Trium Capital’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 |
-9,354
| Closed | -$5.47M | – | 66 |
|
|
2024
Q3 | $5.47M | Sell |
9,354
-2,177
| -19% | -$1.27M | 1.56% | 10 |
|
|
2024
Q2 | $5.87M | Sell |
11,531
-4,283
| -27% | -$2.18M | 0.74% | 12 |
|
|
2024
Q1 | $7.82M | Buy |
15,814
+2,434
| +18% | +$1.2M | 2.93% | 11 |
|
|
2023
Q4 | $7.04K | Buy |
13,380
+672
| +5% | +$354 | 0.57% | 9 |
|
|
2023
Q3 | $6.41K | Buy |
12,708
+120
| +1% | +$61 | 0.12% | 10 |
|
|
2023
Q2 | $6.05K | Buy |
12,588
+2,312
| +22% | +$1.11K | 1.29% | 16 |
|
|
2023
Q1 | $4.86M | Buy |
10,276
+289
| +3% | +$137K | 1.68% | 21 |
|
|
2022
Q4 | $5.3M | Buy |
+9,987
| New | +$5.3M | 1.95% | 17 |
|