Investment Management Associates’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 |
-375
| Closed | -$219K | – | 34 |
|
|
2024
Q3 | $219K | Buy |
+375
| New | +$219K | 0.09% | 31 |
|
|
2022
Q3 | – | Sell |
-375
| Closed | -$203K | – | 44 |
|
|
2022
Q2 | $203K | Buy |
+375
| New | +$203K | 0.09% | 41 |
|
|
2022
Q1 | – | Sell |
-629
| Closed | -$316K | – | 49 |
|
|
2021
Q4 | $316K | Hold |
629
| – | – | 0.14% | 40 |
|
|
2021
Q3 | $246K | Hold |
629
| – | – | 0.13% | 48 |
|
|
2021
Q2 | $252K | Buy |
629
+21
| +3% | +$8.41K | 0.13% | 47 |
|
|
2021
Q1 | $226K | Hold |
608
| – | – | 0.13% | 51 |
|
|
2020
Q4 | $213K | Buy |
+608
| New | +$213K | 0.16% | 48 |
|