Moody Aldrich Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-779
| Closed | -$397K | – | 216 |
|
|
2024
Q2 | $397K | Sell |
779
-340
| -30% | -$173K | 0.08% | 140 |
|
|
2024
Q1 | $554K | Buy |
1,119
+31
| +3% | +$15.3K | 0.09% | 135 |
|
|
2023
Q4 | $573K | Sell |
1,088
-50
| -4% | -$26.3K | 0.1% | 130 |
|
|
2023
Q3 | $581K | Buy |
+1,138
| New | +$581K | 0.11% | 126 |
|