Cercano 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 | $46M | Sell |
147,508
-1,536
| -1% | -$479K | 1.31% | 18 |
|
|
2025
Q1 | $78.1M | Buy |
149,044
+9,207
| +7% | +$4.82M | 2.29% | 15 |
|
|
2024
Q4 | $70.7M | Hold |
139,837
| – | – | 1.8% | 17 |
|
|
2024
Q3 | $81.8M | Buy |
139,837
+2,211
| +2% | +$1.29M | 1.96% | 13 |
|
|
2024
Q2 | $70.1M | Buy |
137,626
+16,488
| +14% | +$8.4M | 1.87% | 12 |
|
|
2024
Q1 | $59.9M | Buy |
121,138
+16,953
| +16% | +$8.39M | 1.67% | 14 |
|
|
2023
Q4 | $54.9M | Hold |
104,185
| – | – | 1.81% | 10 |
|
|
2023
Q3 | $52.5M | Hold |
104,185
| – | – | 1.87% | 11 |
|
|
2023
Q2 | $50.1M | Hold |
104,185
| – | – | 1.74% | 12 |
|
|
2023
Q1 | $49.2M | Hold |
104,185
| – | – | 1.97% | 10 |
|
|
2022
Q4 | $55.2M | Buy |
+104,185
| New | +$55.2M | 2.25% | 7 |
|