Bosun Asset 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 |
-503
| Closed | -$294K | – | 214 |
|
|
2024
Q3 | $294K | Buy |
503
+10
| +2% | +$5.85K | 0.14% | 153 |
|
|
2024
Q2 | $251K | Buy |
493
+3
| +0.6% | +$1.53K | 0.15% | 130 |
|
|
2024
Q1 | $242K | Hold |
490
| – | – | 0.14% | 168 |
|
|
2023
Q4 | $258K | Buy |
+490
| New | +$258K | 0.26% | 70 |
|
|
2023
Q3 | – | Sell |
-300
| Closed | -$144K | – | 187 |
|
|
2023
Q2 | $144K | Buy |
+300
| New | +$144K | 0.14% | 108 |
|