USCA RIA’s UnitedHealth UNH Stock Holding History

USCA RIA’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	$8.3M	Sell	20,730 -4,857	-19%	-$1.94M	0.5%	49
2021 Q1	$9.52M	Buy	25,587 +13,971	+120%	+$5.2M	0.63%	34
2020 Q4	$4.07M	Buy	11,616 +1,100	+10%	+$386K	0.29%	79
2020 Q3	$3.28M	Buy	10,516 +2,889	+38%	+$901K	0.26%	93
2020 Q2	$2.25M	Buy	7,627 +154	+2%	+$45.4K	0.2%	108
2020 Q1	$1.86M	Buy	7,473 +144	+2%	+$35.9K	0.22%	107
2019 Q4	$2.16M	Buy	7,329 +2,320	+46%	+$682K	0.19%	158
2019 Q3	$1.09M	Sell	5,009 -516	-9%	-$112K	0.11%	222
2019 Q2	$1.35M	Sell	5,525 -925	-14%	-$226K	0.14%	195
2019 Q1	$1.6M	Buy	6,450 +14	+0.2%	+$3.46K	0.17%	160
2018 Q4	$1.6M	Sell	6,436 -2,691	-29%	-$670K	0.21%	136
2018 Q3	$2.43M	Buy	9,127 +3,358	+58%	+$893K	0.25%	131
2018 Q2	$1.42M	Sell	5,769 -463	-7%	-$114K	0.15%	180
2018 Q1	$1.33M	Buy	6,232 +257	+4%	+$55K	0.15%	190
2017 Q4	$1.32M	Buy	5,975 +358	+6%	+$78.9K	0.15%	171
2017 Q3	$1.04M	Hold	5,617	–	–	0.13%	184
2017 Q2	$1.04M	Sell	5,617 -950	-14%	-$176K	0.13%	185
2017 Q1	$1.08M	Sell	6,567 -166	-2%	-$27.2K	0.16%	178
2016 Q4	$1.08M	Sell	6,733 -12	-0.2%	-$1.92K	0.17%	159
2016 Q3	$944K	Sell	6,745 -90	-1%	-$12.6K	0.16%	163
2016 Q2	$965K	Buy	6,835 +69	+1%	+$9.74K	0.16%	162
2016 Q1	$872K	Sell	6,766 -1,530	-18%	-$197K	0.16%	158
2015 Q4	$976K	Sell	8,296 -34	-0.4%	-$4K	0.21%	142
2015 Q3	$966K	Buy	8,330 +11	+0.1%	+$1.28K	0.24%	124
2015 Q2	$1.02M	Sell	8,319 -10,904	-57%	-$1.33M	0.27%	116
2015 Q1	$2.27M	Buy	19,223 +1,462	+8%	+$173K	0.61%	40
2014 Q4	$1.8M	Buy	17,761 +275	+2%	+$27.8K	0.5%	49
2014 Q3	$1.51M	Buy	17,486 +11,440	+189%	+$987K	0.46%	59
2014 Q2	$494K	Buy	6,046 +246	+4%	+$20.1K	0.17%	151
2014 Q1	$476K	Sell	5,800 -9,034	-61%	-$741K	0.17%	152
2013 Q4	$1.12M	Buy	14,834 +8,934	+151%	+$673K	0.45%	65
2013 Q3	$422K	Sell	5,900 -217	-4%	-$15.5K	0.19%	139
2013 Q2	$401K	Buy	+6,117	New	+$401K	0.2%	135