Duality Advisers’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 |
-9,302
| Closed | -$4.6M | – | 505 |
|
|
2024
Q1 | $4.6M | Buy |
+9,302
| New | +$4.6M | 0.45% | 44 |
|
|
2023
Q2 | – | Sell |
-10,307
| Closed | -$4.87M | – | 739 |
|
|
2023
Q1 | $4.87M | Buy |
10,307
+2,190
| +27% | +$1.03M | 0.55% | 26 |
|
|
2022
Q4 | $4.3M | Sell |
8,117
-1,859
| -19% | -$986K | 0.49% | 35 |
|
|
2022
Q3 | $5.04M | Buy |
+9,976
| New | +$5.04M | 0.55% | 27 |
|
|
2022
Q1 | – | Sell |
-8,463
| Closed | -$4.25M | – | 834 |
|
|
2021
Q4 | $4.25M | Buy |
8,463
+6,114
| +260% | +$3.07M | 0.46% | 52 |
|
|
2021
Q3 | $918K | Sell |
2,349
-6,971
| -75% | -$2.72M | 0.07% | 372 |
|
|
2021
Q2 | $3.73M | Buy |
9,320
+2,800
| +43% | +$1.12M | 0.33% | 93 |
|
|
2021
Q1 | $2.43M | Buy |
+6,520
| New | +$2.43M | 0.21% | 168 |
|
|
2020
Q3 | – | Sell |
-1,431
| Closed | -$422K | – | 654 |
|
|
2020
Q2 | $422K | Buy |
+1,431
| New | +$422K | 0.04% | 322 |
|
|
2020
Q1 | – | Sell |
-2,283
| Closed | -$671K | – | 311 |
|
|
2019
Q4 | $671K | Buy |
+2,283
| New | +$671K | 0.04% | 313 |
|
|
2019
Q3 | – | Sell |
-10,840
| Closed | -$2.65M | – | 395 |
|
|
2019
Q2 | $2.65M | Buy |
+10,840
| New | +$2.65M | 0.23% | 125 |
|