Waratah Capital Advisors’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 |
-5,122
| Closed | -$2.46M | – | 168 |
|
|
2023
Q2 | $2.46M | Buy |
5,122
+923
| +22% | +$444K | 0.05% | 84 |
|
|
2023
Q1 | $1.98M | Buy |
4,199
+2,890
| +221% | +$1.37M | 0.04% | 102 |
|
|
2022
Q4 | $694K | Buy |
+1,309
| New | +$694K | 0.01% | 134 |
|
|
2021
Q2 | – | Sell |
-1,286
| Closed | -$478K | – | 307 |
|
|
2021
Q1 | $478K | Buy |
+1,286
| New | +$478K | 0.01% | 184 |
|