USA Financial Formulas’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 |
-254
| Closed | -$129K | – | 366 |
|
|
2024
Q2 | $129K | Buy |
254
+60
| +31% | +$30.6K | 0.02% | 183 |
|
|
2024
Q1 | $96K | Buy |
194
+28
| +17% | +$13.9K | 0.02% | 209 |
|
|
2023
Q4 | $87.4K | Buy |
+166
| New | +$87.4K | 0.02% | 175 |
|
|
2022
Q3 | $17K | Buy |
34
+23
| +209% | +$11.5K | 0.03% | 101 |
|
|
2022
Q2 | $6K | Sell |
11
-147
| -93% | -$80.2K | 0.01% | 153 |
|
|
2022
Q1 | $81K | Buy |
+158
| New | +$81K | 0.09% | 108 |
|
|
2021
Q4 | – | Sell |
-2,212
| Closed | -$864K | – | 493 |
|
|
2021
Q3 | $864K | Sell |
2,212
-150
| -6% | -$58.6K | 0.77% | 64 |
|
|
2021
Q2 | $946K | Sell |
2,362
-1,498
| -39% | -$600K | 0.79% | 60 |
|
|
2021
Q1 | $1.44M | Sell |
3,860
-4,240
| -52% | -$1.58M | 1.17% | 13 |
|
|
2020
Q4 | $2.84M | Buy |
8,100
+1,841
| +29% | +$646K | 2.25% | 3 |
|
|
2020
Q3 | $1.95M | Buy |
+6,259
| New | +$1.95M | 1.47% | 26 |
|
|
2018
Q3 | – | Sell |
-12,921
| Closed | -$2.77M | – | 407 |
|
|
2018
Q2 | $2.77M | Sell |
12,921
-30
| -0.2% | -$6.42K | 0.67% | 71 |
|
|
2018
Q1 | $2.77M | Sell |
12,951
-13,549
| -51% | -$2.9M | 0.67% | 72 |
|
|
2017
Q4 | $5.84M | Sell |
26,500
-11,748
| -31% | -$2.59M | 1.39% | 15 |
|
|
2017
Q3 | $7.49M | Buy |
+38,248
| New | +$7.49M | 1.79% | 6 |
|
|
2017
Q2 | – | Sell |
-43,979
| Closed | -$7.21M | – | 319 |
|
|
2017
Q1 | $7.21M | Buy |
+43,979
| New | +$7.21M | 1.74% | 15 |
|
|
2015
Q3 | – | Sell |
-125,211
| Closed | -$15.3M | – | 201 |
|
|
2015
Q2 | $15.3M | Sell |
125,211
-1,555
| -1% | -$190K | 4.69% | 2 |
|
|
2015
Q1 | $15M | Buy |
126,766
+17,675
| +16% | +$2.09M | 4.89% | 1 |
|
|
2014
Q4 | $11M | Buy |
+109,091
| New | +$11M | 3.78% | 4 |
|