Disciplined Equity 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 | $206K | Hold |
660
| – | – | 0.12% | 43 |
|
|
2025
Q1 | $346K | Hold |
660
| – | – | 0.24% | 35 |
|
|
2024
Q4 | $334K | Hold |
660
| – | – | 0.22% | 40 |
|
|
2024
Q3 | $386K | Hold |
660
| – | – | 0.24% | 39 |
|
|
2024
Q2 | $336K | Hold |
660
| – | – | 0.22% | 40 |
|
|
2024
Q1 | $327K | Sell |
660
-1,594
| -71% | -$789K | 0.22% | 39 |
|
|
2023
Q4 | $1.19M | Buy |
2,254
+279
| +14% | +$147K | 0.81% | 22 |
|
|
2023
Q3 | $996K | Hold |
1,975
| – | – | 0.83% | 23 |
|
|
2023
Q2 | $949K | Sell |
1,975
-15
| -0.8% | -$7.21K | 0.77% | 26 |
|
|
2023
Q1 | $940K | Buy |
1,990
+52
| +3% | +$24.6K | 0.8% | 23 |
|
|
2022
Q4 | $1.03M | Hold |
1,938
| – | – | 0.91% | 18 |
|
|
2022
Q3 | $979K | Buy |
1,938
+1,278
| +194% | +$646K | 0.97% | 16 |
|
|
2022
Q2 | $339K | Hold |
660
| – | – | 0.31% | 37 |
|
|
2022
Q1 | $337K | Hold |
660
| – | – | 0.34% | 36 |
|
|
2021
Q4 | $331K | Buy |
+660
| New | +$331K | 0.32% | 34 |
|