Titus Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.01M | Buy |
1,974
+465
| +31% | +$239K | 0.51% | 36 |
|
|
2022
Q1 | $770K | Hold |
1,509
| – | – | 0.35% | 49 |
|
|
2021
Q4 | $758K | Hold |
1,509
| – | – | 0.34% | 50 |
|
|
2021
Q3 | $590K | Buy |
1,509
+7
| +0.5% | +$2.74K | 0.31% | 56 |
|
|
2021
Q2 | $601K | Sell |
1,502
-26
| -2% | -$10.4K | 0.33% | 51 |
|
|
2021
Q1 | $569K | Hold |
1,528
| – | – | 0.33% | 53 |
|
|
2020
Q4 | $536K | Sell |
1,528
-25
| -2% | -$8.77K | 0.33% | 56 |
|
|
2020
Q3 | $484K | Buy |
1,553
+25
| +2% | +$7.79K | 0.35% | 58 |
|
|
2020
Q2 | $451K | Hold |
1,528
| – | – | 0.36% | 55 |
|
|
2020
Q1 | $381K | Buy |
1,528
+1
| +0.1% | +$249 | 0.36% | 56 |
|
|
2019
Q4 | $449K | Hold |
1,527
| – | – | 0.45% | 51 |
|
|
2019
Q3 | $332K | Hold |
1,527
| – | – | 0.3% | 64 |
|
|
2019
Q2 | $373K | Sell |
1,527
-22
| -1% | -$5.37K | 0.37% | 55 |
|
|
2019
Q1 | $383 | Buy |
1,549
+47
| +3% | +$12 | 0.34% | 59 |
|
|
2018
Q4 | $374 | Sell |
1,502
-22
| -1% | -$5 | 0.32% | 54 |
|
|
2018
Q3 | $405K | Hold |
1,524
| – | – | 0.35% | 54 |
|
|
2018
Q2 | $374K | Buy |
+1,524
| New | +$374K | 0.4% | 48 |
|
|
2018
Q1 | – | Sell |
-1,524
| Closed | -$336K | – | 94 |
|
|
2017
Q4 | $336K | Buy |
+1,524
| New | +$336K | 0.38% | 43 |
|