StrategIQ Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $470K | Buy |
893
+2
| +0.2% | +$1.05K | 0.05% | 219 |
|
|
2023
Q3 | $449K | Buy |
891
+32
| +4% | +$16.1K | 0.05% | 219 |
|
|
2023
Q2 | $413K | Buy |
859
+2
| +0.2% | +$961 | 0.05% | 229 |
|
|
2023
Q1 | $405K | Buy |
857
+90
| +12% | +$42.5K | 0.05% | 217 |
|
|
2022
Q4 | $407K | Buy |
767
+10
| +1% | +$5.3K | 0.05% | 205 |
|
|
2022
Q3 | $382K | Hold |
757
| – | – | 0.05% | 201 |
|
|
2022
Q2 | $389K | Sell |
757
-11
| -1% | -$5.65K | 0.05% | 206 |
|
|
2022
Q1 | $392K | Buy |
768
+1
| +0.1% | +$510 | 0.04% | 220 |
|
|
2021
Q4 | $385K | Buy |
767
+67
| +10% | +$33.6K | 0.04% | 222 |
|
|
2021
Q3 | $274K | Hold |
700
| – | – | 0.05% | 183 |
|
|
2021
Q2 | $280K | Hold |
700
| – | – | 0.06% | 180 |
|
|
2021
Q1 | $260K | Hold |
700
| – | – | 0.05% | 183 |
|
|
2020
Q4 | $245K | Buy |
+700
| New | +$245K | 0.05% | 179 |
|