Caerus Investment Advisors’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
-808
Closed -$425K 39
2023
Q4
$425K Hold
808
0.41% 25
2023
Q3
$407K Hold
808
0.42% 22
2023
Q2
$388K Buy
+808
New +$388K 0.44% 22