Carr Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-610
| Closed | -$357K | – | 197 |
|
|
2024
Q3 | $357K | Buy |
610
+31
| +5% | +$18.1K | 0.1% | 135 |
|
|
2024
Q2 | $295K | Sell |
579
-463
| -44% | -$236K | 0.09% | 154 |
|
|
2024
Q1 | $515K | Sell |
1,042
-120
| -10% | -$59.4K | 0.17% | 102 |
|
|
2023
Q4 | $612K | Buy |
1,162
+29
| +3% | +$15.3K | 0.23% | 74 |
|
|
2023
Q3 | $602K | Buy |
1,133
+560
| +98% | +$297K | 0.24% | 74 |
|
|
2023
Q2 | $275K | Buy |
+573
| New | +$275K | 0.11% | 139 |
|