Winfield Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $645K | Sell |
1,264
-35
| -3% | -$17.9K | 0.23% | 90 |
|
|
2021
Q4 | $652K | Sell |
1,299
-8
| -0.6% | -$4.02K | 0.22% | 93 |
|
|
2021
Q3 | $511K | Hold |
1,307
| – | – | 0.19% | 100 |
|
|
2021
Q2 | $523K | Sell |
1,307
-71
| -5% | -$28.4K | 0.19% | 98 |
|
|
2021
Q1 | $513K | Hold |
1,378
| – | – | 0.21% | 92 |
|
|
2020
Q4 | $483K | Hold |
1,378
| – | – | 0.2% | 88 |
|
|
2020
Q3 | $430K | Hold |
1,378
| – | – | 0.2% | 85 |
|
|
2020
Q2 | $406K | Buy |
1,378
+240
| +21% | +$70.7K | 0.21% | 83 |
|
|
2020
Q1 | $284K | Buy |
+1,138
| New | +$284K | 0.18% | 81 |
|
|
2018
Q1 | – | Sell |
-645
| Closed | -$143K | – | 632 |
|
|
2017
Q4 | $143K | Hold |
645
| – | – | 0.07% | 133 |
|
|
2017
Q3 | $126K | Hold |
645
| – | – | 0.07% | 133 |
|
|
2017
Q2 | $120K | Hold |
645
| – | – | 0.07% | 136 |
|
|
2017
Q1 | $106K | Sell |
645
-25
| -4% | -$4.11K | 0.06% | 146 |
|
|
2016
Q4 | $107K | Buy |
670
+5
| +0.8% | +$799 | 0.07% | 143 |
|
|
2016
Q3 | $93K | Hold |
665
| – | – | 0.06% | 144 |
|
|
2016
Q2 | $94K | Buy |
665
+5
| +0.8% | +$707 | 0.06% | 141 |
|
|
2016
Q1 | $85K | Buy |
660
+510
| +340% | +$65.7K | 0.06% | 138 |
|
|
2015
Q4 | $18K | Sell |
150
-150
| -50% | -$18K | 0.01% | 219 |
|
|
2015
Q3 | $35K | Hold |
300
| – | – | 0.03% | 176 |
|
|
2015
Q2 | $37K | Hold |
300
| – | – | 0.03% | 176 |
|
|
2015
Q1 | $35K | Hold |
300
| – | – | 0.02% | 179 |
|
|
2014
Q4 | $30K | Hold |
300
| – | – | 0.02% | 184 |
|
|
2014
Q3 | $26K | Hold |
300
| – | – | 0.02% | 189 |
|
|
2014
Q2 | $24K | Hold |
300
| – | – | 0.02% | 208 |
|
|
2014
Q1 | $25K | Buy |
+300
| New | +$25K | 0.02% | 193 |
|