Brown 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 |
-427
| Closed | -$224K | – | 102 |
|
|
2025
Q1 | $224K | Sell |
427
-32
| -7% | -$16.8K | 0.01% | 101 |
|
|
2024
Q4 | $232K | Sell |
459
-247
| -35% | -$125K | 0.01% | 116 |
|
|
2024
Q3 | $413K | Sell |
706
-16
| -2% | -$9.36K | 0.01% | 109 |
|
|
2024
Q2 | $368K | Sell |
722
-26
| -3% | -$13.2K | 0.01% | 114 |
|
|
2024
Q1 | $370K | Hold |
748
| – | – | 0.01% | 121 |
|
|
2023
Q4 | $394K | Sell |
748
-432
| -37% | -$227K | 0.01% | 108 |
|
|
2023
Q3 | $595K | Sell |
1,180
-164
| -12% | -$82.7K | 0.01% | 105 |
|
|
2023
Q2 | $646K | Hold |
1,344
| – | – | 0.01% | 107 |
|
|
2023
Q1 | $635K | Sell |
1,344
-12
| -0.9% | -$5.67K | 0.01% | 106 |
|
|
2022
Q4 | $719K | Sell |
1,356
-33
| -2% | -$17.5K | 0.01% | 101 |
|
|
2022
Q3 | $702K | Sell |
1,389
-396
| -22% | -$200K | 0.01% | 94 |
|
|
2022
Q2 | $917K | Hold |
1,785
| – | – | 0.01% | 91 |
|
|
2022
Q1 | $910K | Hold |
1,785
| – | – | 0.01% | 94 |
|
|
2021
Q4 | $900K | Buy |
1,785
+9
| +0.5% | +$4.54K | 0.01% | 97 |
|
|
2021
Q3 | $694K | Sell |
1,776
-194
| -10% | -$75.8K | 0.01% | 102 |
|
|
2021
Q2 | $789K | Sell |
1,970
-41
| -2% | -$16.4K | 0.01% | 98 |
|
|
2021
Q1 | $748K | Sell |
2,011
-629
| -24% | -$234K | 0.01% | 99 |
|
|
2020
Q4 | $926K | Buy |
+2,640
| New | +$926K | 0.01% | 94 |
|