TD Ameritrade Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-535
| Closed | -$257K | – | 459 |
|
|
2023
Q2 | $257K | Sell |
535
-53
| -9% | -$25.5K | ﹤0.01% | 149 |
|
|
2023
Q1 | $278K | Sell |
588
-121
| -17% | -$57.2K | ﹤0.01% | 152 |
|
|
2022
Q4 | $376K | Sell |
709
-256
| -27% | -$136K | ﹤0.01% | 152 |
|
|
2022
Q3 | $487K | Sell |
965
-158
| -14% | -$79.7K | ﹤0.01% | 140 |
|
|
2022
Q2 | $577K | Sell |
1,123
-257
| -19% | -$132K | 0.01% | 145 |
|
|
2022
Q1 | $704K | Buy |
1,380
+10
| +0.7% | +$5.1K | 0.01% | 153 |
|
|
2021
Q4 | $688K | Buy |
1,370
+582
| +74% | +$292K | ﹤0.01% | 157 |
|
|
2021
Q3 | $246K | Sell |
788
-368
| -32% | -$115K | ﹤0.01% | 202 |
|
|
2021
Q2 | $463K | Buy |
1,156
+319
| +38% | +$128K | ﹤0.01% | 173 |
|
|
2021
Q1 | $294K | Hold |
837
| – | – | ﹤0.01% | 192 |
|
|
2020
Q4 | $294K | Buy |
837
+49
| +6% | +$17.2K | ﹤0.01% | 192 |
|
|
2020
Q3 | $246K | Buy |
788
+144
| +22% | +$45K | ﹤0.01% | 202 |
|
|
2020
Q2 | $190K | Buy |
644
+17
| +3% | +$5.02K | ﹤0.01% | 209 |
|
|
2020
Q1 | $156K | Buy |
627
+16
| +3% | +$3.98K | ﹤0.01% | 212 |
|
|
2019
Q4 | $180K | Buy |
611
+283
| +86% | +$83.4K | ﹤0.01% | 202 |
|
|
2019
Q3 | $71K | Buy |
328
+227
| +225% | +$49.1K | ﹤0.01% | 246 |
|
|
2019
Q2 | $25K | Buy |
101
+59
| +140% | +$14.6K | ﹤0.01% | 316 |
|
|
2019
Q1 | $10K | Sell |
42
-74
| -64% | -$17.6K | ﹤0.01% | 353 |
|
|
2018
Q4 | $29K | Buy |
116
+11
| +10% | +$2.75K | ﹤0.01% | 273 |
|
|
2018
Q3 | $28K | Buy |
105
+68
| +184% | +$18.1K | ﹤0.01% | 256 |
|
|
2018
Q2 | $9K | Buy |
+37
| New | +$9K | ﹤0.01% | 236 |
|