Ayrshire Capital 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 |
-11,424
| Closed | -$5.98M | – | 49 |
|
|
2025
Q1 | $5.98M | Buy |
11,424
+192
| +2% | +$101K | 2.9% | 19 |
|
|
2024
Q4 | $5.68M | Buy |
11,232
+244
| +2% | +$123K | 2.77% | 20 |
|
|
2024
Q3 | $6.42M | Buy |
10,988
+76
| +0.7% | +$44.4K | 3.06% | 17 |
|
|
2024
Q2 | $5.56M | Buy |
10,912
+184
| +2% | +$93.7K | 2.83% | 18 |
|
|
2024
Q1 | $5.31M | Buy |
10,728
+794
| +8% | +$393K | 2.87% | 19 |
|
|
2023
Q4 | $5.23M | Buy |
9,934
+189
| +2% | +$99.5K | 3.02% | 18 |
|
|
2023
Q3 | $4.91M | Buy |
9,745
+17
| +0.2% | +$8.57K | 3.18% | 15 |
|
|
2023
Q2 | $4.36M | Buy |
9,728
+789
| +9% | +$353K | 2.76% | 22 |
|
|
2023
Q1 | $4.22M | Buy |
8,939
+556
| +7% | +$263K | 2.88% | 19 |
|
|
2022
Q4 | $4.44M | Sell |
8,383
-4,080
| -33% | -$2.16M | 3.11% | 15 |
|
|
2022
Q3 | $6.29M | Buy |
12,463
+233
| +2% | +$118K | 4.68% | 2 |
|
|
2022
Q2 | $6.28M | Sell |
12,230
-358
| -3% | -$184K | 4.44% | 2 |
|
|
2022
Q1 | $6.42M | Sell |
12,588
-3,079
| -20% | -$1.57M | 3.78% | 5 |
|
|
2021
Q4 | $7.87M | Sell |
15,667
-9
| -0.1% | -$4.52K | 3.99% | 5 |
|
|
2021
Q3 | $6.13M | Sell |
15,676
-171
| -1% | -$66.8K | 3.47% | 8 |
|
|
2021
Q2 | $6.35M | Sell |
15,847
-109
| -0.7% | -$43.7K | 3.57% | 7 |
|
|
2021
Q1 | $5.94M | Buy |
15,956
+231
| +1% | +$86K | 3.64% | 5 |
|
|
2020
Q4 | $5.51M | Buy |
15,725
+345
| +2% | +$121K | 3.56% | 7 |
|
|
2020
Q3 | $4.8M | Sell |
15,380
-6
| -0% | -$1.87K | 3.52% | 6 |
|
|
2020
Q2 | $4.54M | Buy |
15,386
+2,127
| +16% | +$627K | 3.79% | 6 |
|
|
2020
Q1 | $3.31M | Sell |
13,259
-591
| -4% | -$147K | 3.33% | 6 |
|
|
2019
Q4 | $4.07M | Buy |
+13,850
| New | +$4.07M | 3.37% | 3 |
|