Private Capital Management (Colorado)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $395K | Buy |
780
+4
| +0.5% | +$2.02K | 0.08% | 96 |
|
|
2024
Q3 | $454K | Sell |
776
-205
| -21% | -$120K | 0.08% | 111 |
|
|
2024
Q2 | $500K | Buy |
981
+102
| +12% | +$51.9K | 0.1% | 89 |
|
|
2024
Q1 | $435K | Sell |
879
-91
| -9% | -$45K | 0.1% | 91 |
|
|
2023
Q4 | $511K | Buy |
970
+187
| +24% | +$98.5K | 0.12% | 83 |
|
|
2023
Q3 | $395K | Buy |
783
+85
| +12% | +$42.9K | 0.11% | 82 |
|
|
2023
Q2 | $335K | Sell |
698
-79
| -10% | -$38K | 0.1% | 87 |
|
|
2023
Q1 | $367K | Buy |
777
+24
| +3% | +$11.3K | 0.11% | 90 |
|
|
2022
Q4 | $399K | Buy |
753
+4
| +0.5% | +$2.12K | 0.13% | 80 |
|
|
2022
Q3 | $378K | Buy |
749
+276
| +58% | +$139K | 0.14% | 83 |
|
|
2022
Q2 | $241K | Hold |
473
| – | – | 0.08% | 136 |
|
|
2022
Q1 | $241K | Buy |
+473
| New | +$241K | 0.08% | 136 |
|