Accuvest Global Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,973
| Closed | -$1.41M | – | 147 |
|
|
2023
Q1 | $1.41M | Buy |
+2,973
| New | +$1.41M | 0.64% | 33 |
|
|
2022
Q4 | – | Sell |
-482
| Closed | -$243K | – | 125 |
|
|
2022
Q3 | $243K | Sell |
482
-25
| -5% | -$12.6K | 0.17% | 81 |
|
|
2022
Q2 | $260K | Sell |
507
-40
| -7% | -$20.5K | 0.17% | 82 |
|
|
2022
Q1 | $279K | Buy |
+547
| New | +$279K | 0.14% | 88 |
|
|
2018
Q4 | – | Sell |
-2,832
| Closed | -$753K | – | 145 |
|
|
2018
Q3 | $753K | Sell |
2,832
-685
| -19% | -$182K | 0.28% | 60 |
|
|
2018
Q2 | $863K | Buy |
+3,517
| New | +$863K | 0.33% | 50 |
|
|
2016
Q3 | – | Sell |
-3,445
| Closed | -$486K | – | 71 |
|
|
2016
Q2 | $486K | Hold |
3,445
| – | – | 0.3% | 37 |
|
|
2016
Q1 | $444K | Buy |
+3,445
| New | +$444K | 0.22% | 48 |
|