Poehling Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-733
| Closed | -$376K | – | 129 |
|
|
2022
Q2 | $376K | Sell |
733
-7
| -0.9% | -$3.59K | 0.14% | 84 |
|
|
2022
Q1 | $377K | Buy |
740
+190
| +35% | +$96.8K | 0.12% | 105 |
|
|
2021
Q4 | $276K | Hold |
550
| – | – | 0.09% | 116 |
|
|
2021
Q3 | $215K | Hold |
550
| – | – | 0.07% | 128 |
|
|
2021
Q2 | $220K | Hold |
550
| – | – | 0.07% | 137 |
|
|
2021
Q1 | $205K | Buy |
+550
| New | +$205K | 0.07% | 144 |
|
|
2020
Q3 | – | Sell |
-825
| Closed | -$243K | – | 122 |
|
|
2020
Q2 | $243K | Sell |
825
-45
| -5% | -$13.3K | 0.13% | 95 |
|
|
2020
Q1 | $217K | Sell |
870
-25
| -3% | -$6.24K | 0.16% | 84 |
|
|
2019
Q4 | $263K | Buy |
+895
| New | +$263K | 0.17% | 92 |
|
|
2019
Q3 | – | Sell |
-845
| Closed | -$206K | – | 107 |
|
|
2019
Q2 | $206K | Buy |
+845
| New | +$206K | 0.14% | 99 |
|
|
2018
Q3 | – | Sell |
-645
| Closed | -$158K | – | 247 |
|
|
2018
Q2 | $158K | Hold |
645
| – | – | 0.14% | 101 |
|
|
2018
Q1 | $138K | Buy |
645
+95
| +17% | +$20.3K | 0.11% | 103 |
|
|
2017
Q4 | $121K | Buy |
+550
| New | +$121K | 0.1% | 105 |
|