Aspire Private 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 | $656K | Buy |
2,103
+42
| +2% | +$13.1K | 0.15% | 119 |
|
|
2025
Q1 | $1.08M | Buy |
2,061
+119
| +6% | +$62.3K | 0.27% | 79 |
|
|
2024
Q4 | $982K | Buy |
1,942
+61
| +3% | +$30.9K | 0.24% | 81 |
|
|
2024
Q3 | $1.1M | Buy |
1,881
+30
| +2% | +$17.5K | 0.26% | 69 |
|
|
2024
Q2 | $943K | Buy |
1,851
+38
| +2% | +$19.4K | 0.24% | 68 |
|
|
2024
Q1 | $897K | Buy |
1,813
+187
| +12% | +$92.5K | 0.24% | 72 |
|
|
2023
Q4 | $856K | Buy |
1,626
+82
| +5% | +$43.2K | 0.25% | 59 |
|
|
2023
Q3 | $779K | Buy |
1,544
+33
| +2% | +$16.6K | 0.25% | 54 |
|
|
2023
Q2 | $726K | Buy |
1,511
+35
| +2% | +$16.8K | 0.23% | 64 |
|
|
2023
Q1 | $698K | Buy |
1,476
+8
| +0.5% | +$3.78K | 0.23% | 66 |
|
|
2022
Q4 | $778K | Buy |
1,468
+132
| +10% | +$70K | 0.28% | 47 |
|
|
2022
Q3 | $674K | Sell |
1,336
-110
| -8% | -$55.5K | 0.26% | 50 |
|
|
2022
Q2 | $743K | Buy |
1,446
+2
| +0.1% | +$1.03K | 0.27% | 48 |
|
|
2022
Q1 | $736K | Buy |
1,444
+1,282
| +791% | +$653K | 0.23% | 51 |
|
|
2021
Q4 | $81K | Buy |
162
+26
| +19% | +$13K | 0.03% | 183 |
|
|
2021
Q3 | $53K | Hold |
136
| – | – | 0.02% | 210 |
|
|
2021
Q2 | $54K | Sell |
136
-72
| -35% | -$28.6K | 0.02% | 211 |
|
|
2021
Q1 | $77K | Sell |
208
-376
| -64% | -$139K | 0.03% | 198 |
|
|
2020
Q4 | $205K | Buy |
584
+11
| +2% | +$3.86K | 0.08% | 113 |
|
|
2020
Q3 | $179K | Buy |
573
+72
| +14% | +$22.5K | 0.07% | 117 |
|
|
2020
Q2 | $148K | Buy |
501
+108
| +27% | +$31.9K | 0.07% | 107 |
|
|
2020
Q1 | $98K | Sell |
393
-130
| -25% | -$32.4K | 0.05% | 118 |
|
|
2019
Q4 | $154K | Buy |
523
+15
| +3% | +$4.42K | 0.07% | 125 |
|
|
2019
Q3 | $110K | Buy |
508
+31
| +6% | +$6.71K | 0.05% | 150 |
|
|
2019
Q2 | $116K | Buy |
477
+69
| +17% | +$16.8K | 0.06% | 138 |
|
|
2019
Q1 | $101K | Sell |
408
-84
| -17% | -$20.8K | 0.05% | 170 |
|
|
2018
Q4 | $123K | Buy |
+492
| New | +$123K | 0.07% | 144 |
|