Fernwood Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $515K | Sell |
1,018
-66
| -6% | -$33.4K | 0.18% | 104 |
|
|
2024
Q3 | $634K | Sell |
1,084
-14
| -1% | -$8.19K | 0.21% | 98 |
|
|
2024
Q2 | $559K | Sell |
1,098
-109
| -9% | -$55.5K | 0.17% | 113 |
|
|
2024
Q1 | $597K | Sell |
1,207
-70
| -5% | -$34.6K | 0.17% | 110 |
|
|
2023
Q4 | $672K | Hold |
1,277
| – | – | 0.22% | 96 |
|
|
2023
Q3 | $644K | Hold |
1,277
| – | – | 0.23% | 93 |
|
|
2023
Q2 | $614K | Buy |
1,277
+91
| +8% | +$43.7K | 0.22% | 101 |
|
|
2023
Q1 | $560K | Sell |
1,186
-60
| -5% | -$28.4K | 0.22% | 107 |
|
|
2022
Q4 | $661K | Sell |
1,246
-90
| -7% | -$47.7K | 0.27% | 100 |
|
|
2022
Q3 | $675K | Buy |
1,336
+50
| +4% | +$25.3K | 0.28% | 92 |
|
|
2022
Q2 | $661K | Sell |
1,286
-15
| -1% | -$7.71K | 0.28% | 95 |
|
|
2022
Q1 | $663K | Hold |
1,301
| – | – | 0.23% | 112 |
|
|
2021
Q4 | $653K | Hold |
1,301
| – | – | 0.21% | 117 |
|
|
2021
Q3 | $508K | Buy |
1,301
+8
| +0.6% | +$3.12K | 0.17% | 128 |
|
|
2021
Q2 | $518K | Hold |
1,293
| – | – | 0.17% | 130 |
|
|
2021
Q1 | $481K | Buy |
1,293
+14
| +1% | +$5.21K | 0.18% | 127 |
|
|
2020
Q4 | $449K | Hold |
1,279
| – | – | 0.18% | 126 |
|
|
2020
Q3 | $399K | Hold |
1,279
| – | – | 0.19% | 120 |
|
|
2020
Q2 | $377K | Sell |
1,279
-16
| -1% | -$4.72K | 0.19% | 117 |
|
|
2020
Q1 | $323K | Hold |
1,295
| – | – | 0.21% | 110 |
|
|
2019
Q4 | $381K | Sell |
1,295
-25
| -2% | -$7.36K | 0.18% | 112 |
|
|
2019
Q3 | $287K | Buy |
1,320
+25
| +2% | +$5.44K | 0.14% | 139 |
|
|
2019
Q2 | $316K | Buy |
1,295
+21
| +2% | +$5.12K | 0.17% | 111 |
|
|
2019
Q1 | $315K | Buy |
1,274
+11
| +0.9% | +$2.72K | 0.17% | 114 |
|
|
2018
Q4 | $315K | Buy |
1,263
+63
| +5% | +$15.7K | 0.2% | 110 |
|
|
2018
Q3 | $319K | Hold |
1,200
| – | – | 0.17% | 122 |
|
|
2018
Q2 | $294K | Hold |
1,200
| – | – | 0.16% | 130 |
|
|
2018
Q1 | $257K | Hold |
1,200
| – | – | 0.14% | 123 |
|
|
2017
Q4 | $265K | Hold |
1,200
| – | – | 0.14% | 127 |
|
|
2017
Q3 | $235K | Hold |
1,200
| – | – | 0.15% | 122 |
|
|
2017
Q2 | $223K | Buy |
+1,200
| New | +$223K | 0.16% | 122 |
|