Covenant Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Hold |
2,178
| – | – | 0.2% | 54 |
|
|
2025
Q1 | $1.14M | Hold |
2,178
| – | – | 0.37% | 33 |
|
|
2024
Q4 | $1.1M | Sell |
2,178
-27
| -1% | -$13.7K | 0.34% | 37 |
|
|
2024
Q3 | $1.29M | Buy |
2,205
+27
| +1% | +$15.8K | 0.38% | 35 |
|
|
2024
Q2 | $1.11M | Hold |
2,178
| – | – | 0.34% | 39 |
|
|
2024
Q1 | $1.08M | Sell |
2,178
-547
| -20% | -$271K | 0.31% | 41 |
|
|
2023
Q4 | $1.43M | Sell |
2,725
-10
| -0.4% | -$5.27K | 0.45% | 26 |
|
|
2023
Q3 | $1.38M | Hold |
2,735
| – | – | 0.5% | 21 |
|
|
2023
Q2 | $1.31M | Sell |
2,735
-124
| -4% | -$59.6K | 0.47% | 25 |
|
|
2023
Q1 | $1.35M | Hold |
2,859
| – | – | 0.52% | 25 |
|
|
2022
Q4 | $1.52M | Sell |
2,859
-30
| -1% | -$15.9K | 0.61% | 21 |
|
|
2022
Q3 | $1.46M | Hold |
2,889
| – | – | 0.71% | 18 |
|
|
2022
Q2 | $1.48M | Hold |
2,889
| – | – | 0.69% | 20 |
|
|
2022
Q1 | $1.47M | Sell |
2,889
-208
| -7% | -$106K | 0.59% | 23 |
|
|
2021
Q4 | $1.56M | Hold |
3,097
| – | – | 0.58% | 28 |
|
|
2021
Q3 | $1.21M | Hold |
3,097
| – | – | 0.48% | 41 |
|
|
2021
Q2 | $1.24M | Hold |
3,097
| – | – | 0.47% | 37 |
|
|
2021
Q1 | $1.15M | Sell |
3,097
-321
| -9% | -$119K | 0.46% | 40 |
|
|
2020
Q4 | $1.2M | Buy |
3,418
+56
| +2% | +$19.6K | 0.51% | 36 |
|
|
2020
Q3 | $1.05M | Sell |
3,362
-92
| -3% | -$28.7K | 0.51% | 33 |
|
|
2020
Q2 | $1.02M | Sell |
3,454
-22
| -0.6% | -$6.49K | 0.47% | 39 |
|
|
2020
Q1 | $867K | Sell |
3,476
-299
| -8% | -$74.6K | 0.46% | 42 |
|
|
2019
Q4 | $1.11M | Buy |
3,775
+301
| +9% | +$88.5K | 0.52% | 37 |
|
|
2019
Q3 | $755K | Buy |
3,474
+1,071
| +45% | +$233K | 0.4% | 56 |
|
|
2019
Q2 | $586K | Buy |
+2,403
| New | +$586K | 0.31% | 81 |
|