Gratus Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.62M | Sell |
7,115
-1,006
| -12% | -$512K | 0.15% | 107 |
|
|
2024
Q1 | $4.02M | Sell |
8,121
-3,213
| -28% | -$1.59M | 0.18% | 99 |
|
|
2023
Q4 | $5.97M | Buy |
11,334
+4,474
| +65% | +$2.36M | 0.34% | 82 |
|
|
2023
Q3 | $3.46M | Buy |
6,860
+193
| +3% | +$97.3K | 0.23% | 86 |
|
|
2023
Q2 | $3.2M | Sell |
6,667
-135
| -2% | -$64.9K | 0.22% | 83 |
|
|
2023
Q1 | $3.21M | Sell |
6,802
-2,823
| -29% | -$1.33M | 0.25% | 79 |
|
|
2022
Q4 | $5.1M | Buy |
9,625
+2,988
| +45% | +$1.58M | 0.42% | 69 |
|
|
2022
Q3 | $3.35M | Buy |
6,637
+4,693
| +241% | +$2.37M | 0.35% | 69 |
|
|
2022
Q2 | $998K | Buy |
+1,944
| New | +$998K | 0.11% | 104 |
|