XS
XR Securities’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | – | – | 92 |
|
|
2024
Q3 | – | Sell |
-895
| Closed | -$456K | – | 121 |
|
|
2024
Q2 | $456K | Sell |
895
-556
| -38% | -$283K | 0.08% | 32 |
|
|
2024
Q1 | $718K | Buy |
1,451
+346
| +31% | +$171K | 0.02% | 31 |
|
|
2023
Q4 | $582K | Buy |
1,105
+646
| +141% | +$340K | 0.02% | 36 |
|
|
2023
Q3 | $231K | Sell |
459
-2,032
| -82% | -$1.02M | 0.02% | 51 |
|
|
2023
Q2 | $1.2M | Sell |
2,491
-1,144
| -31% | -$550K | 0.06% | 7 |
|
|
2023
Q1 | $1.72M | Buy |
+3,635
| New | +$1.72M | 0.04% | 13 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 301 |
|
|
2022
Q3 | – | Sell |
-1,018
| Closed | -$523K | – | 253 |
|
|
2022
Q2 | $523K | Buy |
+1,018
| New | +$523K | 0.17% | 45 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 293 |
|
|
2021
Q4 | – | Sell |
-849
| Closed | -$332K | – | 300 |
|
|
2021
Q3 | $332K | Buy |
+849
| New | +$332K | 0.15% | 67 |
|
|
2021
Q2 | – | Sell |
-3,670
| Closed | -$1.37M | – | 305 |
|
|
2021
Q1 | $1.37M | Buy |
+3,670
| New | +$1.37M | 0.08% | 19 |
|
|
2020
Q4 | – | Sell |
-957
| Closed | -$298K | – | 269 |
|
|
2020
Q3 | $298K | Buy |
957
+234
| +32% | +$72.9K | 0.02% | 47 |
|
|
2020
Q2 | $213K | Sell |
723
-514
| -42% | -$151K | 0.02% | 96 |
|
|
2020
Q1 | $308K | Sell |
1,237
-3,063
| -71% | -$763K | 0.02% | 68 |
|
|
2019
Q4 | $1.26M | Buy |
+4,300
| New | +$1.26M | 0.17% | 25 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 212 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 236 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 260 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 257 |
|