Vantage Financial Partners (Illinois)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.23M | Sell |
4,377
-10
| -0.2% | -$5.09K | 0.55% | 32 |
|
|
2024
Q1 | $2.17M | Buy |
4,387
+50
| +1% | +$24.7K | 0.57% | 32 |
|
|
2023
Q4 | $2.28M | Sell |
4,337
-55
| -1% | -$29K | 0.69% | 31 |
|
|
2023
Q3 | $2.21M | Sell |
4,392
-98
| -2% | -$49.4K | 1.27% | 16 |
|
|
2023
Q2 | $2.16M | Buy |
4,490
+315
| +8% | +$151K | 1.2% | 16 |
|
|
2023
Q1 | $1.97M | Buy |
4,175
+375
| +10% | +$177K | 1.17% | 14 |
|
|
2022
Q4 | $2.01M | Sell |
3,800
-330
| -8% | -$175K | 1.16% | 15 |
|
|
2022
Q3 | $2.09M | Sell |
4,130
-50
| -1% | -$25.3K | 1.35% | 15 |
|
|
2022
Q2 | $2.15M | Buy |
4,180
+485
| +13% | +$249K | 1.27% | 15 |
|
|
2022
Q1 | $1.88M | Buy |
3,695
+30
| +0.8% | +$15.3K | 0.98% | 18 |
|
|
2021
Q4 | $1.84M | Sell |
3,665
-235
| -6% | -$118K | 0.93% | 17 |
|
|
2021
Q3 | $1.52M | Sell |
3,900
-275
| -7% | -$107K | 0.81% | 20 |
|
|
2021
Q2 | $1.67M | Buy |
4,175
+300
| +8% | +$120K | 0.93% | 19 |
|
|
2021
Q1 | $1.44M | Hold |
3,875
| – | – | 0.81% | 22 |
|
|
2020
Q4 | $1.36M | Hold |
3,875
| – | – | 0.79% | 25 |
|
|
2020
Q3 | $1.21M | Sell |
3,875
-900
| -19% | -$281K | 0.74% | 26 |
|
|
2020
Q2 | $1.41M | Hold |
4,775
| – | – | 0.88% | 17 |
|
|
2020
Q1 | $1.19M | Hold |
4,775
| – | – | 0.86% | 18 |
|
|
2019
Q4 | $1.4M | Buy |
4,775
+350
| +8% | +$103K | 0.82% | 22 |
|
|
2019
Q3 | $962K | Buy |
4,425
+975
| +28% | +$212K | 0.64% | 23 |
|
|
2019
Q2 | $842K | Buy |
+3,450
| New | +$842K | 0.54% | 27 |
|