TrustCore Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.16M | Sell |
2,186
-208
| -9% | -$110K | 0.1% | 104 |
|
|
2022
Q3 | $1.21M | Buy |
2,394
+12
| +0.5% | +$6.06K | 0.11% | 89 |
|
|
2022
Q2 | $1.22M | Hold |
2,382
| – | – | 0.11% | 94 |
|
|
2022
Q1 | $1.22M | Buy |
2,382
+225
| +10% | +$115K | 0.1% | 94 |
|
|
2021
Q4 | $1.08M | Buy |
2,157
+8
| +0.4% | +$4.02K | 0.12% | 87 |
|
|
2021
Q3 | $840K | Buy |
2,149
+121
| +6% | +$47.3K | 0.08% | 116 |
|
|
2021
Q2 | $812K | Buy |
2,028
+143
| +8% | +$57.3K | 0.09% | 121 |
|
|
2021
Q1 | $701K | Buy |
1,885
+30
| +2% | +$11.2K | 0.08% | 129 |
|
|
2020
Q4 | $651K | Buy |
1,855
+55
| +3% | +$19.3K | 0.08% | 127 |
|
|
2020
Q3 | $561K | Sell |
1,800
-200
| -10% | -$62.3K | 0.09% | 132 |
|
|
2020
Q2 | $590K | Sell |
2,000
-32
| -2% | -$9.44K | 0.1% | 122 |
|
|
2020
Q1 | $507K | Sell |
2,032
-93
| -4% | -$23.2K | 0.11% | 114 |
|
|
2019
Q4 | $625K | Hold |
2,125
| – | – | 0.12% | 111 |
|
|
2019
Q3 | $462K | Sell |
2,125
-250
| -11% | -$54.4K | 0.1% | 124 |
|
|
2019
Q2 | $580K | Buy |
2,375
+1,535
| +183% | +$375K | 0.13% | 109 |
|
|
2019
Q1 | $208K | Buy |
840
+22
| +3% | +$5.45K | 0.06% | 150 |
|
|
2018
Q4 | $204K | Buy |
818
+8
| +1% | +$2K | 0.11% | 62 |
|
|
2018
Q3 | $215K | Hold |
810
| – | – | 0.07% | 147 |
|
|
2018
Q2 | $199K | Buy |
810
+206
| +34% | +$50.6K | 0.07% | 138 |
|
|
2018
Q1 | $129K | Hold |
604
| – | – | 0.05% | 177 |
|
|
2017
Q4 | $133K | Buy |
+604
| New | +$133K | 0.05% | 169 |
|