KLR Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $270K | Sell |
549
-253
| -32% | -$124K | 0.2% | 150 |
|
|
2023
Q4 | $422K | Buy |
802
+198
| +33% | +$104K | 0.31% | 95 |
|
|
2023
Q3 | $285K | Sell |
604
-56
| -8% | -$26.5K | 0.26% | 130 |
|
|
2023
Q2 | $317K | Buy |
660
+56
| +9% | +$26.9K | 0.26% | 128 |
|
|
2023
Q1 | $285K | Sell |
604
-495
| -45% | -$234K | 0.25% | 135 |
|
|
2022
Q4 | $583K | Buy |
+1,099
| New | +$583K | 0.48% | 57 |
|