Avalon Capital 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 |
-554
| Closed | -$324K | – | 150 |
|
|
2024
Q3 | $324K | Buy |
554
+93
| +20% | +$54.4K | 0.1% | 103 |
|
|
2024
Q2 | $235K | Buy |
+461
| New | +$235K | 0.07% | 109 |
|
|
2014
Q3 | – | Sell |
-11,008
| Closed | -$900K | – | 102 |
|
|
2014
Q2 | $900K | Sell |
11,008
-20
| -0.2% | -$1.64K | 0.75% | 49 |
|
|
2014
Q1 | $904K | Buy |
11,028
+1,008
| +10% | +$82.6K | 0.73% | 52 |
|
|
2013
Q4 | $755K | Hold |
10,020
| – | – | 0.64% | 51 |
|
|
2013
Q3 | $718K | Sell |
10,020
-8,870
| -47% | -$636K | 0.71% | 43 |
|
|
2013
Q2 | $1.24M | Buy |
+18,890
| New | +$1.24M | 1.22% | 25 |
|