Perpetual Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $1.83M | Sell |
3,450
-200
| -5% | -$106K | 0.22% | 74 |
|
2022
Q3 | $1.84M | Sell |
3,650
-235
| -6% | -$119K | 0.27% | 65 |
|
2022
Q2 | $2M | Sell |
3,885
-371
| -9% | -$191K | 0.29% | 74 |
|
2022
Q1 | $2.17M | Hold |
4,256
| – | – | 0.27% | 93 |
|
2021
Q4 | $2.14M | Hold |
4,256
| – | – | 0.25% | 103 |
|
2021
Q3 | $1.66M | Buy |
4,256
+1,020
| +32% | +$399K | 0.21% | 114 |
|
2021
Q2 | $1.3M | Buy |
3,236
+5
| +0.2% | +$2K | 0.18% | 115 |
|
2021
Q1 | $1.2M | Buy |
3,231
+17
| +0.5% | +$6.31K | 0.2% | 83 |
|
2020
Q4 | $1.11M | Buy |
+3,214
| New | +$1.11M | 0.16% | 107 |
|