QCM Cayman’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-569
| Closed | -$281K | – | 53 |
|
|
2024
Q1 | $281K | Buy |
+569
| New | +$281K | 3.79% | 11 |
|
|
2023
Q4 | – | Sell |
-699
| Closed | -$352K | – | 57 |
|
|
2023
Q3 | $352K | Buy |
+699
| New | +$352K | 2.29% | 7 |
|
|
2023
Q2 | – | Sell |
-425
| Closed | -$201K | – | 92 |
|
|
2023
Q1 | $201K | Buy |
+425
| New | +$201K | 1.26% | 45 |
|
|
2022
Q4 | – | Sell |
-397
| Closed | -$201K | – | 62 |
|
|
2022
Q3 | $201K | Sell |
397
-82
| -17% | -$41.5K | 2.94% | 22 |
|
|
2022
Q2 | $246K | Sell |
479
-316
| -40% | -$162K | 4.26% | 7 |
|
|
2022
Q1 | $405K | Buy |
+795
| New | +$405K | 1.78% | 11 |
|
|
2021
Q3 | – | Sell |
-524
| Closed | -$210K | – | 175 |
|
|
2021
Q2 | $210K | Buy |
+524
| New | +$210K | 0.54% | 82 |
|
|
2020
Q3 | – | Sell |
-824
| Closed | -$243K | – | 215 |
|
|
2020
Q2 | $243K | Buy |
+824
| New | +$243K | 0.56% | 74 |
|
|
2016
Q4 | – | Sell |
-2,153
| Closed | -$301K | – | 218 |
|
|
2016
Q3 | $301K | Buy |
+2,153
| New | +$301K | 0.33% | 47 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 318 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 202 |
|
|
2015
Q4 | – | Sell |
-5,137
| Closed | -$596K | – | 208 |
|
|
2015
Q3 | $596K | Buy |
+5,137
| New | +$596K | 0.2% | 21 |
|
|
2015
Q2 | – | Sell |
-16,430
| Closed | -$1.94M | – | 193 |
|
|
2015
Q1 | $1.94M | Buy |
+16,430
| New | +$1.94M | 1.03% | 5 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 197 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 260 |
|