Yorktown Management & Research Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-565
| Closed | -$288K | – | 237 |
|
|
2022
Q1 | $288K | Sell |
565
-92
| -14% | -$46.9K | 0.24% | 164 |
|
|
2021
Q4 | $330K | Sell |
657
-68
| -9% | -$34.2K | 0.22% | 165 |
|
|
2021
Q3 | $283K | Hold |
725
| – | – | 0.21% | 188 |
|
|
2021
Q2 | $290K | Hold |
725
| – | – | 0.23% | 181 |
|
|
2021
Q1 | $270K | Sell |
725
-525
| -42% | -$196K | 0.22% | 165 |
|
|
2020
Q4 | $438K | Buy |
1,250
+150
| +14% | +$52.6K | 0.39% | 110 |
|
|
2020
Q3 | $343K | Hold |
1,100
| – | – | 0.32% | 154 |
|
|
2020
Q2 | $324K | Buy |
+1,100
| New | +$324K | 0.29% | 144 |
|
|
2017
Q3 | – | Sell |
-1,100
| Closed | -$204K | – | 418 |
|
|
2017
Q2 | $204K | Buy |
+1,100
| New | +$204K | 0.07% | 294 |
|