Chapin Davis’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 |
-1,584
| Closed | -$830K | – | 239 |
|
|
2025
Q1 | $830K | Sell |
1,584
-32
| -2% | -$16.8K | 0.28% | 79 |
|
|
2024
Q4 | $945K | Hold |
1,616
| – | – | 0.31% | 75 |
|
|
2024
Q3 | $945K | Sell |
1,616
-85
| -5% | -$49.7K | 0.31% | 76 |
|
|
2024
Q2 | $866K | Buy |
1,701
+45
| +3% | +$22.9K | 0.3% | 75 |
|
|
2024
Q1 | $819K | Buy |
1,656
+10
| +0.6% | +$4.95K | 0.3% | 84 |
|
|
2023
Q4 | $866K | Buy |
1,646
+77
| +5% | +$40.5K | 0.37% | 71 |
|
|
2023
Q3 | $791K | Sell |
1,569
-188
| -11% | -$94.8K | 0.38% | 70 |
|
|
2023
Q2 | $845K | Buy |
1,757
+28
| +2% | +$13.5K | 0.4% | 66 |
|
|
2023
Q1 | $817K | Buy |
1,729
+213
| +14% | +$101K | 0.42% | 63 |
|
|
2022
Q4 | $804K | Buy |
+1,516
| New | +$804K | 0.47% | 59 |
|