Alapocas Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Sell |
14,737
-830
| -5% | -$259K | 2.95% | 15 |
|
|
2025
Q1 | $8.15M | Sell |
15,567
-492
| -3% | -$258K | 4.99% | 11 |
|
|
2024
Q4 | $8.12M | Buy |
16,059
+22
| +0.1% | +$11.1K | 4.57% | 12 |
|
|
2024
Q3 | $9.38M | Buy |
16,037
+57
| +0.4% | +$33.3K | 5.51% | 11 |
|
|
2024
Q2 | $8.14M | Buy |
15,980
+671
| +4% | +$342K | 4.84% | 13 |
|
|
2024
Q1 | $7.57M | Buy |
15,309
+327
| +2% | +$162K | 4.51% | 13 |
|
|
2023
Q4 | $7.89M | Buy |
14,982
+99
| +0.7% | +$52.1K | 4.99% | 12 |
|
|
2023
Q3 | $7.5M | Buy |
14,883
+412
| +3% | +$208K | 5.47% | 11 |
|
|
2023
Q2 | $6.96M | Buy |
14,471
+212
| +1% | +$102K | 5.08% | 13 |
|
|
2023
Q1 | $6.74M | Sell |
14,259
-413
| -3% | -$195K | 5.58% | 10 |
|
|
2022
Q4 | $7.78M | Sell |
14,672
-699
| -5% | -$371K | 7.3% | 3 |
|
|
2022
Q3 | $7.76M | Buy |
15,371
+32
| +0.2% | +$16.2K | 7.79% | 2 |
|
|
2022
Q2 | $7.88M | Buy |
15,339
+123
| +0.8% | +$63.2K | 7.83% | 4 |
|
|
2022
Q1 | $7.76M | Sell |
15,216
-1,757
| -10% | -$896K | 6.66% | 7 |
|
|
2021
Q4 | $8.52M | Buy |
+16,973
| New | +$8.52M | 6.54% | 7 |
|