Mitsubishi UFJ Morgan Stanley Securities’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 |
-799
| Closed | -$421K | – | 43 |
|
|
2023
Q4 | $421K | Sell |
799
-552
| -41% | -$291K | 2.43% | 20 |
|
|
2023
Q3 | $681K | Buy |
1,351
+1,206
| +832% | +$608K | 3.05% | 16 |
|
|
2023
Q2 | $69.7K | Buy |
+145
| New | +$69.7K | 0.41% | 17 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$5K | – | 179 |
|
|
2022
Q4 | $5K | Hold |
10
| – | – | 0.04% | 157 |
|
|
2022
Q3 | $5K | Hold |
10
| – | – | 0.07% | 145 |
|
|
2022
Q2 | $5K | Hold |
10
| – | – | 0.01% | 150 |
|
|
2022
Q1 | $5K | Sell |
10
-50
| -83% | -$25K | ﹤0.01% | 153 |
|
|
2021
Q4 | $30K | Sell |
60
-70
| -54% | -$35K | 0.01% | 113 |
|
|
2021
Q3 | $51K | Buy |
130
+60
| +86% | +$23.5K | 0.05% | 69 |
|
|
2021
Q2 | $28K | Buy |
+70
| New | +$28K | 0.21% | 68 |
|
|
2014
Q2 | – | Sell |
-280
| Closed | -$23K | – | 292 |
|
|
2014
Q1 | $23K | Sell |
280
-290
| -51% | -$23.8K | 0.06% | 117 |
|
|
2013
Q4 | $43K | Buy |
570
+190
| +50% | +$14.3K | 0.07% | 74 |
|
|
2013
Q3 | $27K | Buy |
+380
| New | +$27K | 0.04% | 151 |
|