Breakwater Capital Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Sell |
2,353
-537
| -19% | -$168K | 0.12% | 175 |
|
|
2025
Q1 | $1.51M | Buy |
2,890
+440
| +18% | +$230K | 0.27% | 85 |
|
|
2024
Q4 | $1.24M | Sell |
2,450
-6
| -0.2% | -$3.04K | 0.25% | 93 |
|
|
2024
Q3 | $1.44M | Buy |
2,456
+49
| +2% | +$28.6K | 0.29% | 84 |
|
|
2024
Q2 | $1.23M | Sell |
2,407
-39
| -2% | -$19.9K | 0.28% | 83 |
|
|
2024
Q1 | $1.21M | Sell |
2,446
-1
| -0% | -$495 | 0.3% | 81 |
|
|
2023
Q4 | $1.26M | Buy |
2,447
+93
| +4% | +$47.7K | 0.35% | 72 |
|
|
2023
Q3 | $1.25M | Buy |
2,354
+589
| +33% | +$313K | 0.43% | 64 |
|
|
2023
Q2 | $848K | Buy |
1,765
+66
| +4% | +$31.7K | 0.31% | 77 |
|
|
2023
Q1 | $803K | Buy |
1,699
+490
| +41% | +$232K | 0.34% | 76 |
|
|
2022
Q4 | $641K | Buy |
+1,209
| New | +$641K | 0.34% | 79 |
|