AHL 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 | $2.28M | Buy |
7,312
+3,917
| +115% | +$1.22M | 1.52% | 26 |
|
|
2025
Q1 | $1.78M | Sell |
3,395
-397
| -10% | -$208K | 1.23% | 33 |
|
|
2024
Q4 | $1.92M | Sell |
3,792
-17
| -0.4% | -$8.6K | 1.34% | 29 |
|
|
2024
Q3 | $2.23M | Sell |
3,809
-175
| -4% | -$102K | 1.54% | 25 |
|
|
2024
Q2 | $2.03M | Sell |
3,984
-53
| -1% | -$27K | 1.49% | 26 |
|
|
2024
Q1 | $2M | Sell |
4,037
-5
| -0.1% | -$2.47K | 1.53% | 28 |
|
|
2023
Q4 | $2.13M | Buy |
4,042
+5
| +0.1% | +$2.63K | 1.74% | 24 |
|
|
2023
Q3 | $2.04M | Buy |
4,037
+260
| +7% | +$131K | 1.81% | 21 |
|
|
2023
Q2 | $1.82M | Buy |
3,777
+32
| +0.9% | +$15.4K | 1.61% | 27 |
|
|
2023
Q1 | $1.77M | Buy |
+3,745
| New | +$1.77M | 1.63% | 27 |
|
|
2022
Q1 | – | Sell |
-276
| Closed | -$139K | – | 289 |
|
|
2021
Q4 | $139K | Buy |
+276
| New | +$139K | 0.13% | 71 |
|