Jay D. Rosenbaum’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-736
| Closed | -$375K | – | 25 |
|
|
2024
Q2 | $375K | Hold |
736
| – | – | 2.12% | 11 |
|
|
2024
Q1 | $364K | Hold |
736
| – | – | 2.07% | 10 |
|
|
2023
Q4 | $387K | Sell |
736
-87
| -11% | -$45.8K | 1% | 40 |
|
|
2023
Q3 | $415K | Buy |
823
+254
| +45% | +$128K | 0.7% | 47 |
|
|
2023
Q2 | $273K | Buy |
+569
| New | +$273K | 0.44% | 55 |
|
|
2022
Q4 | – | Sell |
-405
| Closed | -$205K | – | 57 |
|
|
2022
Q3 | $205K | Sell |
405
-120
| -23% | -$60.7K | 0.47% | 52 |
|
|
2022
Q2 | $270K | Hold |
525
| – | – | 0.52% | 50 |
|
|
2022
Q1 | $268K | Hold |
525
| – | – | 0.42% | 51 |
|
|
2021
Q4 | $264K | Buy |
+525
| New | +$264K | 0.39% | 54 |
|