Waypoint Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.03M | Buy |
5,181
+78
| +2% | +$45.6K | 0.65% | 37 |
|
|
2024
Q2 | $2.6M | Buy |
5,103
+43
| +0.8% | +$21.9K | 0.65% | 40 |
|
|
2024
Q1 | $2.5M | Buy |
5,060
+21
| +0.4% | +$10.4K | 0.65% | 40 |
|
|
2023
Q4 | $2.65M | Buy |
5,039
+55
| +1% | +$29K | 0.77% | 36 |
|
|
2023
Q3 | $2.51M | Sell |
4,984
-18
| -0.4% | -$9.08K | 0.84% | 31 |
|
|
2023
Q2 | $2.4M | Buy |
5,002
+28
| +0.6% | +$13.5K | 0.75% | 37 |
|
|
2023
Q1 | $2.35M | Sell |
4,974
-39
| -0.8% | -$18.4K | 0.77% | 39 |
|
|
2022
Q4 | $2.66M | Buy |
5,013
+23
| +0.5% | +$12.2K | 0.92% | 32 |
|
|
2022
Q3 | $2.52M | Sell |
4,990
-278
| -5% | -$140K | 1.1% | 25 |
|
|
2022
Q2 | $2.71M | Sell |
5,268
-72
| -1% | -$37K | 1.23% | 20 |
|
|
2022
Q1 | $2.72M | Buy |
5,340
+57
| +1% | +$29.1K | 1.6% | 16 |
|
|
2021
Q4 | $2.65M | Buy |
+5,283
| New | +$2.65M | 1.82% | 15 |
|