Western Financial Corp’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 |
-2,005
| Closed | -$992K | – | 124 |
|
|
2024
Q1 | $992K | Sell |
2,005
-539
| -21% | -$267K | 0.61% | 47 |
|
|
2023
Q4 | $1.34M | Buy |
2,544
+839
| +49% | +$442K | 0.9% | 21 |
|
|
2023
Q3 | $860K | Sell |
1,705
-136
| -7% | -$68.6K | 0.63% | 30 |
|
|
2023
Q2 | $885K | Sell |
1,841
-14
| -0.8% | -$6.73K | 0.6% | 36 |
|
|
2023
Q1 | $877K | Sell |
1,855
-518
| -22% | -$245K | 0.62% | 30 |
|
|
2022
Q4 | $1.26M | Buy |
2,373
+331
| +16% | +$175K | 0.82% | 20 |
|
|
2022
Q3 | $1.03M | Buy |
2,042
+1,396
| +216% | +$705K | 0.72% | 26 |
|
|
2022
Q2 | $332K | Buy |
646
+227
| +54% | +$117K | 0.24% | 84 |
|
|
2022
Q1 | $214K | Buy |
+419
| New | +$214K | 0.12% | 91 |
|
|
2021
Q1 | – | Sell |
-1,736
| Closed | -$608K | – | 96 |
|
|
2020
Q4 | $608K | Buy |
+1,736
| New | +$608K | 0.4% | 40 |
|