Green Alpha Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-630
| Closed | -$332K | – | 149 |
|
|
2023
Q4 | $332K | Buy |
+630
| New | +$332K | 0.24% | 127 |
|
|
2023
Q3 | – | Sell |
-630
| Closed | -$303K | – | 168 |
|
|
2023
Q2 | $303K | Hold |
630
| – | – | 0.2% | 127 |
|
|
2023
Q1 | $298K | Hold |
630
| – | – | 0.21% | 127 |
|
|
2022
Q4 | $334K | Buy |
+630
| New | +$334K | 0.28% | 116 |
|