Carderock Capital 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 | – | Sell |
-10,361
| Closed | -$5.43M | – | 140 |
|
|
2025
Q1 | $5.43M | Sell |
10,361
-677
| -6% | -$355K | 1.44% | 39 |
|
|
2024
Q4 | $5.58M | Sell |
11,038
-376
| -3% | -$190K | 1.4% | 40 |
|
|
2024
Q3 | $6.67M | Buy |
11,414
+964
| +9% | +$564K | 1.58% | 38 |
|
|
2024
Q2 | $5.32M | Sell |
10,450
-62
| -0.6% | -$31.6K | 1.39% | 40 |
|
|
2024
Q1 | $5.2M | Sell |
10,512
-3,292
| -24% | -$1.63M | 1.46% | 36 |
|
|
2023
Q4 | $7.27M | Buy |
13,804
+191
| +1% | +$101K | 2.01% | 26 |
|
|
2023
Q3 | $6.86M | Sell |
13,613
-342
| -2% | -$172K | 2.3% | 15 |
|
|
2023
Q2 | $6.71M | Buy |
13,955
+566
| +4% | +$272K | 2.08% | 24 |
|
|
2023
Q1 | $6.33M | Buy |
13,389
+3,312
| +33% | +$1.57M | 2.21% | 14 |
|
|
2022
Q4 | $5.34M | Buy |
+10,077
| New | +$5.34M | 2.22% | 18 |
|
|
2022
Q1 | – | Sell |
-525
| Closed | -$264K | – | 80 |
|
|
2021
Q4 | $264K | Sell |
525
-15
| -3% | -$7.54K | 0.06% | 72 |
|
|
2021
Q3 | $211K | Sell |
540
-4,392
| -89% | -$1.72M | 0.06% | 73 |
|
|
2021
Q2 | $1.98M | Sell |
4,932
-7,038
| -59% | -$2.82M | 0.54% | 57 |
|
|
2021
Q1 | $4.45M | Sell |
11,970
-537
| -4% | -$200K | 1.33% | 39 |
|
|
2020
Q4 | $4.39M | Sell |
12,507
-143
| -1% | -$50.1K | 1.32% | 37 |
|
|
2020
Q3 | $3.94M | Buy |
12,650
+180
| +1% | +$56.1K | 1.33% | 36 |
|
|
2020
Q2 | $3.68M | Sell |
12,470
-55
| -0.4% | -$16.2K | 1.36% | 38 |
|
|
2020
Q1 | $3.12M | Buy |
12,525
+1
| +0% | +$249 | 1.43% | 38 |
|
|
2019
Q4 | $3.68M | Buy |
12,524
+383
| +3% | +$113K | 1.24% | 42 |
|
|
2019
Q3 | $2.64M | Buy |
12,141
+115
| +1% | +$25K | 0.97% | 46 |
|
|
2019
Q2 | $2.93M | Buy |
12,026
+7,117
| +145% | +$1.74M | 1.11% | 45 |
|
|
2019
Q1 | $1.21M | Buy |
4,909
+213
| +5% | +$52.7K | 0.5% | 54 |
|
|
2018
Q4 | $1.17M | Sell |
4,696
-6
| -0.1% | -$1.5K | 0.6% | 47 |
|
|
2018
Q3 | $1.25M | Buy |
4,702
+213
| +5% | +$56.7K | 0.49% | 56 |
|
|
2018
Q2 | $1.1M | Buy |
+4,489
| New | +$1.1M | 0.48% | 55 |
|