Wafra Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,535
| Closed | -$12.1M | – | 58 |
|
|
2024
Q1 | $12.1M | Sell |
24,535
-12,699
| -34% | -$6.28M | 0.64% | 43 |
|
|
2023
Q4 | $19.6M | Sell |
37,234
-51,695
| -58% | -$27.2M | 1.15% | 32 |
|
|
2023
Q3 | $44.8M | Buy |
+88,929
| New | +$44.8M | 1.5% | 22 |
|
|
2020
Q4 | – | Sell |
-39,241
| Closed | -$12.2M | – | 66 |
|
|
2020
Q3 | $12.2M | Sell |
39,241
-44,769
| -53% | -$14M | 0.69% | 54 |
|
|
2020
Q2 | $24.8M | Buy |
+84,010
| New | +$24.8M | 1.57% | 25 |
|
|
2018
Q2 | – | Sell |
-44,592
| Closed | -$9.54M | – | 96 |
|
|
2018
Q1 | $9.54M | Hold |
44,592
| – | – | 0.43% | 49 |
|
|
2017
Q4 | $9.83M | Sell |
44,592
-15,450
| -26% | -$3.41M | 0.45% | 45 |
|
|
2017
Q3 | $11.8M | Hold |
60,042
| – | – | 0.57% | 41 |
|
|
2017
Q2 | $11.1M | Sell |
60,042
-2,243
| -4% | -$416K | 0.56% | 43 |
|
|
2017
Q1 | $10.2M | Hold |
62,285
| – | – | 0.52% | 45 |
|
|
2016
Q4 | $9.97M | Sell |
62,285
-78,470
| -56% | -$12.6M | 0.54% | 42 |
|
|
2016
Q3 | $19.7M | Hold |
140,755
| – | – | 1.47% | 13 |
|
|
2016
Q2 | $19.9M | Sell |
140,755
-77,472
| -36% | -$10.9M | 2.42% | 9 |
|
|
2016
Q1 | $28.1M | Sell |
218,227
-4,434
| -2% | -$572K | 3.2% | 4 |
|
|
2015
Q4 | $26.2M | Buy |
222,661
+34,057
| +18% | +$4.01M | 3.04% | 4 |
|
|
2015
Q3 | $21.9M | Buy |
188,604
+173,304
| +1,133% | +$20.1M | 2.69% | 9 |
|
|
2015
Q2 | $1.87M | Buy |
+15,300
| New | +$1.87M | 0.2% | 54 |
|