Belmont 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 | $1.79M | Sell |
5,728
-2,188
| -28% | -$683K | 0.27% | 30 |
|
|
2025
Q1 | $4.15M | Hold |
7,916
| – | – | 0.74% | 18 |
|
|
2024
Q4 | $4M | Hold |
7,916
| – | – | 0.65% | 19 |
|
|
2024
Q3 | $4.63M | Sell |
7,916
-881
| -10% | -$515K | 0.77% | 17 |
|
|
2024
Q2 | $4.48M | Buy |
8,797
+7,864
| +843% | +$4M | 0.84% | 14 |
|
|
2024
Q1 | $461K | Sell |
933
-15
| -2% | -$7.42K | 0.13% | 61 |
|
|
2023
Q4 | $499K | Sell |
948
-97
| -9% | -$51.1K | 0.21% | 47 |
|
|
2023
Q3 | $527K | Buy |
1,045
+980
| +1,508% | +$494K | 0.28% | 35 |
|
|
2023
Q2 | $31.2K | Buy |
65
+17
| +35% | +$8.17K | 0.02% | 83 |
|
|
2023
Q1 | $22.7K | Sell |
48
-19
| -28% | -$8.98K | 0.02% | 61 |
|
|
2022
Q4 | $36K | Hold |
67
| – | – | 0.04% | 51 |
|
|
2022
Q3 | $34K | Buy |
67
+50
| +294% | +$25.4K | 0.04% | 43 |
|
|
2022
Q2 | $9K | Hold |
17
| – | – | 0.01% | 54 |
|
|
2022
Q1 | $9K | Hold |
17
| – | – | 0.01% | 52 |
|
|
2021
Q4 | $9K | Buy |
17
+11
| +183% | +$5.82K | 0.01% | 58 |
|
|
2021
Q3 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 71 |
|