Wealthspire Advisors (Maryland)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $6.1M | Buy |
19,569
+658
| +3% | +$205K | 0.22% | 57 |
|
|
2020
Q2 | $5.58M | Sell |
18,911
-98
| -0.5% | -$28.9K | 0.4% | 42 |
|
|
2020
Q1 | $4.74M | Sell |
19,009
-114
| -0.6% | -$28.4K | 0.41% | 43 |
|
|
2019
Q4 | $5.62M | Buy |
19,123
+78
| +0.4% | +$22.9K | 0.38% | 45 |
|
|
2019
Q3 | $4.14M | Buy |
19,045
+387
| +2% | +$84.1K | 0.3% | 55 |
|
|
2019
Q2 | $4.55M | Buy |
18,658
+2,038
| +12% | +$497K | 0.34% | 51 |
|
|
2019
Q1 | $4.11M | Buy |
16,620
+456
| +3% | +$113K | 0.31% | 51 |
|
|
2018
Q4 | $4.03M | Sell |
16,164
-234
| -1% | -$58.3K | 0.36% | 49 |
|
|
2018
Q3 | $4.36M | Buy |
16,398
+359
| +2% | +$95.5K | 0.36% | 44 |
|
|
2018
Q2 | $3.94M | Sell |
16,039
-344
| -2% | -$84.4K | 0.36% | 45 |
|
|
2018
Q1 | $3.51M | Buy |
16,383
+334
| +2% | +$71.5K | 0.33% | 53 |
|
|
2017
Q4 | $3.54M | Buy |
16,049
+2,270
| +16% | +$500K | 0.34% | 51 |
|
|
2017
Q3 | $2.7M | Buy |
13,779
+179
| +1% | +$35.1K | 0.29% | 56 |
|
|
2017
Q2 | $2.52M | Buy |
13,600
+5,912
| +77% | +$1.1M | 0.3% | 58 |
|
|
2017
Q1 | $1.26M | Sell |
7,688
-201
| -3% | -$33K | 0.18% | 84 |
|
|
2016
Q4 | $1.26M | Sell |
7,889
-831
| -10% | -$133K | 0.19% | 84 |
|
|
2016
Q3 | $1.22M | Buy |
8,720
+3
| +0% | +$420 | 0.19% | 84 |
|
|
2016
Q2 | $1.23M | Buy |
8,717
+171
| +2% | +$24.1K | 0.21% | 80 |
|
|
2016
Q1 | $1.1M | Buy |
8,546
+951
| +13% | +$123K | 0.19% | 82 |
|
|
2015
Q4 | $893K | Buy |
+7,595
| New | +$893K | 0.17% | 94 |
|