WP
WealthSource Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.56M | Sell |
2,963
-125
| -4% | -$65.8K | 0.1% | 153 |
|
|
2023
Q3 | $1.56M | Sell |
3,088
-930
| -23% | -$469K | 0.11% | 150 |
|
|
2023
Q2 | $1.93M | Sell |
4,018
-1,897
| -32% | -$912K | 0.13% | 124 |
|
|
2023
Q1 | $2.8M | Sell |
5,915
-93
| -2% | -$44K | 0.19% | 81 |
|
|
2022
Q4 | $3.19M | Buy |
6,008
+329
| +6% | +$174K | 0.23% | 78 |
|
|
2022
Q3 | $2.87M | Buy |
5,679
+82
| +1% | +$41.4K | 0.21% | 81 |
|
|
2022
Q2 | $2.88M | Sell |
5,597
-597
| -10% | -$307K | 0.21% | 82 |
|
|
2022
Q1 | $3.16M | Sell |
6,194
-173
| -3% | -$88.2K | 0.21% | 79 |
|
|
2021
Q4 | $3.2M | Sell |
6,367
-123
| -2% | -$61.8K | 0.26% | 64 |
|
|
2021
Q3 | $2.54M | Buy |
6,490
+817
| +14% | +$319K | 0.22% | 75 |
|
|
2021
Q2 | $2.27M | Sell |
5,673
-584
| -9% | -$234K | 0.2% | 75 |
|
|
2021
Q1 | $2.33M | Buy |
6,257
+509
| +9% | +$189K | 0.23% | 71 |
|
|
2020
Q4 | $2.02M | Sell |
5,748
-47
| -0.8% | -$16.5K | 0.24% | 53 |
|
|
2020
Q3 | $1.81M | Buy |
5,795
+281
| +5% | +$87.6K | 0.24% | 53 |
|
|
2020
Q2 | $1.63M | Sell |
5,514
-690
| -11% | -$203K | 0.23% | 56 |
|
|
2020
Q1 | $1.55M | Sell |
6,204
-876
| -12% | -$218K | 0.24% | 53 |
|
|
2019
Q4 | $2.08M | Sell |
7,080
-1,198
| -14% | -$352K | 0.27% | 66 |
|
|
2019
Q3 | $1.8M | Buy |
8,278
+646
| +8% | +$140K | 0.27% | 89 |
|
|
2019
Q2 | $1.86M | Buy |
7,632
+3,814
| +100% | +$931K | 0.29% | 93 |
|
|
2019
Q1 | $944K | Buy |
3,818
+1,708
| +81% | +$422K | 0.21% | 99 |
|
|
2018
Q4 | $526K | Buy |
2,110
+121
| +6% | +$30.2K | 0.15% | 140 |
|
|
2018
Q3 | $529K | Buy |
1,989
+162
| +9% | +$43.1K | 0.14% | 147 |
|
|
2018
Q2 | $448K | Buy |
1,827
+341
| +23% | +$83.6K | 0.13% | 162 |
|
|
2018
Q1 | $318K | Buy |
1,486
+191
| +15% | +$40.9K | 0.1% | 193 |
|
|
2017
Q4 | $285K | Buy |
+1,295
| New | +$285K | 0.09% | 208 |
|
|
2017
Q1 | – | Sell |
-1,292
| Closed | -$207K | – | 308 |
|
|
2016
Q4 | $207K | Sell |
1,292
-1,000
| -44% | -$160K | 0.09% | 223 |
|
|
2016
Q3 | $321K | Sell |
2,292
-483
| -17% | -$67.6K | 0.12% | 175 |
|
|
2016
Q2 | $392K | Hold |
2,775
| – | – | 0.15% | 143 |
|
|
2016
Q1 | $358K | Buy |
+2,775
| New | +$358K | 0.15% | 140 |
|