Merrion Investment Management’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 |
-611
| Closed | -$302K | – | 100 |
|
|
2024
Q1 | $302K | Hold |
611
| – | – | 0.22% | 81 |
|
|
2023
Q4 | $322K | Hold |
611
| – | – | 0.25% | 71 |
|
|
2023
Q3 | $308K | Hold |
611
| – | – | 0.27% | 66 |
|
|
2023
Q2 | $294K | Buy |
611
+75
| +14% | +$36K | 0.25% | 75 |
|
|
2023
Q1 | $253K | Hold |
536
| – | – | 0.24% | 76 |
|
|
2022
Q4 | $284K | Buy |
+536
| New | +$284K | 0.26% | 68 |
|
|
2021
Q1 | – | Sell |
-11
| Closed | -$4K | – | 223 |
|
|
2020
Q4 | $4K | Buy |
+11
| New | +$4K | ﹤0.01% | 225 |
|