Zeke Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.95M | Buy |
9,344
+1,322
| +16% | +$701K | 0.32% | 36 |
|
|
2022
Q3 | $4.05M | Buy |
8,022
+51
| +0.6% | +$25.8K | 0.3% | 45 |
|
|
2022
Q2 | $4.09M | Sell |
7,971
-4,189
| -34% | -$2.15M | 0.27% | 44 |
|
|
2022
Q1 | $6.2M | Buy |
12,160
+11,604
| +2,087% | +$5.92M | 0.31% | 41 |
|
|
2021
Q4 | $279K | Sell |
556
-8
| -1% | -$4.01K | 0.02% | 241 |
|
|
2021
Q3 | $220K | Buy |
+564
| New | +$220K | 0.01% | 268 |
|
|
2021
Q2 | – | Sell |
-1,591
| Closed | -$592K | – | 340 |
|
|
2021
Q1 | $592K | Buy |
1,591
+4
| +0.3% | +$1.49K | 0.04% | 117 |
|
|
2020
Q4 | $557K | Sell |
1,587
-502
| -24% | -$176K | 0.05% | 110 |
|
|
2020
Q3 | $651K | Buy |
2,089
+61
| +3% | +$19K | 0.08% | 90 |
|
|
2020
Q2 | $598K | Sell |
2,028
-154
| -7% | -$45.4K | 0.12% | 86 |
|
|
2020
Q1 | $544K | Sell |
2,182
-23,747
| -92% | -$5.92M | 0.15% | 83 |
|
|
2019
Q4 | $7.62M | Buy |
25,929
+945
| +4% | +$278K | 0.63% | 30 |
|
|
2019
Q3 | $5.43M | Buy |
24,984
+6,098
| +32% | +$1.33M | 0.48% | 39 |
|
|
2019
Q2 | $4.61M | Sell |
18,886
-118
| -0.6% | -$28.8K | 0.43% | 52 |
|
|
2019
Q1 | $4.7M | Buy |
19,004
+362
| +2% | +$89.5K | 0.44% | 46 |
|
|
2018
Q4 | $4.64M | Sell |
18,642
-7,091
| -28% | -$1.77M | 0.44% | 42 |
|
|
2018
Q3 | $6.85M | Sell |
25,733
-1,525
| -6% | -$406K | 0.56% | 33 |
|
|
2018
Q2 | $6.69M | Buy |
27,258
+1,829
| +7% | +$449K | 0.62% | 33 |
|
|
2018
Q1 | $5.44M | Buy |
25,429
+1,203
| +5% | +$257K | 0.5% | 38 |
|
|
2017
Q4 | $5.34M | Buy |
24,226
+3,803
| +19% | +$838K | 0.56% | 29 |
|
|
2017
Q3 | $4M | Buy |
20,423
+10,684
| +110% | +$2.09M | 0.55% | 33 |
|
|
2017
Q2 | $1.81M | Buy |
9,739
+2,368
| +32% | +$439K | 0.35% | 38 |
|
|
2017
Q1 | $1.21M | Buy |
7,371
+2,386
| +48% | +$391K | 0.25% | 53 |
|
|
2016
Q4 | $798K | Buy |
4,985
+2,787
| +127% | +$446K | 0.22% | 52 |
|
|
2016
Q3 | $318K | Buy |
+2,198
| New | +$318K | 0.14% | 56 |
|
|
2015
Q2 | – | Sell |
-1,792
| Closed | -$212K | – | 69 |
|
|
2015
Q1 | $212K | Buy |
+1,792
| New | +$212K | 0.17% | 63 |
|