Emerald 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 |
-1,340
| Closed | -$663K | – | 274 |
|
|
2024
Q1 | $663K | Sell |
1,340
-510
| -28% | -$252K | 0.03% | 164 |
|
|
2023
Q4 | $974K | Sell |
1,850
-205
| -10% | -$108K | 0.04% | 151 |
|
|
2023
Q3 | $1.04M | Buy |
2,055
+687
| +50% | +$346K | 0.05% | 142 |
|
|
2023
Q2 | $658K | Sell |
1,368
-287
| -17% | -$138K | 0.03% | 165 |
|
|
2023
Q1 | $782K | Hold |
1,655
| – | – | 0.04% | 153 |
|
|
2022
Q4 | $877K | Sell |
1,655
-39
| -2% | -$20.7K | 0.04% | 142 |
|
|
2022
Q3 | $856K | Buy |
1,694
+195
| +13% | +$98.5K | 0.04% | 144 |
|
|
2022
Q2 | $770K | Buy |
+1,499
| New | +$770K | 0.04% | 156 |
|
|
2015
Q2 | – | Sell |
-3,218
| Closed | -$378K | – | 374 |
|
|
2015
Q1 | $378K | Sell |
3,218
-261
| -8% | -$30.7K | 0.02% | 292 |
|
|
2014
Q4 | $352K | Sell |
3,479
-341
| -9% | -$34.5K | 0.02% | 288 |
|
|
2014
Q3 | $329K | Sell |
3,820
-1,966
| -34% | -$169K | 0.02% | 298 |
|
|
2014
Q2 | $473K | Sell |
5,786
-417
| -7% | -$34.1K | 0.03% | 283 |
|
|
2014
Q1 | $509K | Sell |
6,203
-740
| -11% | -$60.7K | 0.03% | 282 |
|
|
2013
Q4 | $523K | Buy |
6,943
+497
| +8% | +$37.4K | 0.03% | 274 |
|
|
2013
Q3 | $462K | Sell |
6,446
-1,012
| -14% | -$72.5K | 0.03% | 280 |
|
|
2013
Q2 | $488K | Buy |
+7,458
| New | +$488K | 0.03% | 270 |
|