Taylor Hoffman 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
Q2 | $1.09M | Buy |
2,200
+100
| +5% | +$49.5K | 0.44% | 48 |
|
|
2024
Q1 | $1.04M | Hold |
2,100
| – | – | 0.44% | 52 |
|
|
2023
Q4 | $1.11M | Hold |
2,100
| – | – | 0.5% | 50 |
|
|
2023
Q3 | $1.06M | Hold |
2,100
| – | – | 0.55% | 45 |
|
|
2023
Q2 | $1.01M | Hold |
2,100
| – | – | 0.5% | 50 |
|
|
2023
Q1 | $992K | Hold |
2,100
| – | – | 0.54% | 49 |
|
|
2022
Q4 | $1.11M | Sell |
2,100
-1,000
| -32% | -$530K | 0.68% | 47 |
|
|
2022
Q3 | $1.57M | Hold |
3,100
| – | – | 0.82% | 44 |
|
|
2022
Q2 | $1.6M | Hold |
3,100
| – | – | 0.79% | 47 |
|
|
2022
Q1 | $1.58M | Hold |
3,100
| – | – | 0.63% | 52 |
|
|
2021
Q4 | $1.56M | Hold |
3,100
| – | – | 0.59% | 53 |
|
|
2021
Q3 | $1.22M | Hold |
3,100
| – | – | 0.52% | 62 |
|
|
2021
Q2 | $1.24M | Hold |
3,100
| – | – | 0.53% | 61 |
|
|
2021
Q1 | $1.15M | Hold |
3,100
| – | – | 0.53% | 66 |
|
|
2020
Q4 | $1.09M | Sell |
3,100
-9
| -0.3% | -$3.16K | 0.55% | 63 |
|
|
2020
Q3 | $969K | Sell |
3,109
-47
| -1% | -$14.6K | 0.57% | 62 |
|
|
2020
Q2 | $931K | Buy |
3,156
+2,000
| +173% | +$590K | 0.58% | 66 |
|
|
2020
Q1 | $288K | Sell |
1,156
-2,000
| -63% | -$498K | 0.28% | 88 |
|
|
2019
Q4 | $928K | Sell |
3,156
-131
| -4% | -$38.5K | 0.6% | 52 |
|
|
2019
Q3 | $714K | Buy |
3,287
+1,953
| +146% | +$424K | 0.51% | 64 |
|
|
2019
Q2 | $326K | Sell |
1,334
-2,000
| -60% | -$489K | 0.26% | 88 |
|
|
2019
Q1 | $824K | Sell |
3,334
-75
| -2% | -$18.5K | 0.61% | 51 |
|
|
2018
Q4 | $849K | Sell |
3,409
-700
| -17% | -$174K | 0.76% | 42 |
|
|
2018
Q3 | $1.09M | Sell |
4,109
-112
| -3% | -$29.8K | 0.86% | 36 |
|
|
2018
Q2 | $1.04M | Hold |
4,221
| – | – | 0.9% | 34 |
|
|
2018
Q1 | $903K | Hold |
4,221
| – | – | 0.83% | 35 |
|
|
2017
Q4 | $931K | Buy |
+4,221
| New | +$931K | 0.89% | 32 |
|