Telemus Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $11.2M | Buy |
21,308
+1,970
| +10% | +$1.04M | 0.93% | 25 |
|
|
2023
Q3 | $9.75M | Buy |
19,338
+491
| +3% | +$248K | 0.9% | 24 |
|
|
2023
Q2 | $9.06M | Buy |
18,847
+266
| +1% | +$128K | 0.76% | 32 |
|
|
2023
Q1 | $8.78M | Sell |
18,581
-99
| -0.5% | -$46.8K | 0.77% | 31 |
|
|
2022
Q4 | $9.15M | Buy |
18,680
+77
| +0.4% | +$37.7K | 0.83% | 28 |
|
|
2022
Q3 | $9.4M | Sell |
18,603
-1,053
| -5% | -$532K | 0.97% | 25 |
|
|
2022
Q2 | $10.1M | Sell |
19,656
-6,214
| -24% | -$3.19M | 0.98% | 23 |
|
|
2022
Q1 | $13.2M | Sell |
25,870
-579
| -2% | -$295K | 1.15% | 22 |
|
|
2021
Q4 | $13.3M | Buy |
26,449
+112
| +0.4% | +$56.2K | 1.07% | 20 |
|
|
2021
Q3 | $10.3M | Buy |
26,337
+603
| +2% | +$236K | 0.87% | 25 |
|
|
2021
Q2 | $10.3M | Sell |
25,734
-1,369
| -5% | -$548K | 0.74% | 32 |
|
|
2021
Q1 | $10M | Buy |
27,103
+547
| +2% | +$202K | 0.69% | 36 |
|
|
2020
Q4 | $9.31M | Sell |
26,556
-1,812
| -6% | -$635K | 0.69% | 33 |
|
|
2020
Q3 | $9.36M | Sell |
28,368
-504
| -2% | -$166K | 0.69% | 35 |
|
|
2020
Q2 | $8.41M | Sell |
28,872
-895
| -3% | -$261K | 0.66% | 35 |
|
|
2020
Q1 | $9.08M | Sell |
29,767
-2,119
| -7% | -$646K | 0.74% | 35 |
|
|
2019
Q4 | $9.37M | Buy |
31,886
+23
| +0.1% | +$6.76K | 0.72% | 34 |
|
|
2019
Q3 | $6.92M | Buy |
31,863
+975
| +3% | +$212K | 0.56% | 47 |
|
|
2019
Q2 | $7.57M | Sell |
30,888
-837
| -3% | -$205K | 0.67% | 37 |
|
|
2019
Q1 | $7.84M | Sell |
31,725
-4,569
| -13% | -$1.13M | 0.6% | 42 |
|
|
2018
Q4 | $9.04M | Buy |
36,294
+3,386
| +10% | +$844K | 0.73% | 26 |
|
|
2018
Q3 | $8.76M | Buy |
32,908
+454
| +1% | +$121K | 0.65% | 31 |
|
|
2018
Q2 | $7.96M | Buy |
32,454
+648
| +2% | +$159K | 0.61% | 31 |
|
|
2018
Q1 | $6.81M | Sell |
31,806
-1,749
| -5% | -$374K | 0.54% | 39 |
|
|
2017
Q4 | $7.4M | Buy |
33,555
+334
| +1% | +$73.6K | 0.57% | 30 |
|
|
2017
Q3 | $6.51M | Sell |
33,221
-2,004
| -6% | -$392K | 0.74% | 23 |
|
|
2017
Q2 | $6.53M | Buy |
35,225
+499
| +1% | +$92.5K | 0.66% | 25 |
|
|
2017
Q1 | $5.7M | Sell |
34,726
-11,627
| -25% | -$1.91M | 0.59% | 27 |
|
|
2016
Q4 | $7.42M | Buy |
46,353
+6,413
| +16% | +$1.03M | 1.01% | 18 |
|
|
2016
Q3 | $5.59M | Buy |
39,940
+1,683
| +4% | +$236K | 0.63% | 26 |
|
|
2016
Q2 | $5.4M | Sell |
38,257
-2,044
| -5% | -$289K | 0.67% | 26 |
|
|
2016
Q1 | $5.2M | Buy |
40,301
+9,666
| +32% | +$1.25M | 0.86% | 25 |
|
|
2015
Q4 | $3.6M | Buy |
30,635
+4,216
| +16% | +$496K | 0.98% | 24 |
|
|
2015
Q3 | $3.07M | Buy |
26,419
+2,185
| +9% | +$253K | 0.8% | 21 |
|
|
2015
Q2 | $2.96M | Sell |
24,234
-13,194
| -35% | -$1.61M | 0.74% | 21 |
|
|
2015
Q1 | $4.43M | Buy |
37,428
+239
| +0.6% | +$28.3K | 1.07% | 15 |
|
|
2014
Q4 | $3.76M | Buy |
37,189
+460
| +1% | +$46.5K | 0.9% | 24 |
|
|
2014
Q3 | $3.17M | Sell |
36,729
-580
| -2% | -$50K | 0.86% | 24 |
|
|
2014
Q2 | $3.05M | Sell |
37,309
-274
| -0.7% | -$22.4K | 0.8% | 25 |
|
|
2014
Q1 | $3.08M | Buy |
37,583
+345
| +0.9% | +$28.3K | 0.85% | 24 |
|
|
2013
Q4 | $2.8M | Sell |
37,238
-2,915
| -7% | -$219K | 0.81% | 24 |
|
|
2013
Q3 | $2.88M | Buy |
+40,153
| New | +$2.88M | 0.85% | 23 |
|