Cary Street Partners Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $470K | Buy |
803
+36
| +5% | +$21K | 0.06% | 157 |
|
|
2024
Q2 | $391K | Buy |
+767
| New | +$391K | 0.06% | 165 |
|
|
2023
Q2 | – | Sell |
-73
| Closed | -$34.5K | – | 385 |
|
|
2023
Q1 | $34.5K | Sell |
73
-80
| -52% | -$37.8K | 0.01% | 265 |
|
|
2022
Q4 | $81.1K | Sell |
153
-32
| -17% | -$17K | 0.02% | 228 |
|
|
2022
Q3 | $94K | Buy |
+185
| New | +$94K | 0.02% | 188 |
|