Eldridge Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-420
| Closed | -$212K | – | 153 |
|
|
2023
Q3 | $212K | Hold |
420
| – | – | 0.07% | 135 |
|
|
2023
Q2 | $202K | Sell |
420
-55
| -12% | -$26.5K | 0.07% | 139 |
|
|
2023
Q1 | $224K | Sell |
475
-15
| -3% | -$7.07K | 0.08% | 128 |
|
|
2022
Q4 | $260K | Buy |
490
+70
| +17% | +$37.1K | 0.09% | 116 |
|
|
2022
Q3 | $212K | Hold |
420
| – | – | 0.08% | 123 |
|
|
2022
Q2 | $216K | Buy |
420
+20
| +5% | +$10.3K | 0.08% | 121 |
|
|
2022
Q1 | $204K | Hold |
400
| – | – | 0.07% | 121 |
|
|
2021
Q4 | $201K | Buy |
+400
| New | +$201K | 0.07% | 125 |
|