BluePath 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 |
-391
| Closed | -$205K | – | 108 |
|
|
2025
Q1 | $205K | Sell |
391
-150
| -28% | -$78.6K | 0.12% | 92 |
|
|
2024
Q4 | $293K | Sell |
541
-1,359
| -72% | -$736K | 0.16% | 87 |
|
|
2024
Q3 | $1.11M | Buy |
1,900
+200
| +12% | +$117K | 0.69% | 24 |
|
|
2024
Q2 | $866K | Buy |
1,700
+418
| +33% | +$213K | 0.61% | 34 |
|
|
2024
Q1 | $634K | Buy |
1,282
+254
| +25% | +$126K | 0.48% | 42 |
|
|
2023
Q4 | $553K | Buy |
1,028
+115
| +13% | +$61.8K | 0.47% | 48 |
|
|
2023
Q3 | $460K | Buy |
+913
| New | +$460K | 0.42% | 44 |
|