WM
Wishbone Management’s UnitedHealth UNH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-80,000
| Closed | -$40.8M | – | 8 |
|
2022
Q1 | $40.8M | Sell |
80,000
-137,000
| -63% | -$69.9M | 8% | 8 |
|
2021
Q4 | $109M | Sell |
217,000
-40,000
| -16% | -$20.1M | 14.83% | 2 |
|
2021
Q3 | $100M | Sell |
257,000
-38,000
| -13% | -$14.8M | 13.86% | 2 |
|
2021
Q2 | $118M | Hold |
295,000
| – | – | 18.23% | 3 |
|
2021
Q1 | $110M | Hold |
295,000
| – | – | 18.43% | 3 |
|
2020
Q4 | $103M | Buy |
295,000
+100,000
| +51% | +$35.1M | 23.68% | 1 |
|
2020
Q3 | $60.8M | Hold |
195,000
| – | – | 12.83% | 2 |
|
2020
Q2 | $57.5M | Buy |
195,000
+20,000
| +11% | +$5.9M | 14.25% | 2 |
|
2020
Q1 | $43.6M | Hold |
175,000
| – | – | 13.09% | 3 |
|
2019
Q4 | $51.4M | Buy |
+175,000
| New | +$51.4M | 11.83% | 5 |
|