Stockman Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-387
| Closed | -$226K | – | 183 |
|
|
2024
Q3 | $226K | Buy |
+387
| New | +$226K | 0.04% | 165 |
|
|
2023
Q4 | – | Sell |
-579
| Closed | -$292K | – | 182 |
|
|
2023
Q3 | $292K | Buy |
579
+57
| +11% | +$28.7K | 0.06% | 136 |
|
|
2023
Q2 | $251K | Sell |
522
-125
| -19% | -$60.1K | 0.05% | 168 |
|
|
2023
Q1 | $306K | Sell |
647
-32
| -5% | -$15.1K | 0.07% | 154 |
|
|
2022
Q4 | $360K | Buy |
679
+1
| +0.1% | +$530 | 0.08% | 134 |
|
|
2022
Q3 | $343K | Buy |
678
+1
| +0.1% | +$506 | 0.09% | 122 |
|
|
2022
Q2 | $348K | Buy |
677
+27
| +4% | +$13.9K | 0.09% | 127 |
|
|
2022
Q1 | $331K | Sell |
650
-287
| -31% | -$146K | 0.07% | 149 |
|
|
2021
Q4 | $470K | Buy |
937
+30
| +3% | +$15K | 0.1% | 123 |
|
|
2021
Q3 | $354K | Buy |
907
+1
| +0.1% | +$390 | 0.08% | 142 |
|
|
2021
Q2 | $363K | Sell |
906
-120
| -12% | -$48.1K | 0.09% | 136 |
|
|
2021
Q1 | $382K | Sell |
1,026
-7
| -0.7% | -$2.61K | 0.11% | 125 |
|
|
2020
Q4 | $362K | Buy |
1,033
+302
| +41% | +$106K | 0.11% | 121 |
|
|
2020
Q3 | $228K | Sell |
731
-54
| -7% | -$16.8K | 0.08% | 140 |
|
|
2020
Q2 | $232K | Buy |
+785
| New | +$232K | 0.09% | 138 |
|
|
2020
Q1 | – | Sell |
-742
| Closed | -$218K | – | 170 |
|
|
2019
Q4 | $218K | Buy |
+742
| New | +$218K | 0.08% | 155 |
|