Carmichael Hill & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $79.5K | Buy |
136
+30
| +28% | +$17.5K | 0.03% | 256 |
|
|
2024
Q2 | $54K | Hold |
106
| – | – | 0.02% | 283 |
|
|
2024
Q1 | $52.4K | Sell |
106
-80
| -43% | -$39.6K | 0.02% | 293 |
|
|
2023
Q4 | $98.2K | Hold |
186
| – | – | 0.04% | 216 |
|
|
2023
Q3 | $93.9K | Hold |
186
| – | – | 0.04% | 212 |
|
|
2023
Q2 | $89.3K | Sell |
186
-20
| -10% | -$9.61K | 0.04% | 220 |
|
|
2023
Q1 | $97.1K | Buy |
206
+21
| +11% | +$9.9K | 0.05% | 208 |
|
|
2022
Q4 | $98.2K | Sell |
185
-15
| -8% | -$7.96K | 0.05% | 203 |
|
|
2022
Q3 | $101K | Hold |
200
| – | – | 0.05% | 194 |
|
|
2022
Q2 | $103K | Buy |
200
+4
| +2% | +$2.06K | 0.05% | 194 |
|
|
2022
Q1 | $100K | Buy |
196
+1
| +0.5% | +$510 | 0.05% | 206 |
|
|
2021
Q4 | $98K | Hold |
195
| – | – | 0.04% | 202 |
|
|
2021
Q3 | $76K | Buy |
195
+15
| +8% | +$5.85K | 0.04% | 219 |
|
|
2021
Q2 | $72K | Sell |
180
-6
| -3% | -$2.4K | 0.04% | 229 |
|
|
2021
Q1 | $69K | Buy |
186
+1
| +0.5% | +$371 | 0.04% | 229 |
|
|
2020
Q4 | $65K | Hold |
185
| – | – | 0.04% | 228 |
|
|
2020
Q3 | $58K | Buy |
185
+1
| +0.5% | +$314 | 0.04% | 228 |
|
|
2020
Q2 | $54K | Hold |
184
| – | – | 0.04% | 224 |
|
|
2020
Q1 | $46K | Hold |
184
| – | – | 0.04% | 226 |
|
|
2019
Q4 | $54K | Buy |
+184
| New | +$54K | 0.04% | 238 |
|