Relative Value Partners Group’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$1.84M Buy
3,623
+2,538
+234% +$1.29M 0.24% 96
2024
Q1
$555K Sell
1,085
-7
-0.6% -$3.58K 0.03% 188
2023
Q4
$575K Buy
1,092
+16
+1% +$8.42K 0.04% 186
2023
Q3
$543K Buy
+1,076
New +$543K 0.04% 182
2022
Q2
Sell
-2,400
Closed -$1.22M 248
2022
Q1
$1.22M Buy
+2,400
New +$1.22M 0.09% 125