Sullivan, Bruyette, Speros & Blaney’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.41M | Sell |
3,794
-3
| -0.1% | -$1.12K | 0.06% | 92 |
|
|
2020
Q4 | $1.33M | Sell |
3,797
-165
| -4% | -$57.9K | 0.06% | 91 |
|
|
2020
Q3 | $1.24M | Buy |
3,962
+53
| +1% | +$16.5K | 0.07% | 85 |
|
|
2020
Q2 | $1.15M | Hold |
3,909
| – | – | 0.07% | 89 |
|
|
2020
Q1 | $975K | Sell |
3,909
-179
| -4% | -$44.6K | 0.07% | 81 |
|
|
2019
Q4 | $1.2M | Buy |
4,088
+135
| +3% | +$39.7K | 0.07% | 84 |
|
|
2019
Q3 | $859K | Buy |
3,953
+145
| +4% | +$31.5K | 0.05% | 96 |
|
|
2019
Q2 | $929K | Sell |
3,808
-13
| -0.3% | -$3.17K | 0.06% | 86 |
|
|
2019
Q1 | $945K | Buy |
3,821
+712
| +23% | +$176K | 0.06% | 83 |
|
|
2018
Q4 | $775K | Buy |
3,109
+49
| +2% | +$12.2K | 0.05% | 85 |
|
|
2018
Q3 | $814K | Sell |
3,060
-16
| -0.5% | -$4.26K | 0.07% | 69 |
|
|
2018
Q2 | $755K | Hold |
3,076
| – | – | 0.07% | 67 |
|
|
2018
Q1 | $658K | Sell |
3,076
-134
| -4% | -$28.7K | 0.06% | 74 |
|
|
2017
Q4 | $708K | Hold |
3,210
| – | – | 0.07% | 72 |
|
|
2017
Q3 | $629K | Sell |
3,210
-266
| -8% | -$52.1K | 0.06% | 75 |
|
|
2017
Q2 | $645K | Buy |
3,476
+464
| +15% | +$86.1K | 0.07% | 77 |
|
|
2017
Q1 | $494K | Sell |
3,012
-60
| -2% | -$9.84K | 0.05% | 82 |
|
|
2016
Q4 | $492K | Buy |
3,072
+30
| +1% | +$4.81K | 0.05% | 83 |
|
|
2016
Q3 | $426K | Buy |
3,042
+538
| +21% | +$75.3K | 0.04% | 84 |
|
|
2016
Q2 | $354K | Buy |
+2,504
| New | +$354K | 0.04% | 93 |
|