AA
AlphaCentric Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.6M | Buy |
+7,123
| New | +$3.6M | 3.6% | 2 |
|
|
2023
Q2 | – | Sell |
-520
| Closed | -$246K | – | 278 |
|
|
2023
Q1 | $246K | Sell |
520
-10
| -2% | -$4.73K | 0.17% | 129 |
|
|
2022
Q4 | $281K | Buy |
530
+109
| +26% | +$57.8K | 0.28% | 104 |
|
|
2022
Q3 | $213K | Buy |
+421
| New | +$213K | 0.22% | 102 |
|
|
2021
Q4 | – | Sell |
-402
| Closed | -$157K | – | 273 |
|
|
2021
Q3 | $157K | Buy |
402
+1
| +0.2% | +$391 | 0.04% | 131 |
|
|
2021
Q2 | $161K | Buy |
401
+51
| +15% | +$20.5K | 0.04% | 127 |
|
|
2021
Q1 | $130K | Sell |
350
-10
| -3% | -$3.71K | 0.04% | 126 |
|
|
2020
Q4 | $126K | Buy |
360
+315
| +700% | +$110K | 0.05% | 100 |
|
|
2020
Q3 | $14K | Hold |
45
| – | – | 0.01% | 150 |
|
|
2020
Q2 | $13K | Buy |
+45
| New | +$13K | 0.01% | 130 |
|