Chilton 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 | $1.56M | Sell |
5,011
-66,744
| -93% | -$20.8M | 0.06% | 106 |
|
|
2025
Q1 | $37.6M | Sell |
71,755
-9,561
| -12% | -$5.01M | 1.62% | 15 |
|
|
2024
Q4 | $41.1M | Sell |
81,316
-1,356
| -2% | -$686K | 1.73% | 12 |
|
|
2024
Q3 | $48.3M | Sell |
82,672
-1,784
| -2% | -$1.04M | 2.01% | 8 |
|
|
2024
Q2 | $43M | Buy |
84,456
+7,211
| +9% | +$3.67M | 1.92% | 8 |
|
|
2024
Q1 | $38.2M | Buy |
77,245
+1,693
| +2% | +$838K | 1.81% | 9 |
|
|
2023
Q4 | $39.8M | Sell |
75,552
-33
| -0% | -$17.4K | 2.02% | 7 |
|
|
2023
Q3 | $38.1M | Buy |
75,585
+2,105
| +3% | +$1.06M | 2.14% | 7 |
|
|
2023
Q2 | $35.3M | Buy |
73,480
+1,742
| +2% | +$837K | 1.93% | 7 |
|
|
2023
Q1 | $33.9M | Buy |
71,738
+2,572
| +4% | +$1.22M | 1.95% | 8 |
|
|
2022
Q4 | $36.7M | Buy |
69,166
+655
| +1% | +$347K | 2.28% | 4 |
|
|
2022
Q3 | $34.6M | Sell |
68,511
-3,417
| -5% | -$1.73M | 2.3% | 6 |
|
|
2022
Q2 | $36.9M | Sell |
71,928
-3,449
| -5% | -$1.77M | 2.25% | 8 |
|
|
2022
Q1 | $38.4M | Sell |
75,377
-1,601
| -2% | -$816K | 2.01% | 9 |
|
|
2021
Q4 | $38.7M | Sell |
76,978
-402
| -0.5% | -$202K | 1.96% | 9 |
|
|
2021
Q3 | $30.2M | Buy |
77,380
+1,256
| +2% | +$491K | 1.7% | 12 |
|
|
2021
Q2 | $30.5M | Buy |
76,124
+299
| +0.4% | +$120K | 1.75% | 12 |
|
|
2021
Q1 | $28.2M | Buy |
75,825
+1,360
| +2% | +$506K | 1.88% | 10 |
|
|
2020
Q4 | $26.1M | Sell |
74,465
-599
| -0.8% | -$210K | 1.87% | 12 |
|
|
2020
Q3 | $23.4M | Sell |
75,064
-942
| -1% | -$294K | 1.82% | 12 |
|
|
2020
Q2 | $22.4M | Buy |
76,006
+1,471
| +2% | +$434K | 1.92% | 11 |
|
|
2020
Q1 | $18.6M | Sell |
74,535
-4,481
| -6% | -$1.12M | 1.87% | 10 |
|
|
2019
Q4 | $23.2M | Sell |
79,016
-2,434
| -3% | -$716K | 1.85% | 7 |
|
|
2019
Q3 | $17.7M | Sell |
81,450
-911
| -1% | -$198K | 1.46% | 16 |
|
|
2019
Q2 | $20.1M | Buy |
82,361
+19,419
| +31% | +$4.74M | 1.73% | 10 |
|
|
2019
Q1 | $15.6M | Buy |
62,942
+1,393
| +2% | +$344K | 1.38% | 18 |
|
|
2018
Q4 | $15.3M | Sell |
61,549
-266
| -0.4% | -$66.3K | 1.49% | 18 |
|
|
2018
Q3 | $16.4M | Buy |
61,815
+8,537
| +16% | +$2.27M | 1.36% | 17 |
|
|
2018
Q2 | $13.1M | Sell |
53,278
-268
| -0.5% | -$65.8K | 1.12% | 25 |
|
|
2018
Q1 | $11.5M | Buy |
53,546
+3,067
| +6% | +$656K | 1.04% | 37 |
|
|
2017
Q4 | $11.1M | Buy |
50,479
+3,992
| +9% | +$880K | 1.02% | 38 |
|
|
2017
Q3 | $9.1M | Buy |
46,487
+41,911
| +916% | +$8.21M | 0.88% | 56 |
|
|
2017
Q2 | $848K | Buy |
4,576
+513
| +13% | +$95.1K | 0.09% | 108 |
|
|
2017
Q1 | $666K | Buy |
+4,063
| New | +$666K | 0.07% | 107 |
|
|
2014
Q1 | – | Sell |
-155
| Closed | -$11.7K | – | 280 |
|
|
2013
Q4 | $11.7K | Hold |
155
| – | – | ﹤0.01% | 320 |
|
|
2013
Q3 | $11.1K | Hold |
155
| – | – | ﹤0.01% | 324 |
|
|
2013
Q2 | $10K | Buy |
+155
| New | +$10K | ﹤0.01% | 334 |
|