Carmel Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-474
| Closed | -$239K | – | 662 |
|
|
2023
Q3 | $239K | Buy |
474
+308
| +186% | +$155K | 0.11% | 133 |
|
|
2023
Q2 | $79.8K | Sell |
166
-209
| -56% | -$100K | 0.04% | 179 |
|
|
2023
Q1 | $177K | Sell |
375
-220
| -37% | -$104K | 0.1% | 136 |
|
|
2022
Q4 | $315K | Buy |
595
+27
| +5% | +$14.3K | 0.22% | 94 |
|
|
2022
Q3 | $287K | Hold |
568
| – | – | 0.28% | 84 |
|
|
2022
Q2 | $292K | Buy |
568
+30
| +6% | +$15.4K | 0.27% | 83 |
|
|
2022
Q1 | $274K | Sell |
538
-6
| -1% | -$3.06K | 0.23% | 90 |
|
|
2021
Q4 | $273K | Buy |
+544
| New | +$273K | 0.2% | 93 |
|