Southern Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-430
| Closed | -$218K | – | 83 |
|
|
2024
Q4 | $218K | Sell |
430
-3,242
| -88% | -$1.64M | 0.12% | 67 |
|
|
2024
Q3 | $2.15M | Buy |
3,672
+3,250
| +770% | +$1.9M | 1.21% | 21 |
|
|
2024
Q2 | $215K | Sell |
422
-18
| -4% | -$9.17K | 0.13% | 66 |
|
|
2024
Q1 | $218K | Buy |
440
+14
| +3% | +$6.93K | 0.13% | 67 |
|
|
2023
Q4 | $224K | Sell |
426
-342
| -45% | -$180K | 0.16% | 56 |
|
|
2023
Q3 | $387K | Buy |
+768
| New | +$387K | 0.32% | 42 |
|
|
2023
Q1 | – | Sell |
-408
| Closed | -$216K | – | 86 |
|
|
2022
Q4 | $216K | Buy |
408
+8
| +2% | +$4.24K | 0.17% | 66 |
|
|
2022
Q3 | $202K | Hold |
400
| – | – | 0.17% | 62 |
|
|
2022
Q2 | $205K | Sell |
400
-8
| -2% | -$4.1K | 0.16% | 64 |
|
|
2022
Q1 | $208K | Hold |
408
| – | – | 0.14% | 76 |
|
|
2021
Q4 | $205K | Buy |
+408
| New | +$205K | 0.13% | 75 |
|