WealthPLAN Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-499
| Closed | -$292K | – | 267 |
|
|
2024
Q3 | $292K | Sell |
499
-24
| -5% | -$14K | 0.04% | 229 |
|
|
2024
Q2 | $266K | Sell |
523
-23
| -4% | -$11.7K | 0.03% | 263 |
|
|
2024
Q1 | $270K | Sell |
546
-131
| -19% | -$64.8K | 0.03% | 270 |
|
|
2023
Q4 | $356K | Buy |
677
+4
| +0.6% | +$2.11K | 0.04% | 254 |
|
|
2023
Q3 | $339K | Buy |
673
+26
| +4% | +$13.1K | 0.04% | 252 |
|
|
2023
Q2 | $311K | Sell |
647
-36
| -5% | -$17.3K | 0.04% | 240 |
|
|
2023
Q1 | $323K | Sell |
683
-910
| -57% | -$430K | 0.04% | 243 |
|
|
2022
Q4 | $785K | Buy |
+1,593
| New | +$785K | 0.05% | 198 |
|
|
2022
Q1 | $765K | Buy |
1,506
+97
| +7% | +$49.3K | 0.05% | 197 |
|
|
2021
Q4 | $665K | Sell |
1,409
-17
| -1% | -$8.02K | 0.04% | 224 |
|
|
2021
Q3 | $663K | Buy |
1,426
+57
| +4% | +$26.5K | 0.04% | 214 |
|
|
2021
Q2 | $558K | Buy |
1,369
+12
| +0.9% | +$4.89K | 0.04% | 224 |
|
|
2021
Q1 | $558K | Buy |
1,357
+30
| +2% | +$12.3K | 0.04% | 211 |
|
|
2020
Q4 | $437K | Sell |
1,327
-135
| -9% | -$44.5K | 0.04% | 231 |
|
|
2020
Q3 | $518K | Sell |
1,462
-236
| -14% | -$83.6K | 0.05% | 190 |
|
|
2020
Q2 | $546K | Sell |
1,698
-52
| -3% | -$16.7K | 0.06% | 174 |
|
|
2020
Q1 | $509K | Sell |
1,750
-126
| -7% | -$36.6K | 0.07% | 152 |
|
|
2019
Q4 | $570K | Buy |
1,876
+22
| +1% | +$6.68K | 0.07% | 151 |
|
|
2019
Q3 | $470K | Buy |
1,854
+274
| +17% | +$69.5K | 0.06% | 155 |
|
|
2019
Q2 | $393K | Sell |
1,580
-2,215
| -58% | -$551K | 0.06% | 162 |
|
|
2019
Q1 | $896K | Buy |
3,795
+466
| +14% | +$110K | 0.14% | 116 |
|
|
2018
Q4 | $903K | Sell |
3,329
-1,099
| -25% | -$298K | 0.15% | 109 |
|
|
2018
Q3 | $1.16M | Buy |
4,428
+536
| +14% | +$140K | 0.21% | 88 |
|
|
2018
Q2 | $955K | Buy |
3,892
+220
| +6% | +$54K | 0.2% | 100 |
|
|
2018
Q1 | $786K | Buy |
3,672
+977
| +36% | +$209K | 0.17% | 108 |
|
|
2017
Q4 | $594K | Buy |
2,695
+1,385
| +106% | +$305K | 0.16% | 114 |
|
|
2017
Q3 | $257K | Buy |
+1,310
| New | +$257K | 0.07% | 158 |
|
|
2017
Q2 | – | Sell |
-314
| Closed | -$51.9K | – | 410 |
|
|
2017
Q1 | $51.9K | Buy |
+314
| New | +$51.9K | 0.18% | 109 |
|
|
2016
Q3 | $140K | Sell |
1,010
-272
| -21% | -$37.6K | 0.05% | 192 |
|
|
2016
Q2 | $143K | Buy |
+1,282
| New | +$143K | 0.02% | 492 |
|
|
2015
Q4 | $104K | Buy |
+2,178
| New | +$104K | 0.02% | 408 |
|
|
2015
Q2 | $25K | Sell |
202
-313
| -61% | -$38.7K | 0.01% | 239 |
|
|
2015
Q1 | $60K | Buy |
+515
| New | +$60K | 0.03% | 222 |
|