CAM
Crestone Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-510
| Closed | -$252K | – | 80 |
|
|
2024
Q1 | $252K | Buy |
510
+39
| +8% | +$19.3K | 0.05% | 84 |
|
|
2023
Q4 | $248K | Buy |
471
+24
| +5% | +$12.6K | 0.06% | 87 |
|
|
2023
Q3 | $225K | Buy |
+447
| New | +$225K | 0.05% | 99 |
|
|
2022
Q3 | – | Sell |
-608
| Closed | -$312K | – | 83 |
|
|
2022
Q2 | $312K | Sell |
608
-61
| -9% | -$31.3K | 0.07% | 65 |
|
|
2022
Q1 | $341K | Hold |
669
| – | – | 0.07% | 65 |
|
|
2021
Q4 | $336K | Sell |
669
-9
| -1% | -$4.52K | 0.07% | 70 |
|
|
2021
Q3 | $265K | Buy |
678
+9
| +1% | +$3.52K | 0.06% | 77 |
|
|
2021
Q2 | $268K | Hold |
669
| – | – | 0.06% | 74 |
|
|
2021
Q1 | $249K | Sell |
669
-57
| -8% | -$21.2K | 0.06% | 64 |
|
|
2020
Q4 | $255K | Sell |
726
-78
| -10% | -$27.4K | 0.07% | 57 |
|
|
2020
Q3 | $251K | Sell |
804
-7
| -0.9% | -$2.19K | 0.08% | 51 |
|
|
2020
Q2 | $239K | Sell |
811
-29
| -3% | -$8.55K | 0.08% | 58 |
|
|
2020
Q1 | $209K | Buy |
840
+26
| +3% | +$6.47K | 0.09% | 59 |
|
|
2019
Q4 | $239K | Buy |
+814
| New | +$239K | 0.08% | 46 |
|
|
2019
Q2 | – | Sell |
-820
| Closed | -$203K | – | 53 |
|
|
2019
Q1 | $203K | Buy |
+820
| New | +$203K | 0.07% | 49 |
|