3Chopt Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
1,622
-422
| -21% | -$132K | 0.12% | 138 |
|
|
2025
Q1 | $1.07M | Buy |
+2,044
| New | +$1.07M | 0.28% | 84 |
|
|
2024
Q3 | – | Sell |
-1,630
| Closed | -$830K | – | 172 |
|
|
2024
Q2 | $830K | Buy |
+1,630
| New | +$830K | 0.25% | 88 |
|
|
2024
Q1 | – | Sell |
-1,398
| Closed | -$736K | – | 156 |
|
|
2023
Q4 | $736K | Buy |
+1,398
| New | +$736K | 0.27% | 90 |
|
|
2023
Q3 | – | Sell |
-819
| Closed | -$394K | – | 129 |
|
|
2023
Q2 | $394K | Buy |
819
+30
| +4% | +$14.4K | 0.2% | 99 |
|
|
2023
Q1 | $373K | Buy |
789
+424
| +116% | +$200K | 0.2% | 110 |
|
|
2022
Q4 | $194K | Buy |
+365
| New | +$194K | 0.11% | 133 |
|