CIS
Custom Index Systems’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-929
| Closed | -$470K | – | 357 |
|
|
2024
Q4 | $470K | Buy |
929
+45
| +5% | +$22.8K | 0.25% | 108 |
|
|
2024
Q3 | $517K | Buy |
884
+481
| +119% | +$281K | 0.28% | 108 |
|
|
2024
Q2 | $205K | Sell |
403
-264
| -40% | -$134K | 0.12% | 237 |
|
|
2024
Q1 | $330K | Buy |
+667
| New | +$330K | 0.19% | 179 |
|