FORA Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,728
| Closed | -$2.41M | – | 587 |
|
|
2024
Q2 | $2.41M | Sell |
4,728
-36,727
| -89% | -$18.7M | 0.29% | 116 |
|
|
2024
Q1 | $20.5M | Buy |
41,455
+25,177
| +155% | +$12.5M | 1.69% | 1 |
|
|
2023
Q4 | $8.57M | Buy |
+16,278
| New | +$8.57M | 0.74% | 32 |
|
|
2023
Q3 | – | Sell |
-597
| Closed | -$287K | – | 588 |
|
|
2023
Q2 | $287K | Sell |
597
-26,882
| -98% | -$12.9M | 0.04% | 284 |
|
|
2023
Q1 | $13M | Buy |
27,479
+23,475
| +586% | +$11.1M | 1.3% | 5 |
|
|
2022
Q4 | $2.12M | Buy |
+4,004
| New | +$2.12M | 0.34% | 81 |
|
|
2022
Q2 | – | Sell |
-511
| Closed | -$266K | – | 692 |
|
|
2022
Q1 | $266K | Sell |
511
-2,891
| -85% | -$1.5M | 0.05% | 419 |
|
|
2021
Q4 | $1.71M | Buy |
+3,402
| New | +$1.71M | 0.66% | 31 |
|
|
2021
Q2 | – | Sell |
-2,547
| Closed | -$948K | – | 1163 |
|
|
2021
Q1 | $948K | Sell |
2,547
-7,058
| -73% | -$2.63M | 0.31% | 65 |
|
|
2020
Q4 | $3.37M | Buy |
9,605
+3,605
| +60% | +$1.26M | 0.51% | 37 |
|
|
2020
Q3 | $1.87M | Buy |
6,000
+4,684
| +356% | +$1.46M | 1.23% | 11 |
|
|
2020
Q2 | $388K | Buy |
+1,316
| New | +$388K | 0.13% | 204 |
|