Alcosta Capital 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 | – | Sell |
-8,638
| Closed | -$4.52M | – | 28 |
|
|
2025
Q1 | $4.52M | Sell |
8,638
-54
| -0.6% | -$28.3K | 3.02% | 20 |
|
|
2024
Q4 | $4.4M | Buy |
8,692
+21
| +0.2% | +$10.6K | 2.56% | 21 |
|
|
2024
Q3 | $5.07M | Buy |
8,671
+64
| +0.7% | +$37.4K | 3.03% | 16 |
|
|
2024
Q2 | $4.38M | Sell |
8,607
-49
| -0.6% | -$25K | 2.7% | 18 |
|
|
2024
Q1 | $4.28M | Sell |
8,656
-31
| -0.4% | -$15.3K | 2.87% | 17 |
|
|
2023
Q4 | $4.57M | Sell |
8,687
-50
| -0.6% | -$26.3K | 3.31% | 14 |
|
|
2023
Q3 | $4.41M | Buy |
8,737
+32
| +0.4% | +$16.1K | 3.67% | 11 |
|
|
2023
Q2 | $4.18M | Sell |
8,705
-2,303
| -21% | -$1.11M | 3.39% | 12 |
|
|
2023
Q1 | $5.2M | Sell |
11,008
-3,376
| -23% | -$1.6M | 4.98% | 5 |
|
|
2022
Q4 | $7.63M | Sell |
14,384
-230
| -2% | -$122K | 7.68% | 1 |
|
|
2022
Q3 | $7.38M | Sell |
14,614
-437
| -3% | -$221K | 7.23% | 2 |
|
|
2022
Q2 | $7.73M | Sell |
15,051
-13
| -0.1% | -$6.68K | 7.36% | 1 |
|
|
2022
Q1 | $7.68M | Sell |
15,064
-314
| -2% | -$160K | 5.52% | 3 |
|
|
2021
Q4 | $7.72M | Buy |
15,378
+63
| +0.4% | +$31.6K | 4.64% | 7 |
|
|
2021
Q3 | $5.98M | Buy |
15,315
+112
| +0.7% | +$43.8K | 3.65% | 11 |
|
|
2021
Q2 | $6.09M | Buy |
15,203
+1,136
| +8% | +$455K | 3.75% | 12 |
|
|
2021
Q1 | $5.23M | Sell |
14,067
-209
| -1% | -$77.8K | 3.8% | 8 |
|
|
2020
Q4 | $5.01M | Buy |
+14,276
| New | +$5.01M | 3.7% | 10 |
|