Wealthstreet Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $14K | Hold |
28
| – | – | 0.38% | 48 |
|
|
2021
Q4 | $14K | Hold |
28
| – | – | 0.35% | 49 |
|
|
2021
Q3 | $11K | Hold |
28
| – | – | 0.3% | 53 |
|
|
2021
Q2 | $11K | Sell |
28
-49,076
| -100% | -$19.3M | 0.06% | 77 |
|
|
2021
Q1 | $18.3M | Sell |
49,104
-7
| -0% | -$2.6K | 1.78% | 10 |
|
|
2020
Q4 | $17.2M | Sell |
49,111
-565
| -1% | -$198K | 1.74% | 14 |
|
|
2020
Q3 | $15.5M | Sell |
49,676
-675
| -1% | -$210K | 1.73% | 12 |
|
|
2020
Q2 | $14.9M | Sell |
50,351
-125
| -0.2% | -$36.9K | 1.82% | 11 |
|
|
2020
Q1 | $12.6M | Sell |
50,476
-73
| -0.1% | -$18.2K | 1.86% | 10 |
|
|
2019
Q4 | $14.9M | Sell |
50,549
-2,527
| -5% | -$743K | 1.73% | 11 |
|
|
2019
Q3 | $13.4M | Sell |
53,076
-2,015
| -4% | -$508K | 1.71% | 9 |
|
|
2019
Q2 | $13.4M | Buy |
55,091
+405
| +0.7% | +$98.8K | 1.74% | 12 |
|
|
2019
Q1 | $13.5M | Sell |
54,686
-259
| -0.5% | -$64K | 1.78% | 9 |
|
|
2018
Q4 | $14.7M | Sell |
54,945
-375
| -0.7% | -$100K | 2.06% | 8 |
|
|
2018
Q3 | $14.7M | Sell |
55,320
-680
| -1% | -$181K | 1.82% | 8 |
|
|
2018
Q2 | $13.7M | Sell |
56,000
-300
| -0.5% | -$73.6K | 1.82% | 9 |
|
|
2018
Q1 | $12M | Buy |
56,300
+430
| +0.8% | +$92K | 1.51% | 10 |
|
|
2017
Q4 | $12.3M | Buy |
+55,870
| New | +$12.3M | 1.49% | 11 |
|