Next Century Growth Investors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,479
| Closed | -$2.62M | – | 147 |
|
|
2024
Q3 | $2.62M | Sell |
4,479
-354
| -7% | -$207K | 0.21% | 105 |
|
|
2024
Q2 | $2.46M | Sell |
4,833
-12
| -0.2% | -$6.11K | 0.2% | 105 |
|
|
2024
Q1 | $2.4M | Sell |
4,845
-3,011
| -38% | -$1.49M | 0.21% | 102 |
|
|
2023
Q4 | $4.14M | Buy |
7,856
+1,925
| +32% | +$1.01M | 0.4% | 72 |
|
|
2023
Q3 | $2.99M | Hold |
5,931
| – | – | 0.33% | 77 |
|
|
2023
Q2 | $2.85M | Hold |
5,931
| – | – | 0.27% | 83 |
|
|
2023
Q1 | $2.8M | Sell |
5,931
-137
| -2% | -$64.7K | 0.31% | 71 |
|
|
2022
Q4 | $3.22M | Sell |
6,068
-3
| -0% | -$1.59K | 0.39% | 68 |
|
|
2022
Q3 | $3.07M | Buy |
6,071
+60
| +1% | +$30.3K | 0.37% | 61 |
|
|
2022
Q2 | $3.09M | Buy |
+6,011
| New | +$3.09M | 0.4% | 68 |
|
|
2019
Q2 | – | Sell |
-12,344
| Closed | -$3.05M | – | 138 |
|
|
2019
Q1 | $3.05M | Hold |
12,344
| – | – | 0.41% | 84 |
|
|
2018
Q4 | $3.08M | Buy |
12,344
+4,925
| +66% | +$1.23M | 0.44% | 84 |
|
|
2018
Q3 | $1.97M | Sell |
7,419
-300
| -4% | -$79.8K | 0.23% | 115 |
|
|
2018
Q2 | $1.89M | Hold |
7,719
| – | – | 0.24% | 110 |
|
|
2018
Q1 | $1.65M | Sell |
7,719
-6,292
| -45% | -$1.35M | 0.22% | 111 |
|
|
2017
Q4 | $3.09M | Sell |
14,011
-1,589
| -10% | -$350K | 0.38% | 74 |
|
|
2017
Q3 | $3.06M | Buy |
15,600
+10,777
| +223% | +$2.11M | 0.37% | 88 |
|
|
2017
Q2 | $894K | Buy |
+4,823
| New | +$894K | 0.09% | 136 |
|