FP
Factorial Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,800
| Closed | -$917K | – | 83 |
|
|
2024
Q2 | $917K | Sell |
1,800
-4,200
| -70% | -$2.14M | 0.56% | 56 |
|
|
2024
Q1 | $2.97M | Buy |
6,000
+300
| +5% | +$148K | 1.69% | 25 |
|
|
2023
Q4 | $3M | Buy |
5,700
+2,240
| +65% | +$1.18M | 1.9% | 16 |
|
|
2023
Q3 | $1.74M | Hold |
3,460
| – | – | 1.27% | 32 |
|
|
2023
Q2 | $1.66M | Buy |
3,460
+1,960
| +131% | +$942K | 1.15% | 31 |
|
|
2023
Q1 | $709K | Buy |
+1,500
| New | +$709K | 0.53% | 65 |
|