NuWave Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $432K | Buy |
+856
| New | +$432K | 0.5% | 73 |
|
|
2022
Q2 | – | Sell |
-754
| Closed | -$385K | – | 353 |
|
|
2022
Q1 | $385K | Buy |
+754
| New | +$385K | 0.52% | 67 |
|
|
2021
Q4 | – | Sell |
-534
| Closed | -$209K | – | 421 |
|
|
2021
Q3 | $209K | Sell |
534
-272
| -34% | -$106K | 0.24% | 143 |
|
|
2021
Q2 | $323K | Buy |
+806
| New | +$323K | 0.36% | 91 |
|
|
2021
Q1 | – | Sell |
-132
| Closed | -$46K | – | 424 |
|
|
2020
Q4 | $46K | Sell |
132
-212
| -62% | -$73.9K | 0.06% | 251 |
|
|
2020
Q3 | $107K | Buy |
344
+291
| +549% | +$90.5K | 0.16% | 169 |
|
|
2020
Q2 | $16K | Sell |
53
-326
| -86% | -$98.4K | 0.02% | 292 |
|
|
2020
Q1 | $95K | Buy |
379
+377
| +18,850% | +$94.5K | 0.21% | 104 |
|
|
2019
Q4 | $1K | Sell |
2
-96
| -98% | -$48K | ﹤0.01% | 421 |
|
|
2019
Q3 | $22K | Sell |
98
-69
| -41% | -$15.5K | 0.02% | 317 |
|
|
2019
Q2 | $41K | Sell |
167
-335
| -67% | -$82.2K | 0.04% | 238 |
|
|
2019
Q1 | $124K | Buy |
502
+342
| +214% | +$84.5K | 0.15% | 172 |
|
|
2018
Q4 | $40K | Sell |
160
-2,243
| -93% | -$561K | 0.07% | 201 |
|
|
2018
Q3 | $639K | Sell |
2,403
-1,247
| -34% | -$332K | 0.96% | 17 |
|
|
2018
Q2 | $896K | Buy |
3,650
+2,761
| +311% | +$678K | 1.17% | 12 |
|
|
2018
Q1 | $195K | Buy |
889
+127
| +17% | +$27.9K | 0.31% | 109 |
|
|
2017
Q4 | $168K | Buy |
+762
| New | +$168K | 0.2% | 145 |
|
|
2014
Q3 | – | Sell |
-120
| Closed | -$10K | – | 351 |
|
|
2014
Q2 | $10K | Buy |
120
+6
| +5% | +$500 | 0.03% | 249 |
|
|
2014
Q1 | $9K | Sell |
114
-7,065
| -98% | -$558K | 0.03% | 232 |
|
|
2013
Q4 | $540K | Buy |
7,179
+6,705
| +1,415% | +$504K | 0.48% | 79 |
|
|
2013
Q3 | $34K | Buy |
474
+210
| +80% | +$15.1K | 0.03% | 196 |
|
|
2013
Q2 | $17K | Buy |
+264
| New | +$17K | 0.02% | 222 |
|