Applied Capital LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
4,928
+438
| +10% | +$137K | 1.12% | 34 |
|
|
2025
Q1 | $2.35M | Sell |
4,490
-3
| -0.1% | -$1.57K | 1.85% | 17 |
|
|
2024
Q4 | $2.27M | Sell |
4,493
-21
| -0.5% | -$10.6K | 1.76% | 19 |
|
|
2024
Q3 | $2.64M | Sell |
4,514
-101
| -2% | -$59.1K | 2.06% | 13 |
|
|
2024
Q2 | $2.35M | Buy |
4,615
+152
| +3% | +$77.4K | 2.05% | 13 |
|
|
2024
Q1 | $2.21M | Buy |
4,463
+260
| +6% | +$129K | 1.8% | 18 |
|
|
2023
Q4 | $2.21M | Sell |
4,203
-293
| -7% | -$154K | 2.03% | 16 |
|
|
2023
Q3 | $2.27M | Sell |
4,496
-27
| -0.6% | -$13.6K | 2.25% | 10 |
|
|
2023
Q2 | $2.17M | Buy |
4,523
+29
| +0.6% | +$13.9K | 2.05% | 14 |
|
|
2023
Q1 | $2.12M | Sell |
4,494
-24
| -0.5% | -$11.3K | 2.11% | 13 |
|
|
2022
Q4 | $2.4M | Buy |
+4,518
| New | +$2.4M | 2.37% | 7 |
|