Triasima Portfolio Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,060
| Closed | -$1.31M | – | 155 |
|
|
2023
Q2 | $1.31M | Sell |
2,060
-4,380
| -68% | -$2.79M | 0.08% | 92 |
|
|
2023
Q1 | $3.04M | Sell |
6,440
-11,018
| -63% | -$5.21M | 0.25% | 62 |
|
|
2022
Q4 | $9.26M | Sell |
17,458
-2,315
| -12% | -$1.23M | 0.71% | 33 |
|
|
2022
Q3 | $9.99M | Buy |
19,773
+166
| +0.8% | +$83.8K | 0.81% | 31 |
|
|
2022
Q2 | $10.1M | Buy |
19,607
+660
| +3% | +$339K | 0.71% | 32 |
|
|
2022
Q1 | $9.66M | Buy |
18,947
+4,333
| +30% | +$2.21M | 0.46% | 41 |
|
|
2021
Q4 | $7.34M | Buy |
14,614
+1,994
| +16% | +$1M | 0.35% | 40 |
|
|
2021
Q3 | $4.93M | Buy |
12,620
+1,130
| +10% | +$442K | 0.26% | 46 |
|
|
2021
Q2 | $4.6M | Buy |
11,490
+2,000
| +21% | +$801K | 0.22% | 50 |
|
|
2021
Q1 | $3.53M | Buy |
9,490
+2,575
| +37% | +$958K | 0.18% | 60 |
|
|
2020
Q4 | $2.43M | Buy |
+6,915
| New | +$2.43M | 0.14% | 66 |
|