Thomas White International’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.58M | Hold |
3,281
| – | – | 0.33% | 98 |
|
|
2023
Q1 | $1.55M | Buy |
3,281
+8
| +0.2% | +$3.86K | 0.33% | 98 |
|
|
2022
Q4 | $1.74M | Hold |
3,273
| – | – | 0.38% | 90 |
|
|
2022
Q3 | $1.65M | Hold |
3,273
| – | – | 0.39% | 88 |
|
|
2022
Q2 | $1.68M | Hold |
3,273
| – | – | 0.34% | 90 |
|
|
2022
Q1 | $1.67M | Sell |
3,273
-10
| -0.3% | -$4.82K | 0.28% | 89 |
|
|
2021
Q4 | $1.65M | Hold |
3,283
| – | – | 0.26% | 99 |
|
|
2021
Q3 | $1.28M | Hold |
3,283
| – | – | 0.19% | 121 |
|
|
2021
Q2 | $1.31M | Hold |
3,283
| – | – | 0.18% | 119 |
|
|
2021
Q1 | $1.22M | Sell |
3,283
-1,360
| -29% | -$471K | 0.18% | 122 |
|
|
2020
Q4 | $1.63M | Buy |
4,643
+15
| +0.3% | +$5.03K | 0.25% | 103 |
|
|
2020
Q3 | $1.44M | Hold |
4,628
| – | – | 0.27% | 103 |
|
|
2020
Q2 | $1.36M | Hold |
4,628
| – | – | 0.27% | 98 |
|
|
2020
Q1 | $1.15M | Sell |
4,628
-100
| -2% | -$27.5K | 0.26% | 108 |
|
|
2019
Q4 | $1.39M | Sell |
4,728
-35
| -0.7% | -$9.16K | 0.23% | 125 |
|
|
2019
Q3 | $1.03M | Hold |
4,763
| – | – | 0.19% | 146 |
|
|
2019
Q2 | $1.16M | Hold |
4,763
| – | – | 0.2% | 137 |
|
|
2019
Q1 | $1.18M | Sell |
4,763
-2,850
| -37% | -$727K | 0.21% | 134 |
|
|
2018
Q4 | $1.9M | Hold |
7,613
| – | – | 0.38% | 77 |
|
|
2018
Q3 | $2.02M | Sell |
7,613
-244
| -3% | -$63.5K | 0.34% | 91 |
|
|
2018
Q2 | $1.93M | Hold |
7,857
| – | – | 0.32% | 93 |
|
|
2018
Q1 | $1.68M | Sell |
7,857
-874
| -10% | -$200K | 0.28% | 100 |
|
|
2017
Q4 | $1.92M | Sell |
8,731
-155
| -2% | -$32.8K | 0.32% | 99 |
|
|
2017
Q3 | $1.74M | Sell |
8,886
-3
| -0% | -$580 | 0.3% | 107 |
|
|
2017
Q2 | $1.65M | Hold |
8,889
| – | – | 0.28% | 101 |
|
|
2017
Q1 | $1.46M | Sell |
8,889
-2,006
| -18% | -$329K | 0.21% | 108 |
|
|
2016
Q4 | $1.74M | Buy |
10,895
+18
| +0.2% | +$2.69K | 0.26% | 84 |
|
|
2016
Q3 | $1.52M | Sell |
10,877
-4,404
| -29% | -$617K | 0.22% | 92 |
|
|
2016
Q2 | $2.16M | Sell |
15,281
-1,947
| -11% | -$260K | 0.32% | 70 |
|
|
2016
Q1 | $2.22M | Buy |
17,228
+50
| +0.3% | +$5.92K | 0.31% | 76 |
|
|
2015
Q4 | $2.02M | Buy |
17,178
+3,919
| +30% | +$458K | 0.28% | 79 |
|
|
2015
Q3 | $1.54M | Sell |
13,259
-1,273
| -9% | -$152K | 0.23% | 89 |
|
|
2015
Q2 | $1.77M | Sell |
14,532
-534
| -4% | -$63.2K | 0.24% | 86 |
|
|
2015
Q1 | $1.78M | Sell |
15,066
-9,020
| -37% | -$1M | 0.25% | 89 |
|
|
2014
Q4 | $2.44M | Sell |
24,086
-70
| -0.3% | -$6.63K | 0.33% | 95 |
|
|
2014
Q3 | $2.08M | Sell |
24,156
-957
| -4% | -$80.9K | 0.3% | 104 |
|
|
2014
Q2 | $2.05M | Buy |
25,113
+17
| +0.1% | +$1.34K | 0.29% | 112 |
|
|
2014
Q1 | $2.06M | Buy |
25,096
+14
| +0.1% | +$1.05K | 0.29% | 105 |
|
|
2013
Q4 | $1.89M | Sell |
25,082
-19,684
| -44% | -$1.41M | 0.27% | 97 |
|
|
2013
Q3 | $3.21M | Buy |
44,766
+1,991
| +5% | +$142K | 0.46% | 90 |
|
|
2013
Q2 | $2.8M | Buy |
+42,775
| New | +$2.66M | 0.45% | 98 |
|
Other funds holding UNH
