O'Keefe Stevens Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-400
| Closed | -$202K | – | 76 |
|
|
2024
Q4 | $202K | Sell |
400
-4
| -1% | -$2.02K | 0.06% | 72 |
|
|
2024
Q3 | $236K | Buy |
404
+4
| +1% | +$2.34K | 0.07% | 67 |
|
|
2024
Q2 | $204K | Buy |
+400
| New | +$204K | 0.07% | 64 |
|
|
2024
Q1 | – | Sell |
-400
| Closed | -$211K | – | 67 |
|
|
2023
Q4 | $211K | Hold |
400
| – | – | 0.08% | 42 |
|
|
2023
Q3 | $202K | Buy |
+400
| New | +$202K | 0.09% | 42 |
|
|
2023
Q1 | – | Sell |
-400
| Closed | -$212K | – | 41 |
|
|
2022
Q4 | $212K | Sell |
400
-99
| -20% | -$52.5K | 0.13% | 36 |
|
|
2022
Q3 | $252K | Buy |
499
+99
| +25% | +$50K | 0.17% | 34 |
|
|
2022
Q2 | $205K | Hold |
400
| – | – | 0.13% | 36 |
|
|
2022
Q1 | $204K | Hold |
400
| – | – | 0.1% | 38 |
|
|
2021
Q4 | $201K | Buy |
+400
| New | +$201K | 0.09% | 43 |
|