Stillwater Investment Management (Minnesota)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $498K | Buy |
1,053
+3
| +0.3% | +$1.42K | 0.13% | 64 |
|
|
2022
Q4 | $557K | Buy |
1,050
+3
| +0.3% | +$1.59K | 0.16% | 63 |
|
|
2022
Q3 | $529K | Buy |
1,047
+3
| +0.3% | +$1.52K | 0.16% | 58 |
|
|
2022
Q2 | $536K | Buy |
1,044
+3
| +0.3% | +$1.54K | 0.16% | 60 |
|
|
2022
Q1 | $531K | Buy |
1,041
+3
| +0.3% | +$1.53K | 0.13% | 60 |
|
|
2021
Q4 | $521K | Buy |
1,038
+2
| +0.2% | +$1K | 0.13% | 63 |
|
|
2021
Q3 | $405K | Buy |
1,036
+4
| +0.4% | +$1.56K | 0.11% | 65 |
|
|
2021
Q2 | $413K | Buy |
1,032
+3
| +0.3% | +$1.2K | 0.11% | 67 |
|
|
2021
Q1 | $383K | Buy |
1,029
+3
| +0.3% | +$1.12K | 0.11% | 66 |
|
|
2020
Q4 | $360K | Buy |
1,026
+3
| +0.3% | +$1.05K | 0.11% | 66 |
|
|
2020
Q3 | $319K | Buy |
1,023
+8
| +0.8% | +$2.5K | 0.12% | 60 |
|
|
2020
Q2 | $299K | Hold |
1,015
| – | – | 0.12% | 61 |
|
|
2020
Q1 | $253K | Buy |
1,015
+214
| +27% | +$53.3K | 0.12% | 61 |
|
|
2019
Q4 | $235K | Buy |
+801
| New | +$235K | 0.09% | 65 |
|
|
2018
Q4 | – | Sell |
-785
| Closed | -$209K | – | 66 |
|
|
2018
Q3 | $209K | Buy |
+785
| New | +$209K | 0.08% | 65 |
|