Lloyd Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,910
| Closed | -$1.93M | – | 187 |
|
|
2024
Q1 | $1.93M | Buy |
3,910
+3,320
| +563% | +$1.64M | 0.41% | 30 |
|
|
2023
Q4 | $310K | Sell |
590
-5,793
| -91% | -$3.05M | 0.15% | 82 |
|
|
2023
Q3 | $3.22M | Buy |
+6,383
| New | +$3.22M | 1.06% | 17 |
|
|
2022
Q2 | – | Sell |
-163
| Closed | -$83K | – | 548 |
|
|
2022
Q1 | $83K | Buy |
163
+151
| +1,258% | +$76.9K | 0.04% | 182 |
|
|
2021
Q4 | $6K | Hold |
12
| – | – | ﹤0.01% | 346 |
|
|
2021
Q3 | $5K | Buy |
+12
| New | +$5K | ﹤0.01% | 317 |
|
|
2021
Q1 | – | Sell |
-123
| Closed | -$43K | – | 415 |
|
|
2020
Q4 | $43K | Hold |
123
| – | – | 0.02% | 125 |
|
|
2020
Q3 | $38K | Sell |
123
-9
| -7% | -$2.78K | 0.02% | 119 |
|
|
2020
Q2 | $39K | Sell |
132
-5
| -4% | -$1.48K | 0.02% | 122 |
|
|
2020
Q1 | $34K | Sell |
137
-16
| -10% | -$3.97K | 0.03% | 114 |
|
|
2019
Q4 | $45K | Buy |
+153
| New | +$45K | 0.04% | 128 |
|