Ergoteles’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,497
| Closed | -$2.64M | – | 804 |
|
|
2023
Q2 | $2.64M | Buy |
+5,497
| New | +$2.64M | 0.13% | 208 |
|
|
2022
Q4 | – | Sell |
-1,860
| Closed | -$939K | – | 1909 |
|
|
2022
Q3 | $939K | Buy |
+1,860
| New | +$939K | 0.03% | 509 |
|
|
2021
Q3 | – | Sell |
-125,441
| Closed | -$50.2M | – | 1683 |
|
|
2021
Q2 | $50.2M | Buy |
125,441
+37,760
| +43% | +$15.1M | 1.15% | 6 |
|
|
2021
Q1 | $32.6M | Sell |
87,681
-11,619
| -12% | -$4.32M | 1.02% | 17 |
|
|
2020
Q4 | $34.8M | Buy |
+99,300
| New | +$34.8M | 1.15% | 13 |
|