Autumn Glory Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-500
| Closed | -$262K | – | 199 |
|
|
2025
Q1 | $262K | Hold |
500
| – | – | 0.13% | 151 |
|
|
2024
Q4 | $253K | Sell |
500
-707
| -59% | -$358K | 0.12% | 153 |
|
|
2024
Q3 | $707K | Buy |
1,207
+662
| +121% | +$388K | 0.27% | 96 |
|
|
2024
Q2 | $278K | Sell |
545
-140
| -20% | -$71.3K | 0.14% | 138 |
|
|
2024
Q1 | $339K | Hold |
685
| – | – | 0.17% | 116 |
|
|
2023
Q4 | $356K | Hold |
685
| – | – | 0.2% | 110 |
|
|
2023
Q3 | $345K | Hold |
685
| – | – | 0.21% | 103 |
|
|
2023
Q2 | $329K | Buy |
+685
| New | +$329K | 0.24% | 96 |
|
|
2023
Q1 | – | Sell |
-1,370
| Closed | -$726K | – | 179 |
|
|
2022
Q4 | $726K | Buy |
1,370
+685
| +100% | +$363K | 0.39% | 79 |
|
|
2022
Q3 | $346K | Sell |
685
-75
| -10% | -$37.9K | 0.23% | 99 |
|
|
2022
Q2 | $390K | Buy |
+760
| New | +$390K | 0.29% | 87 |
|
|
2022
Q1 | – | Sell |
-1,270
| Closed | -$638K | – | 223 |
|
|
2021
Q4 | $638K | Buy |
+1,270
| New | +$638K | 0.27% | 94 |
|