Arcadia Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20
| Closed | -$11.7K | – | 322 |
|
|
2024
Q3 | $11.7K | Buy |
+20
| New | +$11.7K | ﹤0.01% | 221 |
|
|
2023
Q1 | – | Sell |
-435
| Closed | -$231K | – | 373 |
|
|
2022
Q4 | $231K | Buy |
435
+394
| +961% | +$209K | 0.05% | 119 |
|
|
2022
Q3 | $21K | Hold |
41
| – | – | 0.01% | 230 |
|
|
2022
Q2 | $21K | Hold |
41
| – | – | ﹤0.01% | 236 |
|
|
2022
Q1 | $21K | Hold |
41
| – | – | ﹤0.01% | 240 |
|
|
2021
Q4 | $21K | Hold |
41
| – | – | ﹤0.01% | 241 |
|
|
2021
Q3 | $16K | Hold |
41
| – | – | ﹤0.01% | 239 |
|
|
2021
Q2 | $16K | Buy |
+41
| New | +$16K | ﹤0.01% | 243 |
|
|
2015
Q3 | – | Sell |
-370
| Closed | -$45K | – | 220 |
|
|
2015
Q2 | $45K | Buy |
+370
| New | +$45K | 0.01% | 165 |
|