EdgeRock Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Buy |
2,474
+859
| +53% | +$271K | 0.25% | 45 |
|
|
2025
Q1 | $846K | Sell |
1,615
-180
| -10% | -$94.3K | 0.6% | 28 |
|
|
2024
Q4 | $908K | Sell |
1,795
-41
| -2% | -$20.7K | 0.6% | 25 |
|
|
2024
Q3 | $1.07M | Buy |
1,836
+72
| +4% | +$42.1K | 0.76% | 18 |
|
|
2024
Q2 | $899K | Buy |
1,764
+121
| +7% | +$61.6K | 0.7% | 17 |
|
|
2024
Q1 | $812K | Buy |
1,643
+73
| +5% | +$36.1K | 0.65% | 18 |
|
|
2023
Q4 | $801K | Buy |
1,570
+82
| +6% | +$41.8K | 0.58% | 19 |
|
|
2023
Q3 | $750K | Buy |
1,488
+236
| +19% | +$119K | 0.46% | 17 |
|
|
2023
Q2 | $602K | Sell |
1,252
-56
| -4% | -$26.9K | 0.29% | 28 |
|
|
2023
Q1 | $618K | Buy |
1,308
+91
| +7% | +$43K | 0.32% | 27 |
|
|
2022
Q4 | $645K | Buy |
1,217
+5
| +0.4% | +$2.65K | 0.36% | 21 |
|
|
2022
Q3 | $612K | Buy |
1,212
+377
| +45% | +$190K | 0.35% | 22 |
|
|
2022
Q2 | $429K | Buy |
+835
| New | +$429K | 0.29% | 29 |
|