Kalos Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-71
| Closed | -$33.6K | – | 358 |
|
|
2023
Q1 | $33.6K | Buy |
+71
| New | +$33.6K | 0.07% | 113 |
|
|
2022
Q3 | – | Sell |
-738
| Closed | -$382K | – | 112 |
|
|
2022
Q2 | $382K | Sell |
738
-80
| -10% | -$41.4K | 0.51% | 56 |
|
|
2022
Q1 | $415K | Sell |
818
-174
| -18% | -$88.3K | 0.28% | 84 |
|
|
2021
Q4 | $459K | Buy |
992
+64
| +7% | +$29.6K | 0.12% | 168 |
|
|
2021
Q3 | $429K | Buy |
+928
| New | +$429K | 0.12% | 171 |
|
|
2021
Q2 | – | Sell |
-1,064
| Closed | -$438K | – | 307 |
|
|
2021
Q1 | $438K | Buy |
+1,064
| New | +$438K | 0.14% | 173 |
|
|
2016
Q1 | – | Hold |
0
| – | -$2K | – | 478 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 585 |
|