Coerente 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 | – | Sell |
-605
| Closed | -$317K | – | 40 |
|
|
2025
Q1 | $317K | Hold |
605
| – | – | 0.06% | 36 |
|
|
2024
Q4 | $306K | Hold |
605
| – | – | 0.06% | 38 |
|
|
2024
Q3 | $354K | Hold |
605
| – | – | 0.07% | 40 |
|
|
2024
Q2 | $308K | Buy |
605
+170
| +39% | +$86.6K | 0.06% | 39 |
|
|
2024
Q1 | $215K | Hold |
435
| – | – | 0.04% | 44 |
|
|
2023
Q4 | $229K | Buy |
+435
| New | +$229K | 0.05% | 38 |
|
|
2023
Q3 | – | Sell |
-475
| Closed | -$228K | – | 37 |
|
|
2023
Q2 | $228K | Buy |
+475
| New | +$228K | 0.05% | 34 |
|