Pacific Global Investment 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 |
-560
| Closed | -$327K | – | 195 |
|
|
2024
Q3 | $327K | Hold |
560
| – | – | 0.06% | 174 |
|
|
2024
Q2 | $285K | Hold |
560
| – | – | 0.05% | 175 |
|
|
2024
Q1 | $277K | Sell |
560
-7
| -1% | -$3.46K | 0.05% | 178 |
|
|
2023
Q4 | $298K | Buy |
567
+7
| +1% | +$3.68K | 0.06% | 174 |
|
|
2023
Q3 | $282K | Hold |
560
| – | – | 0.06% | 179 |
|
|
2023
Q2 | $269K | Buy |
560
+10
| +2% | +$4.8K | 0.06% | 185 |
|
|
2023
Q1 | $260K | Sell |
550
-20
| -4% | -$9.44K | 0.06% | 190 |
|
|
2022
Q4 | $302K | Buy |
570
+46
| +9% | +$24.4K | 0.07% | 179 |
|
|
2022
Q3 | $265K | Sell |
524
-51
| -9% | -$25.8K | 0.06% | 178 |
|
|
2022
Q2 | $296K | Buy |
575
+21
| +4% | +$10.8K | 0.07% | 170 |
|
|
2022
Q1 | $283K | Hold |
554
| – | – | 0.06% | 186 |
|
|
2021
Q4 | $278K | Hold |
554
| – | – | 0.05% | 188 |
|
|
2021
Q3 | $217K | Hold |
554
| – | – | 0.04% | 205 |
|
|
2021
Q2 | $222K | Hold |
554
| – | – | 0.04% | 200 |
|
|
2021
Q1 | $206K | Buy |
+554
| New | +$206K | 0.04% | 200 |
|