Windsor Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $581K | Buy |
1,153
+4
| +0.3% | +$2.02K | 0.11% | 93 |
|
|
2023
Q2 | $552K | Buy |
1,149
+109
| +10% | +$52.4K | 0.1% | 95 |
|
|
2023
Q1 | $536K | Hold |
1,040
| – | – | 0.1% | 96 |
|
|
2022
Q4 | $510K | Buy |
1,040
+1
| +0.1% | +$490 | 0.11% | 97 |
|
|
2022
Q3 | $525K | Sell |
1,039
-31
| -3% | -$15.7K | 0.13% | 90 |
|
|
2022
Q2 | $551K | Sell |
1,070
-4,769
| -82% | -$2.46M | 0.14% | 89 |
|
|
2022
Q1 | $3.19M | Sell |
5,839
-10
| -0.2% | -$5.46K | 0.59% | 37 |
|
|
2021
Q4 | $2.87M | Buy |
5,849
+329
| +6% | +$161K | 0.53% | 40 |
|
|
2021
Q3 | $2.17M | Buy |
5,520
+205
| +4% | +$80.4K | 0.45% | 42 |
|
|
2021
Q2 | $2.13M | Buy |
5,315
+220
| +4% | +$88.1K | 0.46% | 44 |
|
|
2021
Q1 | $1.9M | Buy |
5,095
+181
| +4% | +$67.4K | 0.45% | 44 |
|
|
2020
Q4 | $1.72M | Buy |
4,914
+81
| +2% | +$28.4K | 0.44% | 48 |
|
|
2020
Q3 | $1.56M | Buy |
4,833
+336
| +7% | +$109K | 0.45% | 47 |
|
|
2020
Q2 | $1.33M | Buy |
4,497
+39
| +0.9% | +$11.5K | 0.42% | 56 |
|
|
2020
Q1 | $1.11M | Buy |
4,458
+268
| +6% | +$66.9K | 0.45% | 52 |
|
|
2019
Q4 | $1.23M | Buy |
4,190
+212
| +5% | +$62.3K | 0.45% | 54 |
|
|
2019
Q3 | $862K | Buy |
3,978
+218
| +6% | +$47.2K | 0.38% | 70 |
|
|
2019
Q2 | $912K | Buy |
3,760
+667
| +22% | +$162K | 0.4% | 72 |
|
|
2019
Q1 | $765K | Buy |
3,093
+322
| +12% | +$79.6K | 0.43% | 69 |
|
|
2018
Q4 | $690K | Buy |
2,771
+630
| +29% | +$157K | 0.47% | 66 |
|
|
2018
Q3 | $570K | Buy |
2,141
+523
| +32% | +$139K | 0.37% | 78 |
|
|
2018
Q2 | $397K | Buy |
+1,618
| New | +$397K | 0.31% | 86 |
|