Elgethun 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
Q2 | $3.34M | Buy |
10,692
+3,209
| +43% | +$1M | 0.67% | 34 |
|
|
2025
Q1 | $3.92M | Buy |
7,483
+403
| +6% | +$211K | 0.88% | 30 |
|
|
2024
Q4 | $3.58M | Buy |
7,080
+60
| +0.9% | +$30.4K | 0.87% | 30 |
|
|
2024
Q3 | $4.1M | Sell |
7,020
-236
| -3% | -$138K | 0.96% | 28 |
|
|
2024
Q2 | $3.7M | Sell |
7,256
-375
| -5% | -$191K | 0.93% | 29 |
|
|
2024
Q1 | $3.76M | Sell |
7,631
-195
| -2% | -$96K | 0.95% | 32 |
|
|
2023
Q4 | $4.12M | Buy |
7,826
+14
| +0.2% | +$7.37K | 1.17% | 27 |
|
|
2023
Q3 | $3.94M | Buy |
7,812
+19
| +0.2% | +$9.57K | 1.19% | 28 |
|
|
2023
Q2 | $3.75M | Buy |
7,793
+20
| +0.3% | +$9.61K | 1.13% | 31 |
|
|
2023
Q1 | $3.81M | Buy |
7,773
+18
| +0.2% | +$8.83K | 1.21% | 29 |
|
|
2022
Q4 | $4M | Sell |
7,755
-158
| -2% | -$81.6K | 1.45% | 20 |
|
|
2022
Q3 | $4M | Buy |
7,913
+1,336
| +20% | +$675K | 1.6% | 18 |
|
|
2022
Q2 | $3.37M | Buy |
6,577
+19
| +0.3% | +$9.73K | 1.31% | 24 |
|
|
2022
Q1 | $3.34M | Buy |
6,558
+17
| +0.3% | +$8.67K | 1.13% | 29 |
|
|
2021
Q4 | $3.23M | Sell |
6,541
-127
| -2% | -$62.8K | 1.13% | 30 |
|
|
2021
Q3 | $2.61M | Buy |
6,668
+22
| +0.3% | +$8.6K | 0.9% | 39 |
|
|
2021
Q2 | $2.66M | Buy |
6,646
+21
| +0.3% | +$8.41K | 0.92% | 39 |
|
|
2021
Q1 | $2.47M | Buy |
6,625
+21
| +0.3% | +$7.81K | 0.96% | 33 |
|
|
2020
Q4 | $2.32M | Buy |
6,604
+21
| +0.3% | +$7.37K | 0.99% | 31 |
|
|
2020
Q3 | $2.06M | Buy |
6,583
+4
| +0.1% | +$1.25K | 1.13% | 29 |
|
|
2020
Q2 | $1.94M | Buy |
6,579
+28
| +0.4% | +$8.27K | 1.13% | 30 |
|
|
2020
Q1 | $1.63M | Buy |
6,551
+2
| +0% | +$499 | 0.91% | 34 |
|
|
2019
Q4 | $1.93M | Buy |
6,549
+1
| +0% | +$294 | 0.94% | 34 |
|
|
2019
Q3 | $1.4M | Buy |
6,548
+159
| +2% | +$34K | 0.75% | 36 |
|
|
2019
Q2 | $1.56M | Buy |
6,389
+2
| +0% | +$488 | 0.85% | 36 |
|
|
2019
Q1 | $1.58M | Buy |
6,387
+1
| +0% | +$247 | 0.92% | 34 |
|
|
2018
Q4 | $1.56M | Sell |
6,386
-80
| -1% | -$19.5K | 1.08% | 33 |
|
|
2018
Q3 | $1.74M | Sell |
6,466
-206
| -3% | -$55.5K | 1.13% | 32 |
|
|
2018
Q2 | $1.64M | Sell |
6,672
-6,242
| -48% | -$1.54M | 1.16% | 33 |
|
|
2018
Q1 | $2.76M | Sell |
12,914
-875
| -6% | -$187K | 1.93% | 16 |
|
|
2017
Q4 | $3.04M | Sell |
13,789
-613
| -4% | -$135K | 2.13% | 13 |
|
|
2017
Q3 | $2.82M | Sell |
14,402
-501
| -3% | -$98.1K | 2.07% | 14 |
|
|
2017
Q2 | $2.76M | Sell |
14,903
-57
| -0.4% | -$10.6K | 2.15% | 15 |
|
|
2017
Q1 | $2.45M | Sell |
14,960
-75
| -0.5% | -$12.3K | 1.97% | 17 |
|
|
2016
Q4 | $2.41M | Buy |
+15,035
| New | +$2.41M | 1.88% | 18 |
|