MPA
Marvin & Palmer Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,550
| Closed | -$2.4M | – | 34 |
|
|
2023
Q4 | $2.4M | Buy |
+4,550
| New | +$2.4M | 2.67% | 24 |
|
|
2023
Q1 | – | Sell |
-16,114
| Closed | -$8.54M | – | 36 |
|
|
2022
Q4 | $8.54M | Sell |
16,114
-3,436
| -18% | -$1.82M | 4.5% | 11 |
|
|
2022
Q3 | $9.87M | Sell |
19,550
-923
| -5% | -$466K | 6.06% | 3 |
|
|
2022
Q2 | $10.5M | Sell |
20,473
-550
| -3% | -$283K | 5.41% | 2 |
|
|
2022
Q1 | $10.7M | Buy |
+21,023
| New | +$10.7M | 4.83% | 7 |
|
|
2019
Q1 | – | Sell |
-19,511
| Closed | -$4.86M | – | 34 |
|
|
2018
Q4 | $4.86M | Buy |
19,511
+3,413
| +21% | +$850K | 4.19% | 12 |
|
|
2018
Q3 | $4.28M | Buy |
16,098
+1,720
| +12% | +$458K | 3.25% | 19 |
|
|
2018
Q2 | $3.53M | Hold |
14,378
| – | – | 3.47% | 20 |
|
|
2018
Q1 | $3.08M | Buy |
14,378
+1,674
| +13% | +$358K | 2.82% | 22 |
|
|
2017
Q4 | $2.8M | Buy |
12,704
+1,328
| +12% | +$293K | 2.9% | 22 |
|
|
2017
Q3 | $2.23M | Sell |
11,376
-8,824
| -44% | -$1.73M | 2.74% | 22 |
|
|
2017
Q2 | $3.75M | Sell |
20,200
-200
| -1% | -$37.1K | 2.84% | 21 |
|
|
2017
Q1 | $3.35M | Buy |
20,400
+5,190
| +34% | +$851K | 2.43% | 23 |
|
|
2016
Q4 | $2.43M | Buy |
+15,210
| New | +$2.43M | 2.08% | 21 |
|