Nordwand Advisors’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 |
-560
| Closed | -$285K | – | 170 |
|
|
2024
Q2 | $285K | Sell |
560
-1,637
| -75% | -$834K | 0.12% | 26 |
|
|
2024
Q1 | $1.09M | Sell |
2,197
-4,201
| -66% | -$2.08M | 0.42% | 26 |
|
|
2023
Q4 | $3.37M | Buy |
6,398
+23
| +0.4% | +$12.1K | 0.89% | 15 |
|
|
2023
Q3 | $3.21M | Sell |
6,375
-1,090
| -15% | -$550K | 0.64% | 13 |
|
|
2023
Q2 | $3.59M | Sell |
7,465
-388
| -5% | -$186K | 0.61% | 13 |
|
|
2023
Q1 | $3.71M | Sell |
7,853
-10,542
| -57% | -$4.98M | 0.6% | 15 |
|
|
2022
Q4 | $9.75M | Buy |
+18,395
| New | +$9.75M | 1.22% | 7 |
|