V Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,429
| Closed | -$687K | – | 344 |
|
|
2023
Q2 | $687K | Sell |
1,429
-10
| -0.7% | -$4.81K | 0.11% | 165 |
|
|
2023
Q1 | $680K | Buy |
1,439
+109
| +8% | +$51.5K | 0.13% | 162 |
|
|
2022
Q4 | $705K | Sell |
1,330
-601
| -31% | -$319K | 0.15% | 148 |
|
|
2022
Q3 | $975K | Sell |
1,931
-852
| -31% | -$430K | 0.2% | 114 |
|
|
2022
Q2 | $1.43M | Buy |
2,783
+13
| +0.5% | +$6.68K | 0.27% | 89 |
|
|
2022
Q1 | $1.41M | Sell |
2,770
-463
| -14% | -$236K | 0.23% | 109 |
|
|
2021
Q4 | $1.62M | Sell |
3,233
-80
| -2% | -$40.2K | 0.24% | 93 |
|
|
2021
Q3 | $1.29M | Sell |
3,313
-572
| -15% | -$223K | 0.2% | 118 |
|
|
2021
Q2 | $1.56M | Buy |
3,885
+677
| +21% | +$271K | 0.25% | 97 |
|
|
2021
Q1 | $1.19M | Buy |
3,208
+119
| +4% | +$44.3K | 0.22% | 116 |
|
|
2020
Q4 | $1.08M | Buy |
3,089
+1,789
| +138% | +$627K | 0.22% | 119 |
|
|
2020
Q3 | $405K | Sell |
1,300
-2,469
| -66% | -$769K | 0.28% | 91 |
|
|
2020
Q2 | $1.11M | Sell |
3,769
-67
| -2% | -$19.8K | 0.29% | 85 |
|
|
2020
Q1 | $957K | Buy |
3,836
+1,831
| +91% | +$457K | 0.3% | 83 |
|
|
2019
Q4 | $436K | Hold |
2,005
| – | – | 0.16% | 153 |
|
|
2019
Q3 | $436K | Sell |
2,005
-5,986
| -75% | -$1.3M | 0.16% | 154 |
|
|
2019
Q2 | $1.95M | Sell |
7,991
-151
| -2% | -$36.9K | 0.74% | 32 |
|
|
2019
Q1 | $1.88M | Sell |
8,142
-1,391
| -15% | -$322K | 0.76% | 33 |
|
|
2018
Q4 | $2.36M | Buy |
9,533
+133
| +1% | +$32.9K | 1.2% | 15 |
|
|
2018
Q3 | $2.51M | Buy |
9,400
+5,086
| +118% | +$1.36M | 1.16% | 13 |
|
|
2018
Q2 | $1.09M | Buy |
4,314
+1,181
| +38% | +$298K | 0.61% | 48 |
|
|
2018
Q1 | $691K | Buy |
3,133
+896
| +40% | +$198K | 0.37% | 75 |
|
|
2017
Q4 | $503K | Sell |
2,237
-993
| -31% | -$223K | 0.25% | 103 |
|
|
2017
Q3 | $641K | Buy |
3,230
+788
| +32% | +$156K | 0.33% | 75 |
|
|
2017
Q2 | $452K | Buy |
2,442
+261
| +12% | +$48.3K | 0.21% | 100 |
|
|
2017
Q1 | $355K | Buy |
+2,181
| New | +$355K | 0.22% | 119 |
|