Sutton Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $624K | Buy |
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|
2023
Q2 | $578K | Buy |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $969K | Buy |
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|
2021
Q2 | $991K | Buy |
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|
2021
Q1 | $910K | Buy |
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|
2020
Q4 | $849K | Buy |
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|
2020
Q3 | $739K | Sell |
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|
2020
Q2 | $704K | Buy |
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|
2020
Q1 | $562K | Buy |
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|
2019
Q4 | $621K | Sell |
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|
2019
Q3 | $461K | Hold |
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|
2019
Q2 | $518K | Buy |
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|
2019
Q1 | $524K | Buy |
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|
2018
Q4 | $525K | Buy |
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|
2018
Q3 | $537K | Hold |
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|
2018
Q2 | $495K | Hold |
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|
2018
Q1 | $432K | Hold |
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|
2017
Q4 | $445K | Sell |
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|
2017
Q3 | $420K | Hold |
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|
2017
Q2 | $398K | Sell |
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|
2017
Q1 | $369K | Buy |
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|
2016
Q4 | $338K | Sell |
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|
2016
Q3 | $297K | Hold |
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|
2016
Q2 | $300K | Hold |
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|
2016
Q1 | $274K | Buy |
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