Jag Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,509
| Closed | -$794K | – | 145 |
|
|
2023
Q4 | $794K | Sell |
1,509
-3,287
| -69% | -$1.73M | 0.12% | 68 |
|
|
2023
Q3 | $2.42M | Buy |
4,796
+950
| +25% | +$479K | 0.29% | 59 |
|
|
2023
Q2 | $1.85M | Sell |
3,846
-2,271
| -37% | -$1.09M | 0.21% | 79 |
|
|
2023
Q1 | $2.89M | Sell |
6,117
-19,008
| -76% | -$8.98M | 0.37% | 56 |
|
|
2022
Q4 | $13.3M | Sell |
25,125
-65
| -0.3% | -$34.5K | 1.93% | 18 |
|
|
2022
Q3 | $12.7M | Sell |
25,190
-2,228
| -8% | -$1.13M | 1.78% | 18 |
|
|
2022
Q2 | $14.1M | Buy |
27,418
+26,840
| +4,644% | +$13.8M | 1.74% | 17 |
|
|
2022
Q1 | $215K | Sell |
578
-208
| -26% | -$77.4K | 0.02% | 199 |
|
|
2021
Q4 | $395K | Hold |
786
| – | – | 0.03% | 164 |
|
|
2021
Q3 | $307K | Hold |
786
| – | – | 0.02% | 188 |
|
|
2021
Q2 | $315K | Buy |
786
+8
| +1% | +$3.21K | 0.02% | 194 |
|
|
2021
Q1 | $289K | Hold |
778
| – | – | 0.03% | 192 |
|
|
2020
Q4 | $273K | Buy |
778
+34
| +5% | +$11.9K | 0.02% | 180 |
|
|
2020
Q3 | $232K | Hold |
744
| – | – | 0.02% | 165 |
|
|
2020
Q2 | $219K | Buy |
+744
| New | +$219K | 0.03% | 157 |
|
|
2020
Q1 | – | Sell |
-759
| Closed | -$223K | – | 199 |
|
|
2019
Q4 | $223K | Buy |
+759
| New | +$223K | 0.03% | 186 |
|
|
2019
Q1 | – | Sell |
-27,694
| Closed | -$6.9M | – | 109 |
|
|
2018
Q4 | $6.9M | Buy |
+27,694
| New | +$6.9M | 1.41% | 34 |
|