Industrial Alliance Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-531
| Closed | -$310K | – | 14 |
|
|
2024
Q3 | $310K | Sell |
531
-49
| -8% | -$28.6K | 0.16% | 8 |
|
|
2024
Q2 | $295K | Buy |
+580
| New | +$295K | 0.17% | 9 |
|
|
2023
Q3 | – | Sell |
-1,404
| Closed | -$675K | – | 155 |
|
|
2023
Q2 | $675K | Sell |
1,404
-159,893
| -99% | -$76.9M | 0.36% | 17 |
|
|
2023
Q1 | $76.2M | Buy |
161,297
+50,173
| +45% | +$23.7M | 2.12% | 10 |
|
|
2022
Q4 | $58.9M | Sell |
111,124
-10,505
| -9% | -$5.57M | 1.64% | 13 |
|
|
2022
Q3 | $61.4M | Sell |
121,629
-13,018
| -10% | -$6.57M | 1.81% | 10 |
|
|
2022
Q2 | $69.2M | Sell |
134,647
-3,638
| -3% | -$1.87M | 1.97% | 9 |
|
|
2022
Q1 | $70.5M | Buy |
138,285
+11,391
| +9% | +$5.81M | 1.67% | 11 |
|
|
2021
Q4 | $63.7M | Buy |
+126,894
| New | +$63.7M | 1.47% | 15 |
|