Tandem 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
Q4 | – | Sell |
-1,000
| Closed | -$585K | – | 119 |
|
|
2024
Q3 | $585K | Sell |
1,000
-1,275
| -56% | -$745K | 0.31% | 74 |
|
|
2024
Q2 | $1.11M | Sell |
2,275
-340
| -13% | -$166K | 0.61% | 48 |
|
|
2024
Q1 | $1.29M | Buy |
2,615
+11
| +0.4% | +$5.44K | 0.73% | 43 |
|
|
2023
Q4 | $1.37M | Sell |
2,604
-91
| -3% | -$47.9K | 0.85% | 44 |
|
|
2023
Q3 | $1.36M | Sell |
2,695
-121
| -4% | -$61K | 0.93% | 42 |
|
|
2023
Q2 | $1.35M | Hold |
2,816
| – | – | 0.88% | 42 |
|
|
2023
Q1 | $1.33M | Hold |
2,816
| – | – | 0.94% | 42 |
|
|
2022
Q4 | $1.49M | Buy |
2,816
+9
| +0.3% | +$4.77K | 1.18% | 34 |
|
|
2022
Q3 | $1.5M | Sell |
2,807
-48
| -2% | -$25.6K | 1.26% | 28 |
|
|
2022
Q2 | $1.47M | Hold |
2,855
| – | – | 1.17% | 31 |
|
|
2022
Q1 | $1.49M | Buy |
2,855
+12
| +0.4% | +$6.25K | 1.03% | 34 |
|
|
2021
Q4 | $1.43M | Buy |
2,843
+36
| +1% | +$18.1K | 0.82% | 40 |
|
|
2021
Q3 | $1.1M | Buy |
2,807
+114
| +4% | +$44.6K | 0.69% | 43 |
|
|
2021
Q2 | $1.08M | Buy |
2,693
+25
| +0.9% | +$10K | 0.68% | 48 |
|
|
2021
Q1 | $993K | Hold |
2,668
| – | – | 0.69% | 48 |
|
|
2020
Q4 | $936K | Hold |
2,668
| – | – | 0.7% | 47 |
|
|
2020
Q3 | $832K | Hold |
2,668
| – | – | 0.73% | 47 |
|
|
2020
Q2 | $787K | Sell |
2,668
-108
| -4% | -$31.9K | 0.77% | 46 |
|
|
2020
Q1 | $692K | Buy |
2,776
+466
| +20% | +$116K | 0.78% | 44 |
|
|
2019
Q4 | $679K | Buy |
+2,310
| New | +$679K | 0.58% | 51 |
|