Orser Capital Management’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 |
-973
| Closed | -$569K | – | 40 |
|
|
2024
Q3 | $569K | Buy |
973
+35
| +4% | +$20.5K | 0.41% | 33 |
|
|
2024
Q2 | $478K | Sell |
938
-90
| -9% | -$45.8K | 0.36% | 34 |
|
|
2024
Q1 | $509K | Buy |
1,028
+578
| +128% | +$286K | 0.48% | 34 |
|
|
2023
Q4 | $237K | Hold |
450
| – | – | 0.26% | 41 |
|
|
2023
Q3 | $227K | Hold |
450
| – | – | 0.22% | 51 |
|
|
2023
Q2 | $216K | Hold |
450
| – | – | 0.22% | 51 |
|
|
2023
Q1 | $213K | Hold |
450
| – | – | 0.24% | 51 |
|
|
2022
Q4 | $239K | Hold |
450
| – | – | 0.34% | 44 |
|
|
2022
Q3 | $227K | Hold |
450
| – | – | 0.4% | 39 |
|
|
2022
Q2 | $231K | Hold |
450
| – | – | 0.3% | 45 |
|
|
2022
Q1 | $229K | Hold |
450
| – | – | 0.14% | 81 |
|
|
2021
Q4 | $226K | Buy |
+450
| New | +$226K | 0.11% | 90 |
|
|
2020
Q1 | – | Sell |
-700
| Closed | -$206K | – | 78 |
|
|
2019
Q4 | $206K | Buy |
+700
| New | +$206K | 0.2% | 80 |
|