Apella Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Buy |
1,733
+51
| +3% | +$15.5K | 0.01% | 287 |
|
|
2025
Q1 | $973K | Buy |
1,682
+515
| +44% | +$298K | 0.03% | 189 |
|
|
2024
Q4 | $590K | Sell |
1,167
-20
| -2% | -$10.1K | 0.02% | 212 |
|
|
2024
Q3 | $703K | Buy |
1,187
+67
| +6% | +$39.7K | 0.03% | 189 |
|
|
2024
Q2 | $551K | Buy |
1,120
+304
| +37% | +$150K | 0.02% | 194 |
|
|
2024
Q1 | $375K | Sell |
816
-123
| -13% | -$56.5K | 0.02% | 218 |
|
|
2023
Q4 | $512K | Buy |
939
+7
| +0.8% | +$3.82K | 0.03% | 183 |
|
|
2023
Q3 | $470K | Buy |
932
+11
| +1% | +$5.55K | 0.03% | 176 |
|
|
2023
Q2 | $443K | Buy |
+921
| New | +$443K | 0.03% | 179 |
|
|
2022
Q4 | $452K | Buy |
852
+248
| +41% | +$131K | 0.04% | 159 |
|
|
2022
Q3 | $305K | Sell |
604
-41
| -6% | -$20.7K | 0.04% | 171 |
|
|
2022
Q2 | $331K | Buy |
645
+169
| +36% | +$86.7K | 0.04% | 172 |
|
|
2022
Q1 | $243K | Buy |
476
+52
| +12% | +$26.5K | 0.03% | 183 |
|
|
2021
Q4 | $213K | Buy |
+424
| New | +$213K | 0.03% | 191 |
|