$7.95K | 0.47% | 45 |
|
|
2022
Q3 | $972K | Buy |
1,923
+431
| +29% | +$218K | 0.44% | 44 |
|
|
2022
Q2 | $766K | Buy |
+1,492
| New | +$766K | 0.31% | 49 |
|
|
2021
Q3 | – | Sell |
-831
| Closed | -$333K | – | 279 |
|
|
2021
Q2 | $333K | Sell |
831
-10
| -1% | -$4.01K | 0.08% | 168 |
|
|
2021
Q1 | $313K | Sell |
841
-578
| -41% | -$215K | 0.12% | 123 |
|
|
2020
Q4 | $498K | Buy |
1,419
+493
| +53% | +$173K | 0.13% | 111 |
|
|
2020
Q3 | $289K | Buy |
926
+43
| +5% | +$13.4K | 0.1% | 110 |
|
|
2020
Q2 | $260K | Buy |
883
+170
| +24% | +$50.1K | 0.1% | 95 |
|
|
2020
Q1 | $178K | Buy |
713
+268
| +60% | +$66.9K | 0.09% | 88 |
|
|
2019
Q4 | $131K | Buy |
+445
| New | +$131K | 0.09% | 76 |
|
|
2018
Q3 | – | Sell |
-760
| Closed | -$186K | – | 173 |
|
|
2018
Q2 | $186K | Hold |
760
| – | – | 0.05% | 86 |
|
|
2018
Q1 | $163K | Buy |
+760
| New | +$163K | 0.05% | 82 |
|