Byrne Asset 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 | $244K | Buy |
783
+80
| +11% | +$25K | 0.16% | 101 |
|
|
2025
Q1 | $368K | Buy |
+703
| New | +$368K | 0.27% | 77 |
|
|
2024
Q4 | – | Sell |
-787
| Closed | -$460K | – | 73 |
|
|
2024
Q3 | $460K | Sell |
787
-23
| -3% | -$13.4K | 0.31% | 74 |
|
|
2024
Q2 | $394K | Buy |
+810
| New | +$394K | 0.28% | 79 |
|
|
2024
Q1 | – | Sell |
-867
| Closed | -$453K | – | 83 |
|
|
2023
Q4 | $453K | Sell |
867
-115
| -12% | -$60.1K | 0.35% | 75 |
|
|
2023
Q3 | $495K | Buy |
+982
| New | +$495K | 0.41% | 69 |
|
|
2023
Q2 | – | Sell |
-872
| Closed | -$412K | – | 100 |
|
|
2023
Q1 | $412K | Sell |
872
-17
| -2% | -$8.03K | 0.29% | 95 |
|
|
2022
Q4 | $471K | Sell |
889
-58
| -6% | -$30.8K | 0.34% | 87 |
|
|
2022
Q3 | $478K | Hold |
947
| – | – | 0.37% | 86 |
|
|
2022
Q2 | $486K | Buy |
947
+42
| +5% | +$21.6K | 0.36% | 73 |
|
|
2022
Q1 | $462K | Sell |
905
-160
| -15% | -$81.7K | 0.29% | 79 |
|
|
2021
Q4 | $535K | Buy |
+1,065
| New | +$535K | 0.35% | 75 |
|