Americana 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 | $1.15M | Sell |
3,689
-19,941
| -84% | -$6.22M | 0.04% | 233 |
|
|
2025
Q1 | $12.4M | Sell |
23,630
-1,646
| -7% | -$862K | 0.48% | 57 |
|
|
2024
Q4 | $12.8M | Buy |
25,276
+4,899
| +24% | +$2.48M | 0.52% | 55 |
|
|
2024
Q3 | $11.9M | Buy |
20,377
+1,984
| +11% | +$1.16M | 0.81% | 31 |
|
|
2024
Q2 | $9.37M | Buy |
18,393
+49
| +0.3% | +$25K | 0.73% | 38 |
|
|
2024
Q1 | $9.07M | Buy |
18,344
+1,662
| +10% | +$822K | 0.76% | 36 |
|
|
2023
Q4 | $8.22M | Buy |
16,682
+1,067
| +7% | +$525K | 0.78% | 34 |
|
|
2023
Q3 | $7.91M | Buy |
15,615
+2,526
| +19% | +$1.28M | 0.85% | 28 |
|
|
2023
Q2 | $6.29M | Buy |
13,089
+278
| +2% | +$134K | 0.81% | 29 |
|
|
2023
Q1 | $6.05M | Sell |
12,811
-640
| -5% | -$302K | 0.95% | 21 |
|
|
2022
Q4 | $7.14M | Sell |
13,451
-61
| -0.5% | -$32.4K | 1.24% | 18 |
|
|
2022
Q3 | $6.81M | Buy |
13,512
+320
| +2% | +$161K | 1.22% | 18 |
|
|
2022
Q2 | $6.77M | Buy |
13,192
+8,536
| +183% | +$4.38M | 1.21% | 18 |
|
|
2022
Q1 | $2.41M | Sell |
4,656
-5,753
| -55% | -$2.98M | 0.74% | 31 |
|
|
2021
Q4 | $5.23M | Buy |
10,409
+2,621
| +34% | +$1.32M | 0.95% | 26 |
|
|
2021
Q3 | $3.04M | Buy |
7,788
+6,458
| +486% | +$2.52M | 0.74% | 32 |
|
|
2021
Q2 | $483K | Buy |
1,330
+424
| +47% | +$154K | 0.25% | 75 |
|
|
2021
Q1 | $221K | Buy |
+906
| New | +$221K | 0.14% | 101 |
|
|
2020
Q1 | – | Sell |
-314
| Closed | -$92K | – | 466 |
|
|
2019
Q4 | $92K | Buy |
+314
| New | +$92K | 0.05% | 155 |
|