Kearns & Associates’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 |
-375
| Closed | -$219K | – | 44 |
|
|
2024
Q3 | $219K | Buy |
+375
| New | +$219K | 0.14% | 43 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$252K | – | 45 |
|
|
2023
Q3 | $252K | Hold |
500
| – | – | 0.24% | 35 |
|
|
2023
Q2 | $240K | Hold |
500
| – | – | 0.22% | 36 |
|
|
2023
Q1 | $236K | Hold |
500
| – | – | 0.24% | 36 |
|
|
2022
Q4 | $265K | Buy |
+500
| New | +$265K | 0.28% | 31 |
|