Academy Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.5M | Buy |
187,620
+187,179
| +42,444% | +$58.4M | 8.36% | 6 |
|
|
2025
Q1 | $231K | Hold |
441
| – | – | 0.04% | 34 |
|
|
2024
Q4 | $223K | Hold |
441
| – | – | 0.04% | 36 |
|
|
2024
Q3 | $258K | Hold |
441
| – | – | 0.04% | 28 |
|
|
2024
Q2 | $225K | Hold |
441
| – | – | 0.04% | 29 |
|
|
2024
Q1 | $218K | Buy |
441
+9
| +2% | +$4.45K | 0.04% | 30 |
|
|
2023
Q4 | $227K | Hold |
432
| – | – | 0.05% | 30 |
|
|
2023
Q3 | $218K | Sell |
432
-112
| -21% | -$56.5K | 0.05% | 29 |
|
|
2023
Q2 | $261K | Hold |
544
| – | – | 0.05% | 30 |
|
|
2023
Q1 | $257K | Buy |
544
+112
| +26% | +$52.9K | 0.06% | 27 |
|
|
2022
Q4 | $229K | Hold |
432
| – | – | 0.05% | 30 |
|
|
2022
Q3 | $218K | Hold |
432
| – | – | 0.05% | 30 |
|
|
2022
Q2 | $222K | Hold |
432
| – | – | 0.04% | 34 |
|
|
2022
Q1 | $220K | Hold |
432
| – | – | 0.04% | 32 |
|
|
2021
Q4 | $217K | Buy |
+432
| New | +$217K | 0.03% | 34 |
|