Blue Fin 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 | $5.22M | Buy |
+16,720
| New | +$5.22M | 0.89% | 21 |
|
|
2024
Q4 | $8.26M | Sell |
16,319
-73
| -0.4% | -$36.9K | 1.52% | 14 |
|
|
2024
Q3 | $9.58M | Buy |
16,392
+199
| +1% | +$116K | 1.82% | 12 |
|
|
2024
Q2 | $8.25M | Buy |
16,193
+259
| +2% | +$132K | 1.65% | 12 |
|
|
2024
Q1 | $7.88M | Buy |
15,934
+639
| +4% | +$316K | 1.76% | 12 |
|
|
2023
Q4 | $8.05M | Buy |
15,295
+434
| +3% | +$228K | 2.07% | 10 |
|
|
2023
Q3 | $7.49M | Buy |
14,861
+234
| +2% | +$118K | 2.19% | 10 |
|
|
2023
Q2 | $7.03M | Buy |
14,627
+416
| +3% | +$200K | 2.01% | 10 |
|
|
2023
Q1 | $6.92M | Buy |
14,211
+355
| +3% | +$173K | 2.24% | 11 |
|
|
2022
Q4 | $7.35M | Sell |
13,856
-229
| -2% | -$121K | 2.69% | 8 |
|
|
2022
Q3 | $7.11M | Buy |
14,085
+42
| +0.3% | +$21.2K | 2.69% | 8 |
|
|
2022
Q2 | $7.21M | Buy |
14,043
+37
| +0.3% | +$19K | 2.55% | 8 |
|
|
2022
Q1 | $7.14M | Buy |
14,006
+119
| +0.9% | +$60.7K | 2.07% | 9 |
|
|
2021
Q4 | $6.97M | Sell |
13,887
-449
| -3% | -$225K | 1.93% | 9 |
|
|
2021
Q3 | $5.6M | Buy |
14,336
+270
| +2% | +$105K | 1.71% | 12 |
|
|
2021
Q2 | $5.63M | Sell |
14,066
-470
| -3% | -$188K | 1.74% | 12 |
|
|
2021
Q1 | $5.41M | Buy |
14,536
+185
| +1% | +$68.8K | 1.85% | 12 |
|
|
2020
Q4 | $5.03M | Buy |
14,351
+476
| +3% | +$167K | 1.8% | 13 |
|
|
2020
Q3 | $4.33M | Sell |
13,875
-114
| -0.8% | -$35.5K | 1.75% | 13 |
|
|
2020
Q2 | $4.13M | Buy |
13,989
+77
| +0.6% | +$22.7K | 1.83% | 12 |
|
|
2020
Q1 | $3.47M | Buy |
13,912
+702
| +5% | +$175K | 1.91% | 12 |
|
|
2019
Q4 | $3.88M | Buy |
13,210
+305
| +2% | +$89.5K | 1.83% | 11 |
|
|
2019
Q3 | $2.8M | Sell |
12,905
-12
| -0.1% | -$2.61K | 1.47% | 15 |
|
|
2019
Q2 | $3.15M | Buy |
12,917
+738
| +6% | +$180K | 1.62% | 15 |
|
|
2019
Q1 | $3.01M | Buy |
12,179
+1,324
| +12% | +$327K | 1.58% | 15 |
|
|
2018
Q4 | $2.7M | Buy |
10,855
+166
| +2% | +$41.4K | 1.61% | 15 |
|
|
2018
Q3 | $2.84M | Buy |
10,689
+722
| +7% | +$192K | 1.41% | 17 |
|
|
2018
Q2 | $2.45M | Buy |
9,967
+542
| +6% | +$133K | 1.31% | 20 |
|
|
2018
Q1 | $2.02M | Buy |
9,425
+4,510
| +92% | +$965K | 1.14% | 24 |
|
|
2017
Q4 | $1.08M | Buy |
4,915
+1,365
| +38% | +$301K | 0.63% | 48 |
|
|
2017
Q3 | $695K | Buy |
3,550
+1,165
| +49% | +$228K | 0.43% | 69 |
|
|
2017
Q2 | $442K | Buy |
2,385
+1,135
| +91% | +$210K | 0.28% | 83 |
|
|
2017
Q1 | $205K | Buy |
+1,250
| New | +$205K | 0.13% | 131 |
|