Hellman Jordan Management Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.53M | Buy |
4,767
+942
| +25% | +$499K | 4.29% | 6 |
|
|
2022
Q3 | $1.93M | Buy |
3,825
+1,826
| +91% | +$922K | 3.35% | 11 |
|
|
2022
Q2 | $1.03M | Sell |
1,999
-5
| -0.2% | -$2.57K | 1.38% | 26 |
|
|
2022
Q1 | $1.02M | Buy |
2,004
+347
| +21% | +$177K | 1.11% | 32 |
|
|
2021
Q4 | $832K | Sell |
1,657
-389
| -19% | -$195K | 1% | 41 |
|
|
2021
Q3 | $799K | Buy |
2,046
+636
| +45% | +$248K | 1.12% | 32 |
|
|
2021
Q2 | $565K | Sell |
1,410
-36
| -2% | -$14.4K | 1% | 41 |
|
|
2021
Q1 | $538K | Buy |
+1,446
| New | +$538K | 0.78% | 46 |
|
|
2020
Q4 | – | Sell |
-672
| Closed | -$210K | – | 28 |
|
|
2020
Q3 | $210K | Sell |
672
-136
| -17% | -$42.5K | 0.4% | 18 |
|
|
2020
Q2 | $238K | Sell |
808
-5
| -0.6% | -$1.47K | 0.38% | 20 |
|
|
2020
Q1 | $203K | Sell |
813
-3
| -0.4% | -$749 | 0.48% | 19 |
|
|
2019
Q4 | $240K | Buy |
+816
| New | +$240K | 0.27% | 51 |
|
|
2016
Q3 | – | Sell |
-7,311
| Closed | -$1.03M | – | 55 |
|
|
2016
Q2 | $1.03M | Sell |
7,311
-3,386
| -32% | -$478K | 2.08% | 17 |
|
|
2016
Q1 | $1.38M | Buy |
+10,697
| New | +$1.38M | 3.51% | 8 |
|