Acorn Creek Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-388
| Closed | -$203K | – | 82 |
|
|
2025
Q1 | $203K | Sell |
388
-156
| -29% | -$81.7K | 0.1% | 77 |
|
|
2024
Q4 | $275K | Sell |
544
-72
| -12% | -$36.4K | 0.14% | 55 |
|
|
2024
Q3 | $360K | Buy |
616
+154
| +33% | +$90.1K | 0.19% | 43 |
|
|
2024
Q2 | $235K | Buy |
+462
| New | +$235K | 0.14% | 55 |
|
|
2024
Q1 | – | Sell |
-624
| Closed | -$329K | – | 79 |
|
|
2023
Q4 | $329K | Buy |
+624
| New | +$329K | 0.15% | 48 |
|