Regency Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,479
| Closed | -$3.94M | – | 58 |
|
|
2023
Q4 | $3.94M | Sell |
7,479
-1,002
| -12% | -$528K | 2.65% | 15 |
|
|
2023
Q3 | $4.28M | Sell |
8,481
-3,191
| -27% | -$1.61M | 3.63% | 12 |
|
|
2023
Q2 | $5.61M | Buy |
11,672
+3,051
| +35% | +$1.47M | 4.88% | 9 |
|
|
2023
Q1 | $4.07M | Buy |
8,621
+3,270
| +61% | +$1.55M | 4.93% | 9 |
|
|
2022
Q4 | $2.84M | Sell |
5,351
-66
| -1% | -$35K | 3.26% | 15 |
|
|
2022
Q3 | $2.74M | Sell |
5,417
-874
| -14% | -$441K | 3.35% | 13 |
|
|
2022
Q2 | $3.23M | Buy |
6,291
+614
| +11% | +$315K | 3.48% | 14 |
|
|
2022
Q1 | $2.9M | Sell |
5,677
-41
| -0.7% | -$20.9K | 2.1% | 15 |
|
|
2021
Q4 | $2.87M | Buy |
5,718
+653
| +13% | +$328K | 1.82% | 19 |
|
|
2021
Q3 | $1.98M | Buy |
+5,065
| New | +$1.98M | 1.39% | 26 |
|