Bluefin 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 | $13.7M | Buy |
+43,800
| New | +$13.7M | 10.3% | 2 |
|
2022
Q4 | – | Sell |
-2,700
| Closed | -$1.36M | – | 387 |
|
2022
Q3 | $1.36M | Buy |
+2,700
| New | +$1.36M | 0.12% | 78 |
|
2022
Q2 | – | Sell |
-2,200
| Closed | -$1.12M | – | 472 |
|
2022
Q1 | $1.12M | Sell |
2,200
-8,300
| -79% | -$4.23M | 0.1% | 91 |
|
2021
Q4 | $5.27M | Sell |
10,500
-3,622
| -26% | -$1.82M | 0.37% | 46 |
|
2021
Q3 | $5.52M | Sell |
14,122
-1,220
| -8% | -$477K | 0.55% | 27 |
|
2021
Q2 | $6.14M | Buy |
15,342
+8,902
| +138% | +$3.56M | 0.39% | 45 |
|
2021
Q1 | $2.4M | Sell |
6,440
-705
| -10% | -$262K | 0.11% | 90 |
|
2020
Q4 | $2.51M | Buy |
+7,145
| New | +$2.51M | 0.15% | 72 |
|
2020
Q3 | – | Sell |
-2,790
| Closed | -$823K | – | 349 |
|
2020
Q2 | $823K | Buy |
+2,790
| New | +$823K | 0.07% | 91 |
|
2020
Q1 | – | Sell |
-36,464
| Closed | -$10.7M | – | 414 |
|
2019
Q4 | $10.7M | Buy |
36,464
+30,421
| +503% | +$8.94M | 0.71% | 30 |
|
2019
Q3 | $1.31M | Buy |
6,043
+4,963
| +460% | +$1.08M | 0.19% | 75 |
|
2019
Q2 | $264K | Sell |
1,080
-1,816
| -63% | -$444K | 0.04% | 147 |
|
2019
Q1 | $716K | Sell |
2,896
-204
| -7% | -$50.4K | 0.1% | 93 |
|
2018
Q4 | $772K | Buy |
3,100
+929
| +43% | +$231K | 0.08% | 93 |
|
2018
Q3 | $578K | Buy |
+2,171
| New | +$578K | 0.05% | 173 |
|
2018
Q1 | – | Sell |
-7,650
| Closed | -$1.69M | – | 380 |
|
2017
Q4 | $1.69M | Buy |
+7,650
| New | +$1.69M | 0.1% | 94 |
|
2016
Q4 | – | Sell |
-1,340
| Closed | -$188K | – | 376 |
|
2016
Q3 | $188K | Sell |
1,340
-5,098
| -79% | -$715K | 0.01% | 198 |
|
2016
Q2 | $909K | Buy |
+6,438
| New | +$909K | 0.09% | 123 |
|
2016
Q1 | – | Sell |
-9,652
| Closed | -$1.14M | – | 437 |
|
2015
Q4 | $1.14M | Sell |
9,652
-5,542
| -36% | -$652K | 0.09% | 167 |
|
2015
Q3 | $1.76M | Sell |
15,194
-630
| -4% | -$73.1K | 0.11% | 133 |
|
2015
Q2 | $1.93M | Buy |
15,824
+12,058
| +320% | +$1.47M | 0.12% | 124 |
|
2015
Q1 | $445K | Sell |
3,766
-1,426
| -27% | -$169K | 0.04% | 214 |
|
2014
Q4 | $525K | Sell |
5,192
-14,718
| -74% | -$1.49M | 0.03% | 258 |
|
2014
Q3 | $1.72M | Buy |
19,910
+7,209
| +57% | +$622K | 0.09% | 169 |
|
2014
Q2 | $1M | Buy |
12,701
+7,226
| +132% | +$569K | 0.04% | 248 |
|
2014
Q1 | $400K | Buy |
+5,475
| New | +$400K | 0.03% | 303 |
|
2013
Q3 | – | Sell |
-3,855
| Closed | -$300K | – | 458 |
|
2013
Q2 | $300K | Buy |
+3,855
| New | +$300K | 0.03% | 321 |
|