Capitolis Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-151,067
| Closed | -$76.3M | – | 60 |
|
|
2022
Q3 | $76.3M | Hold |
151,067
| – | – | 5.43% | 5 |
|
|
2022
Q2 | $77.6M | Buy |
151,067
+50,000
| +49% | +$25.7M | 4.06% | 7 |
|
|
2022
Q1 | $51.5M | Sell |
101,067
-193,783
| -66% | -$98.8M | 2.59% | 12 |
|
|
2021
Q4 | $148M | Sell |
294,850
-108,077
| -27% | -$54.3M | 0.88% | 23 |
|
|
2021
Q3 | $171M | Buy |
402,927
+287,355
| +249% | +$122M | 1.56% | 14 |
|
|
2021
Q2 | $46.3M | Sell |
115,572
-27,736
| -19% | -$11.1M | 0.54% | 47 |
|
|
2021
Q1 | $53.3M | Buy |
143,308
+56,430
| +65% | +$21M | 0.92% | 21 |
|
|
2020
Q4 | $30.5M | Buy |
+86,878
| New | +$30.5M | 0.51% | 40 |
|