Beck Bode LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-761
| Closed | -$366K | – | 151 |
|
|
2023
Q2 | $366K | Buy |
761
+12
| +2% | +$5.77K | 0.09% | 116 |
|
|
2023
Q1 | $354K | Sell |
749
-3,752
| -83% | -$1.77M | 0.09% | 123 |
|
|
2022
Q4 | $2.39M | Sell |
4,501
-88
| -2% | -$46.7K | 0.54% | 60 |
|
|
2022
Q3 | $2.32M | Buy |
4,589
+6
| +0.1% | +$3.03K | 0.5% | 60 |
|
|
2022
Q2 | $2.35M | Buy |
4,583
+3,720
| +431% | +$1.91M | 0.5% | 51 |
|
|
2022
Q1 | $440K | Buy |
863
+60
| +7% | +$30.6K | 0.1% | 108 |
|
|
2021
Q4 | $403K | Hold |
803
| – | – | 0.1% | 66 |
|
|
2021
Q3 | $314K | Sell |
803
-9
| -1% | -$3.52K | 0.09% | 71 |
|
|
2021
Q2 | $325K | Sell |
812
-10
| -1% | -$4K | 0.09% | 65 |
|
|
2021
Q1 | $306K | Buy |
+822
| New | +$306K | 0.09% | 55 |
|
|
2020
Q4 | – | Sell |
-922
| Closed | -$287K | – | 258 |
|
|
2020
Q3 | $287K | Sell |
922
-28
| -3% | -$8.72K | 0.1% | 47 |
|
|
2020
Q2 | $280K | Hold |
950
| – | – | 0.11% | 44 |
|
|
2020
Q1 | $278K | Hold |
950
| – | – | 0.13% | 48 |
|
|
2019
Q4 | $279K | Sell |
950
-400
| -30% | -$117K | 0.11% | 63 |
|
|
2019
Q3 | $293K | Sell |
1,350
-300
| -18% | -$65.1K | 0.13% | 60 |
|
|
2019
Q2 | $403K | Sell |
1,650
-300
| -15% | -$73.3K | 0.18% | 52 |
|
|
2019
Q1 | $482K | Sell |
1,950
-1,249
| -39% | -$309K | 0.23% | 52 |
|
|
2018
Q4 | $797K | Buy |
+3,199
| New | +$797K | 0.43% | 49 |
|