Geneva Partners’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 |
-1,311
| Closed | -$767K | – | 78 |
|
|
2024
Q3 | $767K | Buy |
+1,311
| New | +$767K | 0.33% | 48 |
|
|
2023
Q2 | – | Sell |
-3,199
| Closed | -$1.51M | – | 86 |
|
|
2023
Q1 | $1.51M | Sell |
3,199
-1,465
| -31% | -$692K | 1.29% | 32 |
|
|
2022
Q4 | $2.47M | Sell |
4,664
-1,769
| -27% | -$938K | 2.34% | 18 |
|
|
2022
Q3 | $3.25M | Sell |
6,433
-315
| -5% | -$159K | 3.71% | 9 |
|
|
2022
Q2 | $3.47M | Sell |
6,748
-849
| -11% | -$436K | 3.41% | 12 |
|
|
2022
Q1 | $3.87M | Sell |
7,597
-335
| -4% | -$171K | 2.39% | 18 |
|
|
2021
Q4 | $3.98M | Buy |
7,932
+180
| +2% | +$90.4K | 1.89% | 21 |
|
|
2021
Q3 | $3.03M | Buy |
7,752
+4,733
| +157% | +$1.85M | 1.43% | 28 |
|
|
2021
Q2 | $1.21M | Buy |
+3,019
| New | +$1.21M | 0.55% | 46 |
|
|
2020
Q3 | – | Sell |
-3,284
| Closed | -$969K | – | 96 |
|
|
2020
Q2 | $969K | Buy |
+3,284
| New | +$969K | 0.68% | 43 |
|
|
2019
Q1 | – | Sell |
-10,870
| Closed | -$2.71M | – | 72 |
|
|
2018
Q4 | $2.71M | Sell |
10,870
-1,085
| -9% | -$270K | 3.13% | 11 |
|
|
2018
Q3 | $3.18M | Sell |
11,955
-766
| -6% | -$204K | 2.44% | 11 |
|
|
2018
Q2 | $3.12M | Buy |
12,721
+531
| +4% | +$130K | 2.48% | 15 |
|
|
2018
Q1 | $2.61M | Sell |
12,190
-848
| -7% | -$181K | 2.15% | 16 |
|
|
2017
Q4 | $2.87M | Sell |
13,038
-240
| -2% | -$52.9K | 2.15% | 14 |
|
|
2017
Q3 | $2.6M | Buy |
+13,278
| New | +$2.6M | 2.05% | 13 |
|
|
2016
Q2 | $3.04M | Buy |
+16,413
| New | +$3.04M | 2.73% | 10 |
|