SRN 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 |
-1,476
| Closed | -$744K | – | 112 |
|
|
2023
Q3 | $744K | Buy |
1,476
+28
| +2% | +$14.1K | 0.74% | 75 |
|
|
2023
Q2 | $696K | Sell |
1,448
-43
| -3% | -$20.7K | 0.62% | 81 |
|
|
2023
Q1 | $701K | Sell |
1,491
-30
| -2% | -$14.1K | 0.64% | 87 |
|
|
2022
Q4 | $806K | Buy |
+1,521
| New | +$806K | 0.8% | 66 |
|
|
2021
Q4 | – | Sell |
-2,935
| Closed | -$1.15M | – | 126 |
|
|
2021
Q3 | $1.15M | Sell |
2,935
-1,722
| -37% | -$673K | 0.53% | 50 |
|
|
2021
Q2 | $1.86M | Sell |
4,657
-209
| -4% | -$83.7K | 0.63% | 55 |
|
|
2021
Q1 | $1.81M | Sell |
4,866
-135
| -3% | -$50.2K | 0.65% | 56 |
|
|
2020
Q4 | $1.73M | Buy |
+5,001
| New | +$1.73M | 0.85% | 58 |
|