Royal Harbor Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,157
| Closed | -$1.96M | – | 78 |
|
|
2023
Q1 | $1.96M | Buy |
4,157
+27
| +0.7% | +$12.8K | 1.05% | 29 |
|
|
2022
Q4 | $2.19M | Sell |
4,130
-205
| -5% | -$109K | 1.35% | 26 |
|
|
2022
Q3 | $2.19M | Sell |
4,335
-224
| -5% | -$113K | 1.5% | 24 |
|
|
2022
Q2 | $2.34M | Buy |
4,559
+1,624
| +55% | +$834K | 1.6% | 22 |
|
|
2022
Q1 | $1.5M | Sell |
2,935
-293
| -9% | -$149K | 0.96% | 30 |
|
|
2021
Q4 | $1.62M | Buy |
3,228
+91
| +3% | +$45.7K | 1.03% | 26 |
|
|
2021
Q3 | $1.23M | Sell |
3,137
-186
| -6% | -$72.7K | 0.87% | 41 |
|
|
2021
Q2 | $1.33M | Buy |
3,323
+61
| +2% | +$24.4K | 0.89% | 38 |
|
|
2021
Q1 | $1.21M | Buy |
3,262
+175
| +6% | +$65.1K | 0.93% | 33 |
|
|
2020
Q4 | $1.08M | Sell |
3,087
-1
| -0% | -$351 | 0.91% | 43 |
|
|
2020
Q3 | $963K | Sell |
3,088
-2,348
| -43% | -$732K | 0.9% | 22 |
|
|
2020
Q2 | $1.6M | Buy |
+5,436
| New | +$1.6M | 1.58% | 14 |
|