Cavalier Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,479
| Closed | -$784K | – | 96 |
|
|
2022
Q4 | $784K | Sell |
1,479
-84
| -5% | -$44.5K | 0.28% | 53 |
|
|
2022
Q3 | $789K | Sell |
1,563
-504
| -24% | -$254K | 0.29% | 50 |
|
|
2022
Q2 | $1.06M | Sell |
2,067
-941
| -31% | -$483K | 0.37% | 48 |
|
|
2022
Q1 | $1.53M | Sell |
3,008
-636
| -17% | -$324K | 0.4% | 53 |
|
|
2021
Q4 | $1.83M | Sell |
3,644
-193
| -5% | -$96.9K | 0.48% | 59 |
|
|
2021
Q3 | $1.5M | Buy |
3,837
+161
| +4% | +$62.9K | 0.47% | 80 |
|
|
2021
Q2 | $1.47M | Hold |
3,676
| – | – | 0.53% | 74 |
|
|
2021
Q1 | $1.37M | Hold |
3,676
| – | – | 0.6% | 71 |
|
|
2020
Q4 | $1.29M | Buy |
3,676
+919
| +33% | +$322K | 0.59% | 65 |
|
|
2020
Q3 | $860K | Sell |
2,757
-1,602
| -37% | -$500K | 0.58% | 50 |
|
|
2020
Q2 | $1.29M | Buy |
+4,359
| New | +$1.29M | 0.74% | 37 |
|