InterOcean Capital Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.69M | Sell |
3,425
-1,479
| -30% | -$732K | 0.04% | 162 |
|
|
2023
Q4 | $2.58M | Buy |
4,904
+573
| +13% | +$302K | 0.07% | 139 |
|
|
2023
Q3 | $2.18M | Buy |
4,331
+343
| +9% | +$173K | 0.07% | 134 |
|
|
2023
Q2 | $1.92M | Sell |
3,988
-566
| -12% | -$272K | 0.06% | 129 |
|
|
2023
Q1 | $2.15M | Sell |
4,554
-44
| -1% | -$20.8K | 0.07% | 126 |
|
|
2022
Q4 | $2.44M | Sell |
4,598
-534
| -10% | -$283K | 0.09% | 120 |
|
|
2022
Q3 | $2.59M | Buy |
5,132
+200
| +4% | +$101K | 0.11% | 104 |
|
|
2022
Q2 | $2.53M | Buy |
4,932
+3,458
| +235% | +$1.78M | 0.1% | 105 |
|
|
2022
Q1 | $752K | Sell |
1,474
-104
| -7% | -$53.1K | 0.03% | 139 |
|
|
2021
Q4 | $792K | Buy |
1,578
+75
| +5% | +$37.6K | 0.03% | 135 |
|
|
2021
Q3 | $587K | Buy |
1,503
+45
| +3% | +$17.6K | 0.03% | 143 |
|
|
2021
Q2 | $584K | Buy |
1,458
+31
| +2% | +$12.4K | 0.03% | 143 |
|
|
2021
Q1 | $531K | Sell |
1,427
-141
| -9% | -$52.5K | 0.03% | 143 |
|
|
2020
Q4 | $550K | Buy |
+1,568
| New | +$550K | 0.03% | 123 |
|