Financial Management Network’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-377
| Closed | -$223K | – | 179 |
|
|
2024
Q3 | $223K | Sell |
377
-99
| -21% | -$58.5K | 0.05% | 154 |
|
|
2024
Q2 | $232K | Sell |
476
-15
| -3% | -$7.31K | 0.06% | 138 |
|
|
2024
Q1 | $223K | Buy |
+491
| New | +$223K | 0.06% | 146 |
|
|
2023
Q4 | – | Sell |
-563
| Closed | -$287K | – | 155 |
|
|
2023
Q3 | $287K | Buy |
563
+5
| +0.9% | +$2.55K | 0.1% | 120 |
|
|
2023
Q2 | $266K | Sell |
558
-7
| -1% | -$3.34K | 0.09% | 126 |
|
|
2023
Q1 | $279K | Buy |
565
+32
| +6% | +$15.8K | 0.11% | 110 |
|
|
2022
Q4 | $269K | Buy |
533
+94
| +21% | +$47.4K | 0.12% | 119 |
|
|
2022
Q3 | $230K | Buy |
439
+5
| +1% | +$2.62K | 0.11% | 122 |
|
|
2022
Q2 | $224K | Hold |
434
| – | – | 0.12% | 116 |
|
|
2022
Q1 | $221K | Buy |
434
+1
| +0.2% | +$509 | 0.11% | 109 |
|
|
2021
Q4 | $213K | Buy |
+433
| New | +$213K | 0.1% | 127 |
|