Davis 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
Q1 | $542K | Sell |
1,035
-59
| -5% | -$30.9K | 0.43% | 61 |
|
|
2024
Q4 | $553K | Buy |
1,094
+4
| +0.4% | +$2.02K | 0.45% | 59 |
|
|
2024
Q3 | $637K | Buy |
1,090
+101
| +10% | +$59.1K | 0.5% | 54 |
|
|
2024
Q2 | $489K | Buy |
989
+223
| +29% | +$110K | 0.43% | 58 |
|
|
2024
Q1 | $375K | Sell |
766
-67
| -8% | -$32.8K | 0.33% | 63 |
|
|
2023
Q4 | $439K | Buy |
+833
| New | +$439K | 0.42% | 58 |
|
|
2020
Q2 | $257K | Buy |
872
+289
| +50% | +$85.2K | 0.48% | 57 |
|
|
2020
Q1 | $145K | Buy |
+583
| New | +$145K | 0.31% | 59 |
|