Partners Capital Investment Group’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 |
-2,474
| Closed | -$1.3M | – | 260 |
|
|
2023
Q4 | $1.3M | Sell |
2,474
-2,047
| -45% | -$1.08M | 0.03% | 136 |
|
|
2023
Q3 | $2.28M | Buy |
4,521
+980
| +28% | +$494K | 0.05% | 116 |
|
|
2023
Q2 | $1.7M | Buy |
3,541
+904
| +34% | +$434K | 0.04% | 132 |
|
|
2023
Q1 | $1.25M | Buy |
+2,637
| New | +$1.25M | 0.05% | 102 |
|
|
2021
Q4 | – | Sell |
-252
| Closed | -$98K | – | 140 |
|
|
2021
Q3 | $98K | Sell |
252
-5,151
| -95% | -$2M | ﹤0.01% | 124 |
|
|
2021
Q2 | $2.16M | Sell |
5,403
-516
| -9% | -$207K | 0.1% | 105 |
|
|
2021
Q1 | $2.2M | Buy |
5,919
+68
| +1% | +$25.3K | 0.1% | 108 |
|
|
2020
Q4 | $2.05M | Hold |
5,851
| – | – | 0.12% | 93 |
|
|
2020
Q3 | $1.82M | Buy |
5,851
+2,671
| +84% | +$833K | 0.11% | 85 |
|
|
2020
Q2 | $938K | Buy |
+3,180
| New | +$938K | 0.05% | 95 |
|
|
2020
Q1 | – | Sell |
-1,012
| Closed | -$298K | – | 108 |
|
|
2019
Q4 | $298K | Sell |
1,012
-39,630
| -98% | -$11.7M | 0.02% | 85 |
|
|
2019
Q3 | $8.83M | Buy |
40,642
+15,717
| +63% | +$3.42M | 0.77% | 41 |
|
|
2019
Q2 | $6.08M | Buy |
+24,925
| New | +$6.08M | 0.6% | 50 |
|