Otter Creek Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-730
| Closed | -$384K | – | 56 |
|
|
2023
Q4 | $384K | Sell |
730
-7,800
| -91% | -$4.1M | 0.23% | 43 |
|
|
2023
Q3 | $4.3M | Buy |
8,530
+3,530
| +71% | +$1.78M | 3.3% | 10 |
|
|
2023
Q2 | $2.4M | Buy |
+5,000
| New | +$2.4M | 1.41% | 23 |
|
|
2023
Q1 | – | Sell |
-6,500
| Closed | -$3.45M | – | 54 |
|
|
2022
Q4 | $3.45M | Buy |
+6,500
| New | +$3.45M | 2.25% | 16 |
|