Royal Fund Management’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 |
-5,860
| Closed | -$2.9M | – | 265 |
|
|
2024
Q1 | $2.9M | Buy |
5,860
+402
| +7% | +$199K | 0.28% | 101 |
|
|
2023
Q4 | $2.87M | Buy |
5,458
+273
| +5% | +$144K | 0.32% | 96 |
|
|
2023
Q3 | $2.61M | Sell |
5,185
-12
| -0.2% | -$6.05K | 0.35% | 91 |
|
|
2023
Q2 | $2.5M | Sell |
5,197
-10
| -0.2% | -$4.81K | 0.31% | 94 |
|
|
2023
Q1 | $2.46M | Sell |
5,207
-105
| -2% | -$49.6K | 0.35% | 92 |
|
|
2022
Q4 | $2.82M | Sell |
5,312
-118
| -2% | -$62.6K | 0.45% | 79 |
|
|
2022
Q3 | $2.74M | Sell |
5,430
-999
| -16% | -$504K | 0.5% | 78 |
|
|
2022
Q2 | $3.3M | Sell |
6,429
-350
| -5% | -$180K | 0.55% | 66 |
|
|
2022
Q1 | $3.46M | Sell |
6,779
-28
| -0.4% | -$14.3K | 0.5% | 68 |
|
|
2021
Q4 | $3.42M | Buy |
6,807
+628
| +10% | +$315K | 0.49% | 76 |
|
|
2021
Q3 | $2.41M | Buy |
6,179
+828
| +15% | +$323K | 0.35% | 92 |
|
|
2021
Q2 | $2.14M | Buy |
5,351
+884
| +20% | +$354K | 0.35% | 88 |
|
|
2021
Q1 | $1.66M | Buy |
4,467
+1,381
| +45% | +$514K | 0.3% | 92 |
|
|
2020
Q4 | $1.08M | Buy |
3,086
+749
| +32% | +$263K | 0.23% | 94 |
|
|
2020
Q3 | $728K | Buy |
2,337
+372
| +19% | +$116K | 0.19% | 96 |
|
|
2020
Q2 | $579K | Buy |
1,965
+750
| +62% | +$221K | 0.2% | 93 |
|
|
2020
Q1 | $303K | Buy |
1,215
+459
| +61% | +$114K | 0.12% | 103 |
|
|
2019
Q4 | $222K | Buy |
756
+154
| +26% | +$45.2K | 0.06% | 142 |
|
|
2019
Q3 | $130K | Buy |
602
+195
| +48% | +$42.1K | 0.04% | 169 |
|
|
2019
Q2 | $99K | Buy |
407
+309
| +315% | +$75.2K | 0.03% | 180 |
|
|
2019
Q1 | $24K | Hold |
98
| – | – | 0.01% | 279 |
|
|
2018
Q4 | $24K | Hold |
98
| – | – | 0.01% | 248 |
|
|
2018
Q3 | $26K | Buy |
+98
| New | +$26K | 0.01% | 250 |
|
|
2018
Q1 | – | Sell |
-25
| Closed | -$5K | – | 707 |
|
|
2017
Q4 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 503 |
|