Sitrin Capital 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 |
-7,663
| Closed | -$3.79M | – | 44 |
|
|
2024
Q1 | $3.79M | Sell |
7,663
-192
| -2% | -$95K | 2.07% | 28 |
|
|
2023
Q4 | $4.14M | Sell |
7,855
-144
| -2% | -$75.8K | 2.41% | 27 |
|
|
2023
Q3 | $4.03M | Sell |
7,999
-967
| -11% | -$488K | 2.52% | 27 |
|
|
2023
Q2 | $4.31M | Buy |
8,966
+163
| +2% | +$78.3K | 2.42% | 29 |
|
|
2023
Q1 | $4.16M | Sell |
8,803
-72
| -0.8% | -$34K | 2.52% | 29 |
|
|
2022
Q4 | $4.71M | Sell |
8,875
-372
| -4% | -$197K | 3% | 17 |
|
|
2022
Q3 | $4.67M | Buy |
+9,247
| New | +$4.67M | 3.07% | 15 |
|