Scott Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.77M | Hold |
3,500
| – | – | 4.06% | 3 |
|
|
2023
Q2 | $1.68M | Hold |
3,500
| – | – | 3.78% | 3 |
|
|
2023
Q1 | $1.65M | Hold |
3,500
| – | – | 3.81% | 3 |
|
|
2022
Q4 | $1.86M | Hold |
3,500
| – | – | 4.48% | 2 |
|
|
2022
Q3 | $1.77M | Hold |
3,500
| – | – | 4.75% | 1 |
|
|
2022
Q2 | $1.8M | Hold |
3,500
| – | – | 1.2% | 27 |
|
|
2022
Q1 | $1.79M | Hold |
3,500
| – | – | 1.07% | 26 |
|
|
2021
Q4 | $1.76M | Hold |
3,500
| – | – | 1.1% | 26 |
|
|
2021
Q3 | $1.37M | Hold |
3,500
| – | – | 0.94% | 27 |
|
|
2021
Q2 | $1.4M | Hold |
3,500
| – | – | 0.98% | 27 |
|
|
2021
Q1 | $1.3M | Hold |
3,500
| – | – | 0.96% | 27 |
|
|
2020
Q4 | $1.23M | Buy |
+3,500
| New | +$1.23M | 0.97% | 27 |
|