Wintrust Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $269K | Sell |
532
-44
| -8% | -$22.2K | 0.24% | 66 |
|
|
2024
Q3 | $336K | Sell |
576
-4,964
| -90% | -$2.9M | 0.25% | 72 |
|
|
2024
Q2 | $2.82M | Sell |
5,540
-1,852
| -25% | -$943K | 0.23% | 82 |
|
|
2024
Q1 | $3.66M | Sell |
7,392
-10
| -0.1% | -$4.95K | 0.32% | 58 |
|
|
2023
Q4 | $3.9M | Buy |
7,402
+206
| +3% | +$108K | 0.38% | 52 |
|
|
2023
Q3 | $3.63M | Buy |
7,196
+825
| +13% | +$416K | 0.38% | 55 |
|
|
2023
Q2 | $3.06M | Buy |
+6,371
| New | +$3.06M | 0.31% | 68 |
|
|
2023
Q1 | – | Sell |
-5,784
| Closed | -$3.07M | – | 393 |
|
|
2022
Q4 | $3.07M | Buy |
5,784
+930
| +19% | +$493K | 0.4% | 48 |
|
|
2022
Q3 | $2.45M | Sell |
4,854
-55
| -1% | -$27.8K | 0.31% | 64 |
|
|
2022
Q2 | $2.52M | Buy |
4,909
+209
| +4% | +$107K | 0.3% | 58 |
|
|
2022
Q1 | $2.4M | Buy |
4,700
+124
| +3% | +$63.2K | 0.23% | 74 |
|
|
2021
Q4 | $2.3M | Sell |
4,576
-160
| -3% | -$80.4K | 0.22% | 79 |
|
|
2021
Q3 | $1.85M | Buy |
4,736
+42
| +0.9% | +$16.4K | 0.25% | 78 |
|
|
2021
Q2 | $1.88M | Sell |
4,694
-203
| -4% | -$81.3K | 0.19% | 105 |
|
|
2021
Q1 | $1.78M | Buy |
+4,897
| New | +$1.78M | 0.18% | 112 |
|
|
2020
Q4 | – | Sell |
-3,615
| Closed | -$1.13M | – | 335 |
|
|
2020
Q3 | $1.13M | Sell |
3,615
-195
| -5% | -$60.8K | 0.15% | 120 |
|
|
2020
Q2 | $1.1M | Buy |
3,810
+429
| +13% | +$124K | 0.15% | 111 |
|
|
2020
Q1 | $843K | Buy |
3,381
+311
| +10% | +$77.5K | 0.14% | 121 |
|
|
2019
Q4 | $902K | Buy |
3,070
+253
| +9% | +$74.3K | 0.13% | 131 |
|
|
2019
Q3 | $612K | Buy |
2,817
+162
| +6% | +$35.2K | 0.09% | 179 |
|
|
2019
Q2 | $648K | Buy |
2,655
+1,159
| +77% | +$283K | 0.1% | 166 |
|
|
2019
Q1 | $370K | Buy |
1,496
+377
| +34% | +$93.2K | 0.06% | 246 |
|
|
2018
Q4 | $279K | Buy |
1,119
+165
| +17% | +$41.1K | 0.05% | 273 |
|
|
2018
Q3 | $254K | Buy |
+954
| New | +$254K | 0.04% | 307 |
|