Caption 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 | – | Hold |
0
| – | – | – | 1025 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1092 |
|
|
2024
Q4 | – | Sell |
-2,900
| Closed | -$1.7M | – | 1006 |
|
|
2024
Q3 | $1.7M | Buy |
+2,900
| New | +$1.7M | 0.03% | 113 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 877 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 787 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 991 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 955 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 927 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 821 |
|