Hendley & Co’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 |
-1,215
| Closed | -$644K | – | 54 |
|
|
2022
Q4 | $644K | Buy |
1,215
+115
| +10% | +$61K | 0.29% | 40 |
|
|
2022
Q3 | $556K | Hold |
1,100
| – | – | 0.26% | 45 |
|
|
2022
Q2 | $565K | Sell |
1,100
-67
| -6% | -$34.4K | 0.24% | 48 |
|
|
2022
Q1 | $595K | Hold |
1,167
| – | – | 0.2% | 50 |
|
|
2021
Q4 | $586K | Sell |
1,167
-466
| -29% | -$234K | 0.19% | 52 |
|
|
2021
Q3 | $638K | Hold |
1,633
| – | – | 0.22% | 52 |
|
|
2021
Q2 | $654K | Hold |
1,633
| – | – | 0.22% | 50 |
|
|
2021
Q1 | $608K | Hold |
1,633
| – | – | 0.21% | 53 |
|
|
2020
Q4 | $573K | Hold |
1,633
| – | – | 0.22% | 49 |
|
|
2020
Q3 | $509K | Buy |
+1,633
| New | +$509K | 0.21% | 53 |
|