Harvest Volatility Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,672
Closed -$2.73M 117
2023
Q2
$2.73M Buy
5,672
+174
+3% +$83.6K 0.55% 33
2023
Q1
$2.58M Sell
5,498
-324
-6% -$152K 0.52% 35
2022
Q4
$3.09M Sell
5,822
-2,051
-26% -$1.09M 0.62% 35
2022
Q3
$4.01M Buy
7,873
+568
+8% +$289K 0.69% 29
2022
Q2
$3.75M Buy
7,305
+637
+10% +$327K 0.6% 35
2022
Q1
$3.4M Buy
6,668
+3,495
+110% +$1.78M 0.38% 47
2021
Q4
$1.59K Buy
+3,173
New +$1.59K ﹤0.01% 111