Carroll Investors’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 |
-443
| Closed | -$230K | – | 34 |
|
|
2025
Q1 | $230K | Sell |
443
-830
| -65% | -$431K | 0.15% | 28 |
|
|
2024
Q4 | $646K | Buy |
1,273
+809
| +174% | +$410K | 0.36% | 21 |
|
|
2024
Q3 | $270K | Sell |
464
-5
| -1% | -$2.91K | 0.18% | 24 |
|
|
2024
Q2 | $333K | Hold |
469
| – | – | 0.23% | 20 |
|
|
2024
Q1 | $232K | Hold |
469
| – | – | 0.17% | 22 |
|
|
2023
Q4 | $246K | Sell |
469
-44
| -9% | -$23.1K | 0.2% | 20 |
|
|
2023
Q3 | $261K | Sell |
513
-122
| -19% | -$62K | 0.23% | 23 |
|
|
2023
Q2 | $304K | Sell |
635
-687
| -52% | -$328K | 0.23% | 25 |
|
|
2023
Q1 | $623K | Hold |
1,322
| – | – | 0.51% | 26 |
|
|
2022
Q4 | $701K | Hold |
1,322
| – | – | 0.74% | 23 |
|
|
2022
Q3 | $670K | Buy |
1,322
+809
| +158% | +$410K | 0.54% | 21 |
|
|
2022
Q2 | $263K | Hold |
513
| – | – | 0.24% | 28 |
|
|
2022
Q1 | $260K | Sell |
513
-169
| -25% | -$85.7K | 0.17% | 30 |
|
|
2021
Q4 | $341K | Buy |
+682
| New | +$341K | 0.19% | 30 |
|