Costello Asset 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 | $165K | Sell |
530
-2,305
| -81% | -$719K | 0.06% | 122 |
|
|
2025
Q1 | $1.48M | Sell |
2,835
-3,710
| -57% | -$1.94M | 0.6% | 37 |
|
|
2024
Q4 | $3.31M | Sell |
6,545
-140
| -2% | -$70.8K | 2.19% | 17 |
|
|
2024
Q3 | $3.91M | Buy |
6,685
+37
| +0.6% | +$21.6K | 2.61% | 13 |
|
|
2024
Q2 | $3.39M | Sell |
6,648
-420
| -6% | -$214K | 2.52% | 13 |
|
|
2024
Q1 | $3.5M | Buy |
7,068
+1,025
| +17% | +$507K | 2.5% | 18 |
|
|
2023
Q4 | $3.18M | Buy |
6,043
+5,624
| +1,342% | +$2.96M | 2.64% | 17 |
|
|
2023
Q3 | $211K | Buy |
+419
| New | +$211K | 0.19% | 52 |
|
|
2022
Q1 | – | Sell |
-110
| Closed | -$55K | – | 265 |
|
|
2021
Q4 | $55K | Sell |
110
-10
| -8% | -$5K | 0.03% | 106 |
|
|
2021
Q3 | $47K | Hold |
120
| – | – | 0.03% | 111 |
|
|
2021
Q2 | $48K | Hold |
120
| – | – | 0.03% | 109 |
|
|
2021
Q1 | $45K | Hold |
120
| – | – | 0.03% | 118 |
|
|
2020
Q4 | $42K | Buy |
120
+100
| +500% | +$35K | 0.03% | 115 |
|
|
2020
Q3 | $6K | Buy |
20
+10
| +100% | +$3K | 0.01% | 189 |
|
|
2020
Q2 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 201 |
|