Wexford Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,413
| Closed | -$3.75M | – | 251 |
|
|
2024
Q3 | $3.75M | Sell |
6,413
-2,259
| -26% | -$1.32M | 0.9% | 29 |
|
|
2024
Q2 | $4.42M | Sell |
8,672
-2,156
| -20% | -$1.1M | 1.12% | 21 |
|
|
2024
Q1 | $5.36M | Buy |
10,828
+7,156
| +195% | +$3.54M | 1.09% | 26 |
|
|
2023
Q4 | $1.93M | Buy |
3,672
+2,000
| +120% | +$1.05M | 0.41% | 53 |
|
|
2023
Q3 | $843K | Sell |
1,672
-4,345
| -72% | -$2.19M | 0.19% | 86 |
|
|
2023
Q2 | $2.89M | Sell |
6,017
-1,517
| -20% | -$729K | 0.57% | 45 |
|
|
2023
Q1 | $3.56M | Buy |
7,534
+6,909
| +1,105% | +$3.27M | 0.74% | 34 |
|
|
2022
Q4 | $331K | Sell |
625
-625
| -50% | -$331K | 0.07% | 87 |
|
|
2022
Q3 | $631K | Hold |
1,250
| – | – | 0.2% | 70 |
|
|
2022
Q2 | $642 | Buy |
1,250
+3
| +0.2% | +$2 | 0.04% | 93 |
|
|
2022
Q1 | $636 | Buy |
1,247
+3
| +0.2% | +$2 | 0.03% | 87 |
|
|
2021
Q4 | $625 | Buy |
+1,244
| New | +$625 | 0.03% | 120 |
|
|
2021
Q2 | $456K | Buy |
+1,139
| New | +$456K | 0.07% | 127 |
|
|
2020
Q4 | – | Sell |
-10,250
| Closed | -$3.2M | – | 384 |
|
|
2020
Q3 | $3.2M | Buy |
+10,250
| New | +$3.2M | 0.86% | 36 |
|
|
2016
Q3 | – | Sell |
-7,190
| Closed | -$1.02M | – | 186 |
|
|
2016
Q2 | $1.02M | Buy |
+7,190
| New | +$1.02M | 0.18% | 71 |
|