Claret Asset Management’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 |
-408
| Closed | -$216K | – | 159 |
|
|
2022
Q4 | $216K | Buy |
408
+9
| +2% | +$4.77K | 0.05% | 127 |
|
|
2022
Q3 | $202K | Sell |
399
-10
| -2% | -$5.06K | 0.05% | 128 |
|
|
2022
Q2 | $210K | Sell |
409
-115
| -22% | -$59K | 0.05% | 129 |
|
|
2022
Q1 | $267K | Buy |
524
+58
| +12% | +$29.6K | 0.05% | 127 |
|
|
2021
Q4 | $234K | Buy |
+466
| New | +$234K | 0.04% | 139 |
|
|
2020
Q1 | – | Sell |
-745
| Closed | -$219K | – | 197 |
|
|
2019
Q4 | $219K | Sell |
745
-226
| -23% | -$66.4K | 0.04% | 175 |
|
|
2019
Q3 | $211K | Buy |
+971
| New | +$211K | 0.04% | 173 |
|