Merlin Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-748
| Closed | -$394K | – | 56 |
|
|
2023
Q4 | $394K | Hold |
748
| – | – | 1.26% | 47 |
|
|
2023
Q3 | $377K | Buy |
748
+8
| +1% | +$4.03K | 1.41% | 43 |
|
|
2023
Q2 | $356K | Buy |
740
+22
| +3% | +$10.6K | 1.2% | 44 |
|
|
2023
Q1 | $339K | Hold |
718
| – | – | 1.23% | 44 |
|
|
2022
Q4 | $381K | Hold |
718
| – | – | 0.94% | 54 |
|
|
2022
Q3 | $363K | Sell |
718
-175
| -20% | -$88.5K | 0.84% | 53 |
|
|
2022
Q2 | $459K | Sell |
893
-10
| -1% | -$5.14K | 0.92% | 47 |
|
|
2022
Q1 | $461K | Sell |
903
-289
| -24% | -$148K | 0.61% | 62 |
|
|
2021
Q4 | $599K | Buy |
+1,192
| New | +$599K | 0.69% | 52 |
|