MCM
Mitchell Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,148
| Closed | -$7.99M | – | 133 |
|
|
2024
Q1 | $7.99M | Sell |
16,148
-289
| -2% | -$143K | 1.53% | 15 |
|
|
2023
Q4 | $8.65M | Sell |
16,437
-225
| -1% | -$118K | 1.82% | 9 |
|
|
2023
Q3 | $8.4M | Buy |
16,662
+52
| +0.3% | +$26.2K | 1.99% | 6 |
|
|
2023
Q2 | $7.98M | Sell |
16,610
-475
| -3% | -$228K | 1.83% | 6 |
|
|
2023
Q1 | $8.07M | Buy |
17,085
+5,304
| +45% | +$2.51M | 2% | 7 |
|
|
2022
Q4 | $6.25M | Sell |
11,781
-88
| -0.7% | -$46.7K | 1.73% | 10 |
|
|
2022
Q3 | $5.99M | Buy |
11,869
+78
| +0.7% | +$39.4K | 1.7% | 8 |
|
|
2022
Q2 | $6.06M | Buy |
11,791
+3,099
| +36% | +$1.59M | 1.7% | 11 |
|
|
2022
Q1 | $4.43M | Buy |
8,692
+629
| +8% | +$321K | 0.99% | 31 |
|
|
2021
Q4 | $4.05M | Buy |
8,063
+389
| +5% | +$195K | 0.82% | 36 |
|
|
2021
Q3 | $3M | Sell |
7,674
-30
| -0.4% | -$11.7K | 0.67% | 52 |
|
|
2021
Q2 | $3.09M | Sell |
7,704
-219
| -3% | -$87.7K | 0.68% | 50 |
|
|
2021
Q1 | $2.95M | Sell |
7,923
-2,275
| -22% | -$846K | 0.72% | 45 |
|
|
2020
Q4 | $3.58M | Buy |
10,198
+20
| +0.2% | +$7.01K | 0.9% | 37 |
|
|
2020
Q3 | $3.17M | Sell |
10,178
-117
| -1% | -$36.5K | 0.92% | 33 |
|
|
2020
Q2 | $3.04M | Buy |
10,295
+2,527
| +33% | +$745K | 0.98% | 31 |
|
|
2020
Q1 | $1.94M | Sell |
7,768
-204
| -3% | -$50.9K | 0.76% | 47 |
|
|
2019
Q4 | $2.34M | Sell |
7,972
-248
| -3% | -$72.9K | 0.75% | 48 |
|
|
2019
Q3 | $1.79M | Sell |
8,220
-690
| -8% | -$150K | 0.6% | 60 |
|
|
2019
Q2 | $2.17M | Sell |
8,910
-768
| -8% | -$187K | 0.73% | 45 |
|
|
2019
Q1 | $2.39M | Buy |
9,678
+463
| +5% | +$114K | 0.85% | 35 |
|
|
2018
Q4 | $2.3M | Buy |
+9,215
| New | +$2.3M | 0.97% | 30 |
|