NovaPoint Capital’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 |
-514
| Closed | -$301K | – | 134 |
|
|
2024
Q3 | $301K | Hold |
514
| – | – | 0.09% | 109 |
|
|
2024
Q2 | $262K | Hold |
514
| – | – | 0.09% | 117 |
|
|
2024
Q1 | $254K | Sell |
514
-107
| -17% | -$52.9K | 0.09% | 120 |
|
|
2023
Q4 | $327K | Sell |
621
-9
| -1% | -$4.74K | 0.12% | 100 |
|
|
2023
Q3 | $318K | Buy |
630
+38
| +6% | +$19.2K | 0.13% | 100 |
|
|
2023
Q2 | $285K | Hold |
592
| – | – | 0.11% | 105 |
|
|
2023
Q1 | $280K | Buy |
592
+111
| +23% | +$52.5K | 0.11% | 105 |
|
|
2022
Q4 | $255K | Hold |
481
| – | – | 0.11% | 110 |
|
|
2022
Q3 | $243K | Hold |
481
| – | – | 0.11% | 110 |
|
|
2022
Q2 | $247K | Buy |
+481
| New | +$247K | 0.11% | 108 |
|
|
2021
Q1 | – | Sell |
-950
| Closed | -$333K | – | 120 |
|
|
2020
Q4 | $333K | Buy |
+950
| New | +$333K | 0.17% | 82 |
|