Agate Pass Investment 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 | $861K | Buy |
2,758
+1,068
| +63% | +$333K | 0.35% | 71 |
|
|
2025
Q1 | $885K | Buy |
1,690
+61
| +4% | +$32K | 0.38% | 73 |
|
|
2024
Q4 | $824K | Buy |
1,629
+125
| +8% | +$63.2K | 0.37% | 68 |
|
|
2024
Q3 | $879K | Buy |
1,504
+58
| +4% | +$33.9K | 0.44% | 60 |
|
|
2024
Q2 | $736K | Buy |
1,446
+949
| +191% | +$483K | 0.39% | 61 |
|
|
2024
Q1 | $246K | Buy |
497
+100
| +25% | +$49.5K | 0.13% | 88 |
|
|
2023
Q4 | $209K | Buy |
+397
| New | +$209K | 0.12% | 95 |
|