Verus Financial Partners’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 |
-384
| Closed | -$207K | – | 105 |
|
|
2023
Q3 | $207K | Sell |
384
-28
| -7% | -$15.1K | 0.03% | 100 |
|
|
2023
Q2 | $211K | Sell |
412
-19
| -4% | -$9.71K | 0.03% | 100 |
|
|
2023
Q1 | $210K | Sell |
431
-6
| -1% | -$2.93K | 0.03% | 98 |
|
|
2022
Q4 | $218K | Sell |
437
-38
| -8% | -$19K | 0.03% | 94 |
|
|
2022
Q3 | $248K | Buy |
475
+25
| +6% | +$13.1K | 0.04% | 84 |
|
|
2022
Q2 | $235K | Buy |
450
+1
| +0.2% | +$522 | 0.03% | 84 |
|
|
2022
Q1 | $240K | Buy |
+449
| New | +$240K | 0.03% | 82 |
|
|
2020
Q4 | – | Sell |
-1,931
| Closed | -$602K | – | 184 |
|
|
2020
Q3 | $602K | Buy |
+1,931
| New | +$602K | 0.22% | 80 |
|