KCM
Karp Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,925
| Closed | -$1.98M | – | 102 |
|
|
2022
Q3 | $1.98M | Sell |
3,925
-5,347
| -58% | -$2.7M | 0.41% | 59 |
|
|
2022
Q2 | $4.76M | Sell |
9,272
-706
| -7% | -$363K | 0.84% | 47 |
|
|
2022
Q1 | $5.09M | Sell |
9,978
-3,463
| -26% | -$1.77M | 0.74% | 51 |
|
|
2021
Q4 | $6.75M | Buy |
13,441
+1,456
| +12% | +$731K | 0.85% | 49 |
|
|
2021
Q3 | $4.68M | Buy |
11,985
+984
| +9% | +$384K | 0.66% | 61 |
|
|
2021
Q2 | $4.41M | Buy |
11,001
+1,302
| +13% | +$521K | 0.65% | 61 |
|
|
2021
Q1 | $3.61M | Buy |
9,699
+1,468
| +18% | +$546K | 0.65% | 61 |
|
|
2020
Q4 | $2.89M | Buy |
8,231
+362
| +5% | +$127K | 0.59% | 59 |
|
|
2020
Q3 | $2.45M | Buy |
7,869
+342
| +5% | +$107K | 0.6% | 56 |
|
|
2020
Q2 | $2.22M | Sell |
7,527
-17
| -0.2% | -$5.01K | 0.62% | 55 |
|
|
2020
Q1 | $1.88M | Buy |
7,544
+259
| +4% | +$64.6K | 0.62% | 55 |
|
|
2019
Q4 | $2.14M | Buy |
7,285
+135
| +2% | +$39.7K | 0.56% | 65 |
|
|
2019
Q3 | $1.55M | Buy |
7,150
+115
| +2% | +$25K | 0.45% | 64 |
|
|
2019
Q2 | $1.72M | Sell |
7,035
-140
| -2% | -$34.1K | 0.54% | 62 |
|
|
2019
Q1 | $1.77M | Buy |
7,175
+266
| +4% | +$65.8K | 0.63% | 59 |
|
|
2018
Q4 | $1.72M | Buy |
6,909
+345
| +5% | +$85.9K | 0.82% | 45 |
|
|
2018
Q3 | $1.75M | Buy |
6,564
+221
| +3% | +$58.8K | 0.6% | 64 |
|
|
2018
Q2 | $1.56M | Buy |
+6,343
| New | +$1.56M | 0.61% | 59 |
|
|
2015
Q4 | – | Sell |
-1,800
| Closed | -$209K | – | 278 |
|
|
2015
Q3 | $209K | Buy |
1,800
+325
| +22% | +$37.7K | 0.14% | 89 |
|
|
2015
Q2 | $180K | Hold |
1,475
| – | – | 0.12% | 100 |
|
|
2015
Q1 | $174K | Sell |
1,475
-100
| -6% | -$11.8K | 0.12% | 104 |
|
|
2014
Q4 | $159K | Buy |
+1,575
| New | +$159K | 0.12% | 115 |
|