Thomas J. Herzfeld Advisors’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3	Closed	-$1.53K	–	240
2024 Q2	$1.53K	Buy	+3	New	+$1.53K	﹤0.01%	218
2023 Q2	–	Sell	-195	Closed	-$92.2K	–	349
2023 Q1	$92.2K	Hold	195	–	–	0.04%	91
2022 Q4	$103K	Sell	195 -30	-13%	-$15.9K	0.04%	92
2022 Q3	$114K	Hold	225	–	–	0.05%	86
2022 Q2	$116K	Hold	225	–	–	0.05%	94
2022 Q1	$115K	Hold	225	–	–	0.04%	101
2021 Q4	$113K	Hold	225	–	–	0.04%	114
2021 Q3	$88K	Hold	225	–	–	0.04%	112
2021 Q2	$90K	Hold	225	–	–	0.04%	122
2021 Q1	$84K	Hold	225	–	–	0.04%	130
2020 Q4	$79K	Hold	225	–	–	0.04%	130
2020 Q3	$69K	Hold	225	–	–	0.05%	86
2020 Q2	$68K	Sell	225 -36	-14%	-$10.9K	0.03%	126
2020 Q1	$65K	Sell	261 -4	-2%	-$996	0.03%	120
2019 Q4	$78K	Buy	265 +8	+3%	+$2.36K	0.03%	123
2019 Q3	$56K	Hold	257	–	–	0.02%	144
2019 Q2	$63K	Buy	257 +214	+498%	+$52.5K	0.02%	151
2019 Q1	$11K	Hold	43	–	–	﹤0.01%	237
2018 Q4	$11K	Hold	43	–	–	﹤0.01%	224
2018 Q3	$11K	Hold	43	–	–	﹤0.01%	217
2018 Q2	$11K	Hold	43	–	–	﹤0.01%	237
2018 Q1	$9K	Sell	43 -7	-14%	-$1.47K	﹤0.01%	267
2017 Q4	$11K	Sell	50 -697	-93%	-$153K	﹤0.01%	254
2017 Q3	$146K	Buy	747 +2	+0.3%	+$391	0.06%	118
2017 Q2	$138K	Sell	745 -190	-20%	-$35.2K	0.06%	123
2017 Q1	$153K	Buy	935 +241	+35%	+$39.4K	0.07%	130
2016 Q4	$111K	Buy	694 +2	+0.3%	+$320	0.05%	149
2016 Q3	$97K	Buy	692 +3	+0.4%	+$421	0.05%	143
2016 Q2	$97K	Buy	+689	New	+$97K	0.05%	159