Alhambra 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 | – | Sell |
-1,036
| Closed | -$543K | – | 183 |
|
|
2025
Q1 | $543K | Sell |
1,036
-8
| -0.8% | -$4.19K | 0.28% | 86 |
|
|
2024
Q4 | $528K | Hold |
1,044
| – | – | 0.27% | 89 |
|
|
2024
Q3 | $610K | Hold |
1,044
| – | – | 0.32% | 82 |
|
|
2024
Q2 | $532K | Hold |
1,044
| – | – | 0.29% | 85 |
|
|
2024
Q1 | $516K | Sell |
1,044
-5
| -0.5% | -$2.47K | 0.28% | 93 |
|
|
2023
Q4 | $552K | Hold |
1,049
| – | – | 0.33% | 85 |
|
|
2023
Q3 | $529K | Hold |
1,049
| – | – | 0.35% | 79 |
|
|
2023
Q2 | $504K | Hold |
1,049
| – | – | 0.33% | 84 |
|
|
2023
Q1 | $496K | Hold |
1,049
| – | – | 0.34% | 80 |
|
|
2022
Q4 | $556K | Hold |
1,049
| – | – | 0.41% | 70 |
|
|
2022
Q3 | $530K | Buy |
1,049
+25
| +2% | +$12.6K | 0.4% | 74 |
|
|
2022
Q2 | $526K | Sell |
1,024
-75
| -7% | -$38.5K | 0.38% | 74 |
|
|
2022
Q1 | $560K | Sell |
1,099
-55
| -5% | -$28K | 0.37% | 78 |
|
|
2021
Q4 | $579K | Sell |
1,154
-200
| -15% | -$100K | 0.4% | 77 |
|
|
2021
Q3 | $529K | Hold |
1,354
| – | – | 0.4% | 83 |
|
|
2021
Q2 | $542K | Buy |
1,354
+77
| +6% | +$30.8K | 0.41% | 78 |
|
|
2021
Q1 | $475K | Buy |
1,277
+16
| +1% | +$5.95K | 0.38% | 85 |
|
|
2020
Q4 | $442K | Hold |
1,261
| – | – | 0.47% | 73 |
|
|
2020
Q3 | $393K | Sell |
1,261
-23
| -2% | -$7.17K | 0.47% | 72 |
|
|
2020
Q2 | $379K | Buy |
1,284
+59
| +5% | +$17.4K | 0.5% | 57 |
|
|
2020
Q1 | $305K | Sell |
1,225
-80
| -6% | -$19.9K | 0.5% | 58 |
|
|
2019
Q4 | $384K | Buy |
+1,305
| New | +$384K | 0.44% | 69 |
|