Donoghue Forlines’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,279
| Closed | -$633K | – | 260 |
|
|
2024
Q1 | $633K | Buy |
1,279
+185
| +17% | +$91.5K | 0.18% | 140 |
|
|
2023
Q4 | $576K | Sell |
1,094
-477
| -30% | -$251K | 0.18% | 150 |
|
|
2023
Q3 | $792K | Buy |
1,571
+783
| +99% | +$395K | 0.28% | 97 |
|
|
2023
Q2 | $379K | Buy |
+788
| New | +$379K | 0.12% | 188 |
|
|
2022
Q4 | – | Sell |
-1,319
| Closed | -$666K | – | 269 |
|
|
2022
Q3 | $666K | Sell |
1,319
-103
| -7% | -$52K | 0.24% | 70 |
|
|
2022
Q2 | $730K | Sell |
1,422
-185
| -12% | -$95K | 0.19% | 132 |
|
|
2022
Q1 | $820K | Buy |
+1,607
| New | +$820K | 0.18% | 185 |
|
|
2021
Q4 | – | Sell |
-2,697
| Closed | -$1.05M | – | 301 |
|
|
2021
Q3 | $1.05M | Sell |
2,697
-163
| -6% | -$63.7K | 0.2% | 118 |
|
|
2021
Q2 | $1.15M | Sell |
2,860
-614
| -18% | -$246K | 0.21% | 113 |
|
|
2021
Q1 | $1.29M | Buy |
+3,474
| New | +$1.29M | 0.25% | 91 |
|
|
2017
Q4 | – | Sell |
-11,550
| Closed | -$2.26M | – | 147 |
|
|
2017
Q3 | $2.26M | Buy |
+11,550
| New | +$2.26M | 0.24% | 75 |
|