Bowie 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 | $75.9M | Buy |
243,227
+2,776
| +1% | +$866K | 3.54% | 17 |
|
|
2025
Q1 | $126M | Buy |
240,451
+30,286
| +14% | +$15.9M | 5.91% | 3 |
|
|
2024
Q4 | $106M | Buy |
210,165
+38,107
| +22% | +$19.3M | 5.63% | 4 |
|
|
2024
Q3 | $101M | Sell |
172,058
-6,213
| -3% | -$3.63M | 5.23% | 4 |
|
|
2024
Q2 | $90.8M | Buy |
178,271
+40,734
| +30% | +$20.7M | 5.55% | 4 |
|
|
2024
Q1 | $68M | Buy |
137,537
+50,878
| +59% | +$25.2M | 5.09% | 5 |
|
|
2023
Q4 | $45.6M | Sell |
86,659
-2,646
| -3% | -$1.39M | 5.16% | 7 |
|
|
2023
Q3 | $45M | Buy |
89,305
+51
| +0.1% | +$25.7K | 3.83% | 5 |
|
|
2023
Q2 | $42.9M | Buy |
89,254
+2,909
| +3% | +$1.4M | 5.03% | 5 |
|
|
2023
Q1 | $40.8M | Buy |
86,345
+20,204
| +31% | +$9.55M | 4.73% | 5 |
|
|
2022
Q4 | $35.1M | Buy |
66,141
+7,544
| +13% | +$4M | 4.48% | 7 |
|
|
2022
Q3 | $29.6M | Sell |
58,597
-1,646
| -3% | -$831K | 3.11% | 9 |
|
|
2022
Q2 | $30.9M | Sell |
60,243
-4,500
| -7% | -$2.31M | 4.33% | 9 |
|
|
2022
Q1 | $33M | Sell |
64,743
-5,012
| -7% | -$2.56M | 4.18% | 10 |
|
|
2021
Q4 | $35M | Buy |
69,755
+4,138
| +6% | +$2.08M | 4.05% | 12 |
|
|
2021
Q3 | $25.6M | Buy |
65,617
+417
| +0.6% | +$163K | 2.75% | 14 |
|
|
2021
Q2 | $26.1M | Sell |
65,200
-800
| -1% | -$320K | 3.25% | 13 |
|
|
2021
Q1 | $24.6M | Buy |
66,000
+6,000
| +10% | +$2.23M | 3.32% | 13 |
|
|
2020
Q4 | $21M | Buy |
60,000
+10,000
| +20% | +$3.51M | 3.16% | 16 |
|
|
2020
Q3 | $15.6M | Buy |
50,000
+6,000
| +14% | +$1.87M | 2.49% | 17 |
|
|
2020
Q2 | $13M | Buy |
44,000
+12,000
| +38% | +$3.54M | 2.16% | 18 |
|
|
2020
Q1 | $7.98M | Buy |
32,000
+12,000
| +60% | +$2.99M | 2.04% | 19 |
|
|
2019
Q4 | $5.88M | Hold |
20,000
| – | – | 1.6% | 22 |
|
|
2019
Q3 | $4.35M | Buy |
20,000
+5,000
| +33% | +$1.09M | 0.8% | 22 |
|
|
2019
Q2 | $3.66M | Buy |
+15,000
| New | +$3.66M | 0.74% | 22 |
|