Consulta’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-275,000
| Closed | -$139M | – | 14 |
|
|
2024
Q4 | $139M | Hold |
275,000
| – | – | 9.11% | 6 |
|
|
2024
Q3 | $161M | Sell |
275,000
-25,000
| -8% | -$14.6M | 9.93% | 3 |
|
|
2024
Q2 | $153M | Buy |
300,000
+50,000
| +20% | +$25.5M | 10.41% | 2 |
|
|
2024
Q1 | $124M | Sell |
250,000
-50,000
| -17% | -$24.7M | 7.97% | 5 |
|
|
2023
Q4 | $158M | Sell |
300,000
-75,000
| -20% | -$39.5M | 10.4% | 2 |
|
|
2023
Q3 | $189M | Buy |
375,000
+75,000
| +25% | +$37.8M | 13.58% | 1 |
|
|
2023
Q2 | $144M | Buy |
300,000
+75,000
| +33% | +$36M | 10.02% | 3 |
|
|
2023
Q1 | $106M | Buy |
225,000
+100,000
| +80% | +$47.3M | 8.37% | 4 |
|
|
2022
Q4 | $66.3M | Buy |
125,000
+47,500
| +61% | +$25.2M | 5.69% | 9 |
|
|
2022
Q3 | $39.1M | Sell |
77,500
-77,500
| -50% | -$39.1M | 3.91% | 11 |
|
|
2022
Q2 | $79.6M | Sell |
155,000
-85,000
| -35% | -$43.7M | 5.19% | 10 |
|
|
2022
Q1 | $122M | Sell |
240,000
-383,000
| -61% | -$195M | 6.14% | 8 |
|
|
2021
Q4 | $313M | Sell |
623,000
-77,000
| -11% | -$38.7M | 15.45% | 2 |
|
|
2021
Q3 | $274M | Sell |
700,000
-125,000
| -15% | -$48.8M | 13.63% | 3 |
|
|
2021
Q2 | $330M | Sell |
825,000
-25,000
| -3% | -$10M | 15.56% | 2 |
|
|
2021
Q1 | $316M | Buy |
850,000
+100,000
| +13% | +$37.2M | 16.29% | 1 |
|
|
2020
Q4 | $263M | Hold |
750,000
| – | – | 14.26% | 1 |
|
|
2020
Q3 | $234M | Buy |
750,000
+150,000
| +25% | +$46.8M | 15.66% | 1 |
|
|
2020
Q2 | $177M | Hold |
600,000
| – | – | 13.36% | 1 |
|
|
2020
Q1 | $150M | Buy |
600,000
+150,000
| +33% | +$37.4M | 12.32% | 2 |
|
|
2019
Q4 | $132M | Buy |
450,000
+200,000
| +80% | +$58.8M | 11.05% | 4 |
|
|
2019
Q3 | $54.3M | Buy |
+250,000
| New | +$54.3M | 4.67% | 9 |
|