Greenwood Capital Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
+8,119
| New | +$2.53M | 0.32% | 88 |
|
|
2024
Q2 | – | Sell |
-13,226
| Closed | -$6.54M | – | 260 |
|
|
2024
Q1 | $6.54M | Buy |
13,226
+294
| +2% | +$145K | 0.87% | 39 |
|
|
2023
Q4 | $6.81M | Buy |
+12,932
| New | +$6.81M | 0.88% | 42 |
|
|
2023
Q2 | – | Sell |
-427
| Closed | -$202K | – | 254 |
|
|
2023
Q1 | $202K | Sell |
427
-287
| -40% | -$136K | 0.03% | 227 |
|
|
2022
Q4 | $379K | Hold |
714
| – | – | 0.06% | 183 |
|
|
2022
Q3 | $361K | Hold |
714
| – | – | 0.06% | 194 |
|
|
2022
Q2 | $366K | Buy |
714
+431
| +152% | +$221K | 0.06% | 185 |
|
|
2022
Q1 | $144K | Sell |
283
-427
| -60% | -$217K | 0.04% | 142 |
|
|
2021
Q4 | $356K | Buy |
+710
| New | +$356K | 0.05% | 195 |
|
|
2021
Q1 | – | Sell |
-392
| Closed | -$137K | – | 233 |
|
|
2020
Q4 | $137K | Buy |
+392
| New | +$137K | 0.02% | 201 |
|