Fernwood Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $515K | Sell |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $559K | Sell |
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|
2024
Q1 | $597K | Sell |
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|
2023
Q4 | $672K | Hold |
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|
2023
Q3 | $644K | Hold |
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|
2023
Q2 | $614K | Buy |
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|
2023
Q1 | $560K | Sell |
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|
2022
Q4 | $661K | Sell |
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|
2022
Q3 | $675K | Buy |
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|
2022
Q2 | $661K | Sell |
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|
2022
Q1 | $663K | Hold |
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|
2021
Q4 | $653K | Hold |
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|
2021
Q3 | $508K | Buy |
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|
2021
Q2 | $518K | Hold |
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|
2021
Q1 | $481K | Buy |
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|
2020
Q4 | $449K | Hold |
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|
2020
Q3 | $399K | Hold |
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|
2020
Q2 | $377K | Sell |
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|
2020
Q1 | $323K | Hold |
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|
2019
Q4 | $381K | Sell |
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|
2019
Q3 | $287K | Buy |
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|
2019
Q2 | $316K | Buy |
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|
2019
Q1 | $315K | Buy |
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|
2018
Q4 | $315K | Buy |
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|
2018
Q3 | $319K | Hold |
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|
2018
Q2 | $294K | Hold |
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|
2018
Q1 | $257K | Hold |
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|
2017
Q4 | $265K | Hold |
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|
2017
Q3 | $235K | Hold |
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|
2017
Q2 | $223K | Buy |
|