Kenfarb & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $671K | Sell |
1,330
-25
| -2% | -$12.6K | 0.61% | 49 |
|
|
2023
Q2 | $651K | Sell |
1,355
-27
| -2% | -$13K | 0.57% | 52 |
|
|
2023
Q1 | $653K | Sell |
1,382
-75
| -5% | -$35.4K | 0.58% | 50 |
|
|
2022
Q4 | $772K | Hold |
1,457
| – | – | 0.69% | 42 |
|
|
2022
Q3 | $736K | Hold |
1,457
| – | – | 0.7% | 42 |
|
|
2022
Q2 | $743K | Hold |
1,457
| – | – | 0.59% | 49 |
|
|
2022
Q1 | $743K | Buy |
1,457
+415
| +40% | +$212K | 0.59% | 49 |
|
|
2021
Q4 | $523K | Buy |
+1,042
| New | +$523K | 0.38% | 62 |
|