SpiderRock Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $46M | Buy |
78,612
+8,830
| +13% | +$5.16M | 0.73% | 15 |
|
|
2024
Q2 | $35.5M | Buy |
69,782
+7,555
| +12% | +$3.85M | 0.71% | 18 |
|
|
2024
Q1 | $30.3M | Buy |
+62,227
| New | +$30.3M | 0.75% | 18 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 165 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 152 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 149 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 141 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 139 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 142 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 142 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 133 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 137 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 137 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 145 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 148 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 145 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 141 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 139 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 129 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 124 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 100 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 80 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 63 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 44 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 35 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 25 |
|
|
2017
Q2 | – | Hold |
0
| – | -$43K | – | 613 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 257 |
|