Fogel 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 | $323K | Buy |
1,036
+19
| +2% | +$5.93K | 0.17% | 35 |
|
|
2025
Q1 | $533K | Buy |
1,017
+8
| +0.8% | +$4.19K | 0.29% | 31 |
|
|
2024
Q4 | $510K | Hold |
1,009
| – | – | 0.26% | 28 |
|
|
2024
Q3 | $590K | Hold |
1,009
| – | – | 0.3% | 29 |
|
|
2024
Q2 | $514K | Hold |
1,009
| – | – | 0.27% | 29 |
|
|
2024
Q1 | $497K | Hold |
1,009
| – | – | 0.29% | 26 |
|
|
2023
Q4 | $525K | Buy |
+1,009
| New | +$525K | 0.4% | 23 |
|