Invictus Private Wealth’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 |
-463
| Closed | -$271K | – | 84 |
|
|
2024
Q3 | $271K | Sell |
463
-58
| -11% | -$33.9K | 0.02% | 76 |
|
|
2024
Q2 | $265K | Sell |
521
-135
| -21% | -$68.8K | 0.02% | 77 |
|
|
2024
Q1 | $325K | Sell |
656
-75
| -10% | -$37.1K | 0.03% | 72 |
|
|
2023
Q4 | $385K | Sell |
731
-111
| -13% | -$58.4K | 0.04% | 68 |
|
|
2023
Q3 | $425K | Sell |
842
-7
| -0.8% | -$3.53K | 0.05% | 56 |
|
|
2023
Q2 | $408K | Sell |
849
-30
| -3% | -$14.4K | 0.04% | 62 |
|
|
2023
Q1 | $415K | Sell |
879
-100
| -10% | -$47.3K | 0.05% | 55 |
|
|
2022
Q4 | $519K | Buy |
+979
| New | +$519K | 0.07% | 49 |
|