Wunderlich Capital Managemnt’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.26M | Buy |
6,405
+332
| +5% | +$169K | 1.46% | 30 |
|
|
2024
Q1 | $3M | Sell |
6,073
-317
| -5% | -$157K | 1.35% | 34 |
|
|
2023
Q4 | $3.36M | Sell |
6,390
-235
| -4% | -$124K | 1.51% | 28 |
|
|
2023
Q3 | $3.34M | Sell |
6,625
-43
| -0.6% | -$21.7K | 1.65% | 24 |
|
|
2023
Q2 | $3.21M | Sell |
6,668
-2
| -0% | -$961 | 1.57% | 26 |
|
|
2023
Q1 | $3.15M | Sell |
6,670
-1
| -0% | -$473 | 1.64% | 20 |
|
|
2022
Q4 | $3.54M | Sell |
6,671
-88
| -1% | -$46.7K | 1.97% | 14 |
|
|
2022
Q3 | $3.41M | Buy |
6,759
+52
| +0.8% | +$26.3K | 2.18% | 13 |
|
|
2022
Q2 | $3.45M | Sell |
6,707
-57
| -0.8% | -$29.3K | 2.01% | 11 |
|
|
2022
Q1 | $3.45M | Sell |
6,764
-69
| -1% | -$35.2K | 1.63% | 17 |
|
|
2021
Q4 | $3.43M | Buy |
6,833
+37
| +0.5% | +$18.6K | 1.53% | 22 |
|
|
2021
Q3 | $2.66M | Buy |
6,796
+155
| +2% | +$60.6K | 1.28% | 36 |
|
|
2021
Q2 | $2.66M | Buy |
6,641
+44
| +0.7% | +$17.6K | 1.35% | 33 |
|
|
2021
Q1 | $2.46M | Sell |
6,597
-94
| -1% | -$35K | 1.34% | 35 |
|
|
2020
Q4 | $2.35M | Sell |
6,691
-22
| -0.3% | -$7.71K | 1.3% | 31 |
|
|
2020
Q3 | $2.09M | Buy |
6,713
+11
| +0.2% | +$3.43K | 1.29% | 28 |
|
|
2020
Q2 | $1.98M | Sell |
6,702
-23
| -0.3% | -$6.79K | 1.39% | 27 |
|
|
2020
Q1 | $1.68M | Sell |
6,725
-129
| -2% | -$32.2K | 1.38% | 25 |
|
|
2019
Q4 | $2.02M | Sell |
6,854
-21
| -0.3% | -$6.17K | 1.27% | 37 |
|
|
2019
Q3 | $1.49M | Buy |
6,875
+13
| +0.2% | +$2.83K | 1.03% | 55 |
|
|
2019
Q2 | $1.67M | Buy |
+6,862
| New | +$1.67M | 1.11% | 45 |
|