Day & Ennis’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $277K | Hold |
527
| – | – | 0.1% | 102 |
|
|
2023
Q3 | $266K | Sell |
527
-50
| -9% | -$25.2K | 0.1% | 97 |
|
|
2023
Q2 | $277K | Hold |
577
| – | – | 0.11% | 96 |
|
|
2023
Q1 | $273K | Buy |
577
+11
| +2% | +$5.2K | 0.1% | 96 |
|
|
2022
Q4 | $300K | Hold |
566
| – | – | 0.12% | 94 |
|
|
2022
Q3 | $286K | Hold |
566
| – | – | 0.12% | 89 |
|
|
2022
Q2 | $291K | Sell |
566
-147
| -21% | -$75.6K | 0.11% | 92 |
|
|
2022
Q1 | $364K | Buy |
713
+146
| +26% | +$74.5K | 0.12% | 88 |
|
|
2021
Q4 | $285K | Hold |
567
| – | – | 0.09% | 96 |
|
|
2021
Q3 | $222K | Hold |
567
| – | – | 0.08% | 113 |
|
|
2021
Q2 | $227K | Hold |
567
| – | – | 0.08% | 111 |
|
|
2021
Q1 | $211K | Buy |
+567
| New | +$211K | 0.08% | 111 |
|