Emerald Mutual Fund Advisers Trust’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 |
-383
| Closed | -$189K | – | 247 |
|
|
2024
Q1 | $189K | Sell |
383
-117
| -23% | -$57.9K | 0.01% | 191 |
|
|
2023
Q4 | $263K | Buy |
500
+70
| +16% | +$36.9K | 0.01% | 200 |
|
|
2023
Q3 | $217K | Buy |
430
+140
| +48% | +$70.6K | 0.01% | 195 |
|
|
2023
Q2 | $139K | Buy |
+290
| New | +$139K | 0.01% | 218 |
|
|
2023
Q1 | – | Sell |
-460
| Closed | -$244K | – | 267 |
|
|
2022
Q4 | $244K | Sell |
460
-81
| -15% | -$42.9K | 0.02% | 168 |
|
|
2022
Q3 | $273K | Buy |
541
+70
| +15% | +$35.3K | 0.02% | 177 |
|
|
2022
Q2 | $242K | Buy |
+471
| New | +$242K | 0.01% | 172 |
|