Act Two Investors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35,357
| Closed | -$17.9M | – | 47 |
|
|
2024
Q4 | $17.9M | Sell |
35,357
-29,319
| -45% | -$14.8M | 3.48% | 12 |
|
|
2024
Q3 | $37.8M | Sell |
64,676
-1,022
| -2% | -$598K | 7.13% | 4 |
|
|
2024
Q2 | $33.5M | Buy |
65,698
+4,420
| +7% | +$2.25M | 6.62% | 6 |
|
|
2024
Q1 | $30.3M | Buy |
61,278
+4,510
| +8% | +$2.23M | 6.09% | 6 |
|
|
2023
Q4 | $29.9M | Buy |
56,768
+2,609
| +5% | +$1.37M | 6.46% | 5 |
|
|
2023
Q3 | $27.3M | Buy |
54,159
+6,639
| +14% | +$3.35M | 7.31% | 4 |
|
|
2023
Q2 | $22.8M | Buy |
47,520
+11,966
| +34% | +$5.75M | 6.39% | 6 |
|
|
2023
Q1 | $16.8M | Buy |
35,554
+30,830
| +653% | +$14.6M | 6.7% | 6 |
|
|
2022
Q4 | $2.5M | Sell |
4,724
-4
| -0.1% | -$2.12K | 2.59% | 14 |
|
|
2022
Q3 | $2.39M | Sell |
4,728
-573
| -11% | -$289K | 2.42% | 14 |
|
|
2022
Q2 | $2.72M | Sell |
5,301
-123
| -2% | -$63.2K | 2.57% | 13 |
|
|
2022
Q1 | $2.71M | Buy |
5,424
+627
| +13% | +$314K | 2.15% | 15 |
|
|
2021
Q4 | $2.41M | Sell |
4,797
-57,285
| -92% | -$28.8M | 1.9% | 15 |
|
|
2021
Q3 | $24.3M | Sell |
62,082
-15,304
| -20% | -$5.98M | 5.76% | 6 |
|
|
2021
Q2 | $31M | Buy |
+77,386
| New | +$31M | 6.06% | 9 |
|