Capital Fund Management (CFM)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196M | Buy |
629,462
+481,338
| +325% | +$150M | 0.54% | 4 |
|
|
2025
Q1 | $77.6M | Sell |
148,124
-19,834
| -12% | -$10.4M | 0.22% | 11 |
|
|
2024
Q4 | $85M | Buy |
+167,958
| New | +$85M | 0.22% | 13 |
|
|
2024
Q3 | – | Sell |
-115,172
| Closed | -$58.7M | – | 1074 |
|
|
2024
Q2 | $58.7M | Sell |
115,172
-62,850
| -35% | -$32M | 0.17% | 35 |
|
|
2024
Q1 | $88.1M | Buy |
+178,022
| New | +$88.1M | 0.25% | 13 |
|
|
2023
Q4 | – | Sell |
-21,483
| Closed | -$10.8M | – | 1086 |
|
|
2023
Q3 | $10.8M | Sell |
21,483
-94,387
| -81% | -$47.6M | 0.04% | 179 |
|
|
2023
Q2 | $55.7M | Sell |
115,870
-34,698
| -23% | -$16.7M | 0.23% | 17 |
|
|
2023
Q1 | $71.2M | Buy |
150,568
+115,830
| +333% | +$54.7M | 0.34% | 7 |
|
|
2022
Q4 | $18.4M | Buy |
+34,738
| New | +$18.4M | 0.12% | 59 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 923 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 917 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 960 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 942 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 909 |
|
|
2021
Q2 | – | Sell |
-14,387
| Closed | -$5.35M | – | 883 |
|
|
2021
Q1 | $5.35M | Sell |
14,387
-11,323
| -44% | -$4.21M | 0.06% | 153 |
|
|
2020
Q4 | $9.02M | Sell |
25,710
-43,298
| -63% | -$15.2M | 0.09% | 94 |
|
|
2020
Q3 | $21.5M | Buy |
+69,008
| New | +$21.5M | 0.27% | 37 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 993 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1216 |
|
|
2019
Q4 | – | Sell |
-40,144
| Closed | -$8.72M | – | 1153 |
|
|
2019
Q3 | $8.72M | Buy |
+40,144
| New | +$8.72M | 0.08% | 125 |
|
|
2019
Q2 | – | Sell |
-325,460
| Closed | -$80.5M | – | 1071 |
|
|
2019
Q1 | $80.5M | Buy |
325,460
+289,068
| +794% | +$71.5M | 0.72% | 4 |
|
|
2018
Q4 | $9.07M | Buy |
36,392
+23,306
| +178% | +$5.81M | 0.08% | 105 |
|
|
2018
Q3 | $3.48M | Sell |
13,086
-45,696
| -78% | -$12.2M | 0.02% | 396 |
|
|
2018
Q2 | $14.4M | Sell |
58,782
-68,180
| -54% | -$16.7M | 0.08% | 125 |
|
|
2018
Q1 | $27.2M | Sell |
126,962
-118,247
| -48% | -$25.3M | 0.16% | 52 |
|
|
2017
Q4 | $54.1M | Buy |
245,209
+28,700
| +13% | +$6.33M | 0.3% | 16 |
|
|
2017
Q3 | $42.4M | Buy |
216,509
+174,055
| +410% | +$34.1M | 0.3% | 27 |
|
|
2017
Q2 | $7.87M | Buy |
+42,454
| New | +$7.87M | 0.06% | 181 |
|
|
2017
Q1 | – | Sell |
-79,139
| Closed | -$12.7M | – | 1154 |
|
|
2016
Q4 | $12.7M | Buy |
79,139
+59,775
| +309% | +$9.57M | 0.11% | 120 |
|
|
2016
Q3 | $2.71M | Buy |
+19,364
| New | +$2.71M | 0.02% | 356 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1116 |
|
|
2016
Q1 | – | Sell |
-113,837
| Closed | -$13.4M | – | 1117 |
|
|
2015
Q4 | $13.4M | Sell |
113,837
-166,205
| -59% | -$19.6M | 0.14% | 104 |
|
|
2015
Q3 | $32.5M | Buy |
280,042
+274,242
| +4,728% | +$31.8M | 0.36% | 25 |
|
|
2015
Q2 | $708K | Buy |
+5,800
| New | +$708K | 0.01% | 432 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 961 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 985 |
|
|
2014
Q3 | – | Sell |
-52,269
| Closed | -$4.27M | – | 979 |
|
|
2014
Q2 | $4.27M | Buy |
+52,269
| New | +$4.27M | 0.05% | 211 |
|
|
2014
Q1 | – | Sell |
-186,088
| Closed | -$14M | – | 1069 |
|
|
2013
Q4 | $14M | Buy |
186,088
+179,384
| +2,676% | +$13.5M | 0.17% | 64 |
|
|
2013
Q3 | $480K | Buy |
+6,704
| New | +$480K | 0.01% | 511 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 915 |
|