Guild Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-550
| Closed | -$292K | – | 63 |
|
|
2022
Q4 | $292K | Hold |
550
| – | – | 0.5% | 44 |
|
|
2022
Q3 | $278K | Sell |
550
-12
| -2% | -$6.07K | 0.48% | 47 |
|
|
2022
Q2 | $298K | Hold |
562
| – | – | 0.45% | 48 |
|
|
2022
Q1 | $287K | Hold |
562
| – | – | 0.29% | 57 |
|
|
2021
Q4 | $282K | Hold |
562
| – | – | 0.29% | 59 |
|
|
2021
Q3 | $220K | Hold |
562
| – | – | 0.21% | 64 |
|
|
2021
Q2 | $225K | Buy |
562
+12
| +2% | +$4.8K | 0.22% | 62 |
|
|
2021
Q1 | $205K | Buy |
+550
| New | +$205K | 0.22% | 68 |
|
|
2018
Q4 | – | Sell |
-1,220
| Closed | -$325K | – | 37 |
|
|
2018
Q3 | $325K | Buy |
+1,220
| New | +$325K | 0.33% | 36 |
|
|
2017
Q2 | – | Sell |
-3,780
| Closed | -$620K | – | 33 |
|
|
2017
Q1 | $620K | Buy |
+3,780
| New | +$620K | 0.6% | 26 |
|