Palisade 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 |
-380
| Closed | -$222K | – | 381 |
|
2024
Q3 | $222K | Buy |
+380
| New | +$222K | 0.01% | 357 |
|
2024
Q2 | – | Sell |
-533
| Closed | -$264K | – | 376 |
|
2024
Q1 | $264K | Sell |
533
-25
| -4% | -$12.4K | 0.01% | 345 |
|
2023
Q4 | $294K | Buy |
558
+25
| +5% | +$13.2K | 0.01% | 356 |
|
2023
Q3 | $269K | Buy |
+533
| New | +$269K | 0.01% | 349 |
|
2019
Q1 | – | Sell |
-1,074
| Closed | -$268K | – | 456 |
|
2018
Q4 | $268K | Buy |
+1,074
| New | +$268K | 0.01% | 410 |
|