Psagot Value Holdings’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-348
| Closed | -$172K | – | 116 |
|
|
2024
Q1 | $172K | Sell |
348
-804
| -70% | -$409K | 1.56% | 23 |
|
|
2023
Q4 | $605K | Sell |
1,152
-11
| -0.9% | -$5.87K | 0.26% | 81 |
|
|
2023
Q3 | $593K | Buy |
1,163
+5
| +0.4% | +$2.46K | 0.3% | 69 |
|
|
2023
Q2 | $552K | Sell |
1,158
-70
| -6% | -$34.2K | 0.28% | 72 |
|
|
2023
Q1 | $572K | Sell |
1,228
-1,380
| -53% | -$666K | 0.24% | 86 |
|
|
2022
Q4 | $1.38M | Sell |
2,608
-25
| -0.9% | -$13.2K | 0.41% | 55 |
|
|
2022
Q3 | $1.33M | Buy |
2,633
+513
| +24% | +$270K | 0.38% | 54 |
|
|
2022
Q2 | $1.09M | Sell |
2,120
-300
| -12% | -$151K | 0.25% | 70 |
|
|
2022
Q1 | $1.23M | Sell |
2,420
-1,256
| -34% | -$606K | 0.27% | 69 |
|
|
2021
Q4 | $1.85M | Buy |
3,676
+1,121
| +44% | +$507K | 0.35% | 60 |
|
|
2021
Q3 | $998K | Hold |
2,555
| – | – | 0.17% | 105 |
|
|
2021
Q2 | $1.02M | Buy |
2,555
+165
| +7% | +$65.8K | 0.04% | 156 |
|
|
2021
Q1 | $889K | Sell |
2,390
-150
| -6% | -$52K | 0.02% | 191 |
|
|
2020
Q4 | $891K | Sell |
2,540
-2,215
| -47% | -$742K | 0.02% | 179 |
|
|
2020
Q3 | $1.48M | Sell |
4,755
-255
| -5% | -$78.3K | 0.04% | 144 |
|
|
2020
Q2 | $1.48M | Hold |
5,010
| – | – | 0.04% | 128 |
|
|
2020
Q1 | $1.25M | Sell |
5,010
-4,501
| -47% | -$1.24M | 0.05% | 127 |
|
|
2019
Q4 | $2.8M | Buy |
9,511
+289
| +3% | +$75.6K | 0.09% | 122 |
|
|
2019
Q3 | $2M | Buy |
9,222
+122
| +1% | +$29.4K | 0.08% | 128 |
|
|
2019
Q2 | $2.22M | Buy |
9,100
+1,000
| +12% | +$241K | 0.09% | 127 |
|
|
2019
Q1 | $2M | Sell |
8,100
-150
| -2% | -$38.3K | 0.08% | 132 |
|
|
2018
Q4 | $2.06M | Buy |
8,250
+8,100
| +5,400% | +$2.14M | 0.09% | 122 |
|
|
2018
Q3 | $40K | Buy |
+150
| New | +$39K | ﹤0.01% | 300 |
|
|
2015
Q1 | – | Sell |
-179
| Closed | -$18K | – | 376 |
|
|
2014
Q4 | $18K | Sell |
179
-300
| -63% | -$28.4K | ﹤0.01% | 330 |
|
|
2014
Q3 | $41K | Buy |
479
+79
| +20% | +$6.68K | ﹤0.01% | 323 |
|
|
2014
Q2 | $33K | Hold |
400
| – | – | ﹤0.01% | 345 |
|
|
2014
Q1 | $33K | Buy |
400
+380
| +1,900% | +$28.6K | ﹤0.01% | 399 |
|
|
2013
Q4 | $2K | Buy |
+20
| New | +$1.44K | ﹤0.01% | 428 |
|
Other funds holding UNH
