Beck 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
Q1 | – | Sell |
-2,708
| Closed | -$1.43M | – | 113 |
|
|
2023
Q4 | $1.43M | Buy |
+2,708
| New | +$1.43M | 0.49% | 75 |
|
|
2023
Q2 | – | Sell |
-1,447
| Closed | -$684K | – | 129 |
|
|
2023
Q1 | $684K | Sell |
1,447
-1,877
| -56% | -$887K | 0.29% | 94 |
|
|
2022
Q4 | $1.76M | Buy |
+3,324
| New | +$1.76M | 0.74% | 62 |
|
|
2017
Q1 | – | Sell |
-7,912
| Closed | -$1.27M | – | 106 |
|
|
2016
Q4 | $1.27M | Sell |
7,912
-809
| -9% | -$129K | 0.71% | 53 |
|
|
2016
Q3 | $1.22M | Sell |
8,721
-570
| -6% | -$79.8K | 0.74% | 47 |
|
|
2016
Q2 | $1.31M | Sell |
9,291
-149
| -2% | -$21K | 0.84% | 48 |
|
|
2016
Q1 | $1.22M | Buy |
9,440
+40
| +0.4% | +$5.16K | 0.84% | 40 |
|
|
2015
Q4 | $1.11M | Sell |
9,400
-159
| -2% | -$18.7K | 0.65% | 50 |
|
|
2015
Q3 | $1.11M | Sell |
9,559
-70
| -0.7% | -$8.12K | 0.77% | 46 |
|
|
2015
Q2 | $1.18M | Sell |
9,629
-119
| -1% | -$14.5K | 0.63% | 51 |
|
|
2015
Q1 | $1.15M | Sell |
9,748
-685
| -7% | -$81K | 0.66% | 47 |
|
|
2014
Q4 | $1.06M | Sell |
10,433
-369
| -3% | -$37.3K | 0.62% | 47 |
|
|
2014
Q3 | $918K | Sell |
10,802
-245
| -2% | -$20.8K | 0.65% | 49 |
|
|
2014
Q2 | $903K | Sell |
11,047
-464
| -4% | -$37.9K | 0.6% | 57 |
|
|
2014
Q1 | $942K | Sell |
11,511
-80
| -0.7% | -$6.55K | 0.72% | 50 |
|
|
2013
Q4 | $826K | Buy |
+11,591
| New | +$826K | 0.66% | 51 |
|