Regal Partners’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 |
-5,292
| Closed | -$2.62M | – | 62 |
|
2024
Q1 | $2.62M | Sell |
5,292
-3,024
| -36% | -$1.5M | 0.26% | 28 |
|
2023
Q4 | $4.38M | Buy |
8,316
+1,041
| +14% | +$548K | 0.47% | 28 |
|
2023
Q3 | $3.67M | Sell |
7,275
-1,800
| -20% | -$908K | 0.82% | 24 |
|
2023
Q2 | $4.36M | Buy |
9,075
+1,700
| +23% | +$817K | 0.94% | 21 |
|
2023
Q1 | $3.49M | Sell |
7,375
-500
| -6% | -$236K | 0.68% | 20 |
|
2022
Q4 | $4.18M | Sell |
7,875
-1,981
| -20% | -$1.05M | 0.98% | 15 |
|
2022
Q3 | $4.98M | Hold |
9,856
| – | – | 1.04% | 16 |
|
2022
Q2 | $5.06M | Buy |
+9,856
| New | +$5.06M | 0.86% | 17 |
|