Camelot Portfolios’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Buy |
2,412
+1,552
| +180% | +$484K | 0.45% | 74 |
|
|
2025
Q1 | $450K | Buy |
+860
| New | +$450K | 0.28% | 113 |
|
|
2024
Q3 | – | Sell |
-669
| Closed | -$341K | – | 541 |
|
|
2024
Q2 | $341K | Buy |
+669
| New | +$341K | 0.19% | 123 |
|
|
2024
Q1 | – | Sell |
-425
| Closed | -$224K | – | 204 |
|
|
2023
Q4 | $224K | Buy |
+425
| New | +$224K | 0.13% | 177 |
|
|
2023
Q3 | – | Sell |
-504
| Closed | -$242K | – | 195 |
|
|
2023
Q2 | $242K | Sell |
504
-13
| -3% | -$6.24K | 0.15% | 156 |
|
|
2023
Q1 | $244K | Buy |
517
+10
| +2% | +$4.73K | 0.17% | 149 |
|
|
2022
Q4 | $269K | Buy |
+507
| New | +$269K | 0.2% | 139 |
|
|
2022
Q3 | – | Sell |
-645
| Closed | -$331K | – | 211 |
|
|
2022
Q2 | $331K | Sell |
645
-89
| -12% | -$45.7K | 0.2% | 142 |
|
|
2022
Q1 | $375K | Sell |
734
-1,021
| -58% | -$522K | 0.19% | 147 |
|
|
2021
Q4 | $881K | Buy |
1,755
+414
| +31% | +$208K | 0.35% | 91 |
|
|
2021
Q3 | $524K | Sell |
1,341
-1,228
| -48% | -$480K | 0.27% | 110 |
|
|
2021
Q2 | $1.03M | Sell |
2,569
-224
| -8% | -$89.7K | 0.42% | 74 |
|
|
2021
Q1 | $1.04M | Buy |
2,793
+1,440
| +106% | +$536K | 0.43% | 71 |
|
|
2020
Q4 | $474K | Buy |
1,353
+300
| +28% | +$105K | 0.25% | 111 |
|
|
2020
Q3 | $328K | Buy |
1,053
+26
| +3% | +$8.1K | 0.21% | 126 |
|
|
2020
Q2 | $303K | Sell |
1,027
-972
| -49% | -$287K | 0.19% | 138 |
|
|
2020
Q1 | $499K | Buy |
1,999
+521
| +35% | +$130K | 0.28% | 97 |
|
|
2019
Q4 | $435K | Buy |
1,478
+208
| +16% | +$61.2K | 0.18% | 131 |
|
|
2019
Q3 | $276K | Sell |
1,270
-79
| -6% | -$17.2K | 0.13% | 166 |
|
|
2019
Q2 | $329K | Buy |
1,349
+83
| +7% | +$20.2K | 0.14% | 165 |
|
|
2019
Q1 | $313K | Sell |
1,266
-15
| -1% | -$3.71K | 0.13% | 178 |
|
|
2018
Q4 | $319K | Sell |
1,281
-915
| -42% | -$228K | 0.15% | 150 |
|
|
2018
Q3 | $584K | Buy |
2,196
+33
| +2% | +$8.78K | 0.26% | 106 |
|
|
2018
Q2 | $531K | Hold |
2,163
| – | – | 0.23% | 110 |
|
|
2018
Q1 | $462K | Buy |
2,163
+23
| +1% | +$4.91K | 0.22% | 114 |
|
|
2017
Q4 | $472K | Buy |
2,140
+344
| +19% | +$75.9K | 0.22% | 108 |
|
|
2017
Q3 | $352K | Hold |
1,796
| – | – | 0.17% | 115 |
|
|
2017
Q2 | $333K | Sell |
1,796
-20
| -1% | -$3.71K | 0.16% | 117 |
|
|
2017
Q1 | $298K | Buy |
+1,816
| New | +$298K | 0.15% | 135 |
|