Colonial River Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $899K | Buy |
3,324
+50
| +2% | +$14.9K | 0.32% | 68 |
|
|
2025
Q4 | $1.08M | Sell |
3,274
-63
| -2% | -$21.4K | 0.39% | 54 |
|
|
2025
Q3 | $1.15M | Buy |
3,337
+60
| +2% | +$18.1K | 0.43% | 56 |
|
|
2025
Q2 | $981K | Buy |
3,277
+794
| +32% | +$303K | 0.42% | 57 |
|
|
2025
Q1 | $1.3M | Sell |
2,483
-275
| -10% | -$141K | 0.72% | 34 |
|
|
2024
Q4 | $1.39M | Buy |
2,758
+81
| +3% | +$46K | 0.68% | 45 |
|
|
2024
Q3 | $1.57M | Buy |
2,677
+458
| +21% | +$259K | 0.78% | 39 |
|
|
2024
Q2 | $1.13M | Sell |
2,219
-43
| -2% | -$21.1K | 0.61% | 51 |
|
|
2024
Q1 | $1.12M | Sell |
2,262
-904
| -29% | -$460K | 0.63% | 49 |
|
|
2023
Q4 | $1.67M | Buy |
3,166
+733
| +30% | +$391K | 0.99% | 24 |
|
|
2023
Q3 | $1.23M | Buy |
2,433
+588
| +32% | +$289K | 0.8% | 39 |
|
|
2023
Q2 | $887K | Sell |
1,845
-380
| -17% | -$186K | 0.58% | 44 |
|
|
2023
Q1 | $1.05M | Sell |
2,225
-190
| -8% | -$91.7K | 0.62% | 46 |
|
|
2022
Q4 | $1.28M | Buy |
2,415
+163
| +7% | +$86.3K | 0.82% | 36 |
|
|
2022
Q3 | $1.14M | Sell |
2,252
-119
| -5% | -$62.6K | 0.79% | 38 |
|
|
2022
Q2 | $1.22M | Buy |
2,371
+284
| +14% | +$143K | 0.8% | 35 |
|
|
2022
Q1 | $1.06M | Sell |
2,087
-384
| -16% | -$185K | 0.61% | 44 |
|
|
2021
Q4 | $1.24M | Buy |
+2,471
| New | +$1.12M | 0.67% | 40 |
|
|
2021
Q3 | – | Sell |
-1,892
| Closed | -$758K | – | 174 |
|
|
2021
Q2 | $758K | Sell |
1,892
-53
| -3% | -$21.1K | 0.54% | 54 |
|
|
2021
Q1 | $724K | Sell |
1,945
-128
| -6% | -$44.4K | 0.58% | 53 |
|
|
2020
Q4 | $683 | Buy |
+2,073
| New | +$695K | 0.31% | 56 |
|
Other funds holding UNH
VCM
VPM
