Diversified’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.96M | Sell |
3,352
-32
| -0.9% | -$18.7K | 0.22% | 44 |
|
|
2024
Q2 | $1.72M | Buy |
3,384
+388
| +13% | +$198K | 0.2% | 44 |
|
|
2024
Q1 | $1.48M | Buy |
2,996
+117
| +4% | +$57.9K | 0.2% | 31 |
|
|
2023
Q4 | $1.52M | Buy |
2,879
+134
| +5% | +$70.6K | 0.33% | 28 |
|
|
2023
Q3 | $1.38M | Buy |
2,745
+38
| +1% | +$19.2K | 0.36% | 27 |
|
|
2023
Q2 | $1.3M | Sell |
2,707
-40
| -1% | -$19.2K | 0.33% | 29 |
|
|
2023
Q1 | $1.3M | Buy |
2,747
+62
| +2% | +$29.3K | 0.46% | 26 |
|
|
2022
Q4 | $1.42M | Buy |
2,685
+917
| +52% | +$486K | 0.56% | 26 |
|
|
2022
Q3 | $893K | Sell |
1,768
-201
| -10% | -$102K | 0.45% | 31 |
|
|
2022
Q2 | $1.01M | Buy |
1,969
+1
| +0.1% | +$513 | 0.42% | 35 |
|
|
2022
Q1 | $1M | Buy |
1,968
+1,503
| +323% | +$767K | 0.41% | 44 |
|
|
2021
Q4 | $234K | Buy |
+465
| New | +$234K | 0.1% | 102 |
|
|
2021
Q1 | – | Sell |
-464
| Closed | -$145K | – | 316 |
|
|
2020
Q4 | $145K | Buy |
+464
| New | +$145K | 0.12% | 106 |
|