Noesis Capital Mangement’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-409
| Closed | -$217K | – | 109 |
|
|
2022
Q4 | $217K | Buy |
409
+12
| +3% | +$6.37K | 0.06% | 101 |
|
|
2022
Q3 | $201K | Buy |
+397
| New | +$201K | 0.06% | 99 |
|
|
2022
Q2 | – | Sell |
-611
| Closed | -$312K | – | 116 |
|
|
2022
Q1 | $312K | Sell |
611
-64
| -9% | -$32.7K | 0.08% | 86 |
|
|
2021
Q4 | $339K | Sell |
675
-113
| -14% | -$56.8K | 0.07% | 92 |
|
|
2021
Q3 | $308K | Hold |
788
| – | – | 0.06% | 94 |
|
|
2021
Q2 | $331K | Sell |
788
-20
| -2% | -$8.4K | 0.07% | 84 |
|
|
2021
Q1 | $301K | Buy |
808
+69
| +9% | +$25.7K | 0.07% | 87 |
|
|
2020
Q4 | $259K | Hold |
739
| – | – | 0.06% | 95 |
|
|
2020
Q3 | $230K | Hold |
739
| – | – | 0.07% | 92 |
|
|
2020
Q2 | $218K | Buy |
+739
| New | +$218K | 0.07% | 100 |
|
|
2020
Q1 | – | Sell |
-799
| Closed | -$235K | – | 119 |
|
|
2019
Q4 | $235K | Buy |
+799
| New | +$235K | 0.07% | 110 |
|
|
2019
Q3 | – | Sell |
-1,678
| Closed | -$409K | – | 102 |
|
|
2019
Q2 | $409K | Buy |
+1,678
| New | +$409K | 0.14% | 61 |
|