Canoe Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129M | Sell |
412,019
-150,740
| -27% | -$47M | 1.83% | 20 |
|
|
2025
Q1 | $295M | Buy |
562,759
+100,659
| +22% | +$52.7M | 4.72% | 1 |
|
|
2024
Q4 | $234M | Buy |
462,100
+90,585
| +24% | +$45.8M | 3.81% | 5 |
|
|
2024
Q3 | $216M | Buy |
+371,515
| New | +$216M | 5.2% | 1 |
|
|
2024
Q2 | – | Sell |
-509,098
| Closed | -$252M | – | 100 |
|
|
2024
Q1 | $252M | Buy |
509,098
+345,959
| +212% | +$171M | 4.15% | 2 |
|
|
2023
Q4 | $85.9M | Sell |
163,139
-6,281
| -4% | -$3.31M | 1.69% | 20 |
|
|
2023
Q3 | $116M | Sell |
169,420
-174,131
| -51% | -$119M | 3.24% | 9 |
|
|
2023
Q2 | $165M | Buy |
343,551
+22,775
| +7% | +$11M | 3.46% | 3 |
|
|
2023
Q1 | $151M | Buy |
+320,776
| New | +$151M | 2.11% | 7 |
|