Chickasaw 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 | $2.85M | Buy |
9,133
+7,140
| +358% | +$2.23M | 0.11% | 37 |
|
|
2025
Q1 | $1.04M | Buy |
1,993
+50
| +3% | +$26.2K | 0.04% | 51 |
|
|
2024
Q4 | $983K | Sell |
1,943
-5
| -0.3% | -$2.53K | 0.04% | 54 |
|
|
2024
Q3 | $1.14M | Hold |
1,948
| – | – | 0.05% | 52 |
|
|
2024
Q2 | $992K | Buy |
1,948
+5
| +0.3% | +$2.55K | 0.04% | 54 |
|
|
2024
Q1 | $961K | Buy |
1,943
+305
| +19% | +$151K | 0.05% | 56 |
|
|
2023
Q4 | $862K | Buy |
1,638
+823
| +101% | +$433K | 0.05% | 58 |
|
|
2023
Q3 | $411K | Hold |
815
| – | – | 0.02% | 66 |
|
|
2023
Q2 | $392K | Hold |
815
| – | – | 0.02% | 66 |
|
|
2023
Q1 | $385K | Hold |
815
| – | – | 0.02% | 70 |
|
|
2022
Q4 | $432K | Hold |
815
| – | – | 0.02% | 65 |
|
|
2022
Q3 | $412K | Hold |
815
| – | – | 0.02% | 63 |
|
|
2022
Q2 | $419K | Hold |
815
| – | – | 0.02% | 64 |
|
|
2022
Q1 | $416K | Hold |
815
| – | – | 0.02% | 69 |
|
|
2021
Q4 | $409K | Sell |
815
-175
| -18% | -$87.8K | 0.02% | 73 |
|
|
2021
Q3 | $387K | Buy |
990
+180
| +22% | +$70.4K | 0.02% | 68 |
|
|
2021
Q2 | $324K | Hold |
810
| – | – | 0.01% | 73 |
|
|
2021
Q1 | $301K | Buy |
810
+25
| +3% | +$9.29K | 0.02% | 76 |
|
|
2020
Q4 | $275K | Buy |
785
+60
| +8% | +$21K | 0.02% | 72 |
|
|
2020
Q3 | $226K | Hold |
725
| – | – | 0.02% | 74 |
|
|
2020
Q2 | $214K | Buy |
+725
| New | +$214K | 0.01% | 72 |
|
|
2020
Q1 | – | Sell |
-1,025
| Closed | -$301K | – | 85 |
|
|
2019
Q4 | $301K | Hold |
1,025
| – | – | 0.01% | 72 |
|
|
2019
Q3 | $223K | Buy |
1,025
+75
| +8% | +$16.3K | 0.01% | 80 |
|
|
2019
Q2 | $232K | Hold |
950
| – | – | 0.01% | 79 |
|
|
2019
Q1 | $235K | Hold |
950
| – | – | 0.01% | 76 |
|
|
2018
Q4 | $237K | Sell |
950
-200
| -17% | -$49.9K | 0.01% | 80 |
|
|
2018
Q3 | $306K | Buy |
+1,150
| New | +$306K | 0.01% | 92 |
|