eod 2026-09-17
TSM$430.26▲ 3.00%SOXX$519.10▲ 3.39%AAPL$337.00▲ 1.38%COST$893.93▲ 0.02%MU$977.50▲ 5.50%UNH$375.21▼ 0.01%PFE$27.64▲ 0.66%NVDA$219.34▲ 2.54%SHOP$128.60▼ 1.05%ASML$1,629.67▲ 1.71%DIS$105.35▼ 1.53%ETSY$72.34▼ 1.52%VOO$701.03▲ 1.12%
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UNH

openhealthcare

UnitedHealth Group Inc

conviction over time

convictionbuysellcloseholds at the last score until you record another

timeline · 2 entries

  1. 2025-03-20thesis
    5/10Conviction 5 out of 10

    Bought while the headlines were ugly, which is either the reason it is cheap or the reason it deserves to be. Genuinely unsure, hence the small size and the low number.

    would prove me wrong

    Regulatory action that changes the economics rather than merely the mood.

  2. 2025-03-24bought20 @ $311.7285
  3. 2026-05-24update
    6/10Conviction 6 out of 10

    The headlines are quieter. Nothing about the business is meaningfully different, so I am nudging this up for the wrong reason and saying so.

    review scheduled 2026-08-15

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last close

$375.21

on 2026-09-17

at your last entry

$388.47-3.41% since

close on 2026-05-22, the last before your entry on 2026-05-24

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