Symmetry Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,371
| Closed | -$2.23M | – | 479 |
|
|
2024
Q2 | $2.23M | Sell |
4,371
-1,579
| -27% | -$804K | 0.11% | 77 |
|
|
2024
Q1 | $2.94M | Hold |
5,950
| – | – | 0.23% | 63 |
|
|
2023
Q4 | $3.12M | Sell |
5,950
-356
| -6% | -$187K | 0.17% | 62 |
|
|
2023
Q3 | $3.18M | Sell |
6,306
-8,456
| -57% | -$4.26M | 0.17% | 66 |
|
|
2023
Q2 | $7.1M | Buy |
14,762
+301
| +2% | +$145K | 0.38% | 53 |
|
|
2023
Q1 | $6.83M | Buy |
14,461
+104
| +0.7% | +$49.1K | 0.38% | 48 |
|
|
2022
Q4 | $7.61M | Sell |
14,357
-368
| -2% | -$195K | 0.45% | 45 |
|
|
2022
Q3 | $7.44M | Sell |
14,725
-78
| -0.5% | -$39.4K | 0.5% | 41 |
|
|
2022
Q2 | $7.6M | Sell |
14,803
-457
| -3% | -$235K | 0.51% | 37 |
|
|
2022
Q1 | $7.78M | Buy |
15,260
+7,672
| +101% | +$3.91M | 0.49% | 37 |
|
|
2021
Q4 | $3.81M | Sell |
7,588
-196
| -3% | -$98.4K | 0.24% | 56 |
|
|
2021
Q3 | $3.06M | Sell |
7,784
-6,600
| -46% | -$2.6M | 0.2% | 66 |
|
|
2021
Q2 | $5.76M | Sell |
14,384
-3,352
| -19% | -$1.34M | 0.38% | 46 |
|
|
2021
Q1 | $6.6M | Buy |
17,736
+11
| +0.1% | +$4.09K | 0.47% | 36 |
|
|
2020
Q4 | $6.22M | Buy |
17,725
+173
| +1% | +$60.7K | 0.48% | 36 |
|
|
2020
Q3 | $5.47M | Buy |
17,552
+8,385
| +91% | +$2.61M | 0.47% | 39 |
|
|
2020
Q2 | $2.7M | Buy |
+9,167
| New | +$2.7M | 0.34% | 46 |
|
|
2019
Q4 | – | Sell |
-2,347
| Closed | -$510K | – | 369 |
|
|
2019
Q3 | $510K | Sell |
2,347
-2,780
| -54% | -$604K | 0.11% | 153 |
|
|
2019
Q2 | $1.25M | Sell |
5,127
-6,661
| -57% | -$1.63M | 0.26% | 57 |
|
|
2019
Q1 | $2.92M | Buy |
11,788
+1,481
| +14% | +$366K | 0.5% | 28 |
|
|
2018
Q4 | $2.57M | Buy |
+10,307
| New | +$2.57M | 0.65% | 28 |
|