TA
Tiedemann Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.62M | Buy |
3,218
+204
| +7% | +$103K | 0.07% | 89 |
|
|
2023
Q2 | $1.45M | Buy |
3,014
+1
| +0% | +$481 | 0.06% | 93 |
|
|
2023
Q1 | $1.42M | Buy |
3,013
+19
| +0.6% | +$8.98K | 0.06% | 92 |
|
|
2022
Q4 | $1.59M | Buy |
2,994
+66
| +2% | +$35K | 0.08% | 92 |
|
|
2022
Q3 | $1.48M | Sell |
2,928
-190
| -6% | -$96K | 0.09% | 86 |
|
|
2022
Q2 | $1.6M | Sell |
3,118
-364
| -10% | -$187K | 0.12% | 83 |
|
|
2022
Q1 | $1.78M | Buy |
3,482
+130
| +4% | +$66.3K | 0.09% | 99 |
|
|
2021
Q4 | $1.68M | Sell |
3,352
-1
| -0% | -$502 | 0.08% | 98 |
|
|
2021
Q3 | $1.31M | Sell |
3,353
-2,881
| -46% | -$1.12M | 0.07% | 114 |
|
|
2021
Q2 | $2.5M | Sell |
6,234
-148
| -2% | -$59.3K | 0.1% | 95 |
|
|
2021
Q1 | $2.37M | Sell |
6,382
-645
| -9% | -$240K | 0.1% | 94 |
|
|
2020
Q4 | $2.47M | Buy |
7,027
+2,904
| +70% | +$1.02M | 0.12% | 89 |
|
|
2020
Q3 | $1.29M | Sell |
4,123
-168
| -4% | -$52.5K | 0.06% | 154 |
|
|
2020
Q2 | $1.27M | Buy |
4,291
+343
| +9% | +$101K | 0.07% | 147 |
|
|
2020
Q1 | $985K | Sell |
3,948
-1,663
| -30% | -$415K | 0.06% | 154 |
|
|
2019
Q4 | $1.65M | Sell |
5,611
-3,995
| -42% | -$1.18M | 0.08% | 126 |
|
|
2019
Q3 | $2.09M | Buy |
9,606
+7,732
| +413% | +$1.68M | 0.1% | 121 |
|
|
2019
Q2 | $458K | Sell |
1,874
-13,957
| -88% | -$3.41M | 0.02% | 206 |
|
|
2019
Q1 | $3.91M | Buy |
15,831
+193
| +1% | +$47.7K | 0.18% | 85 |
|
|
2018
Q4 | $3.9M | Buy |
15,638
+14,778
| +1,718% | +$3.68M | 0.2% | 86 |
|
|
2018
Q3 | $229K | Sell |
860
-506
| -37% | -$135K | 0.01% | 286 |
|
|
2018
Q2 | $336K | Sell |
1,366
-42
| -3% | -$10.3K | 0.02% | 246 |
|
|
2018
Q1 | $302K | Buy |
1,408
+58
| +4% | +$12.4K | 0.02% | 227 |
|
|
2017
Q4 | $297K | Sell |
1,350
-2,753
| -67% | -$606K | 0.02% | 186 |
|
|
2017
Q3 | $644K | Sell |
4,103
-5,533
| -57% | -$868K | 0.06% | 187 |
|
|
2017
Q2 | $1.79M | Buy |
9,636
+2,112
| +28% | +$392K | 0.13% | 136 |
|
|
2017
Q1 | $1.23M | Buy |
7,524
+4,913
| +188% | +$806K | 0.1% | 160 |
|
|
2016
Q4 | $418K | Buy |
+2,611
| New | +$418K | 0.04% | 230 |
|