Veritable’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 |
-27,455
| Closed | -$13.2M | – | 750 |
|
|
2023
Q2 | $13.2M | Sell |
27,455
-108
| -0.4% | -$51.9K | 0.2% | 54 |
|
|
2023
Q1 | $13M | Buy |
27,563
+748
| +3% | +$353K | 0.21% | 53 |
|
|
2022
Q4 | $14.2M | Buy |
26,815
+477
| +2% | +$253K | 0.24% | 48 |
|
|
2022
Q3 | $13.3M | Sell |
26,338
-6,729
| -20% | -$3.4M | 0.26% | 45 |
|
|
2022
Q2 | $17M | Buy |
33,067
+106
| +0.3% | +$54.4K | 0.31% | 39 |
|
|
2022
Q1 | $16.8M | Sell |
32,961
-374
| -1% | -$191K | 0.26% | 45 |
|
|
2021
Q4 | $16.7M | Sell |
33,335
-216
| -0.6% | -$108K | 0.25% | 51 |
|
|
2021
Q3 | $13.1M | Sell |
33,551
-270
| -0.8% | -$106K | 0.21% | 56 |
|
|
2021
Q2 | $13.5M | Buy |
33,821
+249
| +0.7% | +$99.7K | 0.22% | 56 |
|
|
2021
Q1 | $12.5M | Buy |
33,572
+121
| +0.4% | +$45K | 0.21% | 57 |
|
|
2020
Q4 | $11.7M | Sell |
33,451
-4,300
| -11% | -$1.51M | 0.22% | 57 |
|
|
2020
Q3 | $11.8M | Buy |
37,751
+103
| +0.3% | +$32.1K | 0.24% | 52 |
|
|
2020
Q2 | $11.1M | Sell |
37,648
-2,372
| -6% | -$700K | 0.24% | 58 |
|
|
2020
Q1 | $9.98M | Sell |
40,020
-3,376
| -8% | -$842K | 0.24% | 57 |
|
|
2019
Q4 | $12.8M | Buy |
43,396
+447
| +1% | +$131K | 0.23% | 60 |
|
|
2019
Q3 | $9.33M | Buy |
42,949
+760
| +2% | +$165K | 0.18% | 75 |
|
|
2019
Q2 | $10.3M | Buy |
42,189
+1,388
| +3% | +$339K | 0.2% | 71 |
|
|
2019
Q1 | $10.1M | Buy |
40,801
+432
| +1% | +$107K | 0.2% | 72 |
|
|
2018
Q4 | $10.1M | Sell |
40,369
-260
| -0.6% | -$64.8K | 0.23% | 63 |
|
|
2018
Q3 | $10.8M | Buy |
40,629
+695
| +2% | +$185K | 0.22% | 67 |
|
|
2018
Q2 | $9.8M | Sell |
39,934
-290
| -0.7% | -$71.1K | 0.21% | 67 |
|
|
2018
Q1 | $8.61M | Buy |
40,224
+1,133
| +3% | +$242K | 0.19% | 74 |
|
|
2017
Q4 | $8.62M | Sell |
39,091
-2,638
| -6% | -$582K | 0.17% | 78 |
|
|
2017
Q3 | $8.17M | Sell |
41,729
-283
| -0.7% | -$55.4K | 0.17% | 86 |
|
|
2017
Q2 | $7.79M | Buy |
42,012
+6,454
| +18% | +$1.2M | 0.18% | 85 |
|
|
2017
Q1 | $5.83M | Sell |
35,558
-557
| -2% | -$91.4K | 0.14% | 103 |
|
|
2016
Q4 | $5.78M | Sell |
36,115
-2,112
| -6% | -$338K | 0.14% | 97 |
|
|
2016
Q3 | $5.35M | Buy |
38,227
+2,361
| +7% | +$331K | 0.13% | 108 |
|
|
2016
Q2 | $5.06M | Buy |
35,866
+1,061
| +3% | +$150K | 0.13% | 108 |
|
|
2016
Q1 | $4.49M | Sell |
34,805
-10,312
| -23% | -$1.33M | 0.12% | 115 |
|
|
2015
Q4 | $5.31M | Sell |
45,117
-959
| -2% | -$113K | 0.15% | 102 |
|
|
2015
Q3 | $5.35M | Sell |
46,076
-259
| -0.6% | -$30K | 0.16% | 94 |
|
|
2015
Q2 | $5.65M | Sell |
46,335
-13,207
| -22% | -$1.61M | 0.15% | 101 |
|
|
2015
Q1 | $7.04M | Sell |
59,542
-792
| -1% | -$93.7K | 0.15% | 116 |
|
|
2014
Q4 | $6.1M | Sell |
60,334
-1,698
| -3% | -$172K | 0.13% | 133 |
|
|
2014
Q3 | $5.35M | Sell |
62,032
-484
| -0.8% | -$41.7K | 0.11% | 137 |
|
|
2014
Q2 | $5.11M | Sell |
62,516
-3,919
| -6% | -$320K | 0.11% | 140 |
|
|
2014
Q1 | $5.45M | Sell |
66,435
-968
| -1% | -$79.4K | 0.12% | 132 |
|
|
2013
Q4 | $5.08M | Buy |
67,403
+1,860
| +3% | +$140K | 0.11% | 137 |
|
|
2013
Q3 | $4.69M | Buy |
65,543
+8,934
| +16% | +$640K | 0.11% | 139 |
|
|
2013
Q2 | $3.71M | Buy |
+56,609
| New | +$3.71M | 0.09% | 157 |
|