Seneca House Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-397
| Closed | -$209K | – | 80 |
|
|
2023
Q3 | $209K | Buy |
+397
| New | +$209K | 0.11% | 74 |
|
|
2023
Q2 | – | Sell |
-521
| Closed | -$246K | – | 82 |
|
|
2023
Q1 | $246K | Sell |
521
-888
| -63% | -$419K | 0.13% | 75 |
|
|
2022
Q4 | $747K | Sell |
1,409
-1,188
| -46% | -$630K | 0.41% | 50 |
|
|
2022
Q3 | $1.31M | Sell |
2,597
-324
| -11% | -$164K | 0.97% | 36 |
|
|
2022
Q2 | $1.5M | Buy |
2,921
+139
| +5% | +$71.4K | 0.98% | 32 |
|
|
2022
Q1 | $1.42M | Buy |
2,782
+353
| +15% | +$180K | 0.75% | 37 |
|
|
2021
Q4 | $1.22M | Buy |
2,429
+1,283
| +112% | +$644K | 0.65% | 38 |
|
|
2021
Q3 | $448K | Buy |
+1,146
| New | +$448K | 0.27% | 61 |
|