Capricorn Fund Managers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,801
| Closed | -$4.48M | – | 59 |
|
|
2024
Q2 | $4.48M | Buy |
8,801
+2,317
| +36% | +$1.18M | 3.16% | 11 |
|
|
2024
Q1 | $3.21M | Hold |
6,484
| – | – | 1.93% | 18 |
|
|
2023
Q4 | $3.41M | Hold |
6,484
| – | – | 1.88% | 23 |
|
|
2023
Q3 | $3.27M | Buy |
6,484
+3,284
| +103% | +$1.66M | 1.13% | 22 |
|
|
2023
Q2 | $1.54M | Sell |
3,200
-2,900
| -48% | -$1.39M | 0.55% | 33 |
|
|
2023
Q1 | $2.85M | Buy |
6,100
+300
| +5% | +$140K | 0.87% | 41 |
|
|
2022
Q4 | $3.08M | Buy |
+5,800
| New | +$3.08M | 0.79% | 39 |
|