Engle Capital Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-27,000
Closed -$12.8M 36
2023
Q1
$12.8M Sell
27,000
-24,000
-47% -$11.3M 4.18% 9
2022
Q4
$27M Buy
51,000
+7,000
+16% +$3.71M 12.16% 1
2022
Q3
$22.2M Buy
44,000
+19,000
+76% +$9.6M 6.51% 8
2022
Q2
$12.8M Buy
+25,000
New +$12.8M 5.09% 8