Ground Swell 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 | – | Sell |
-545
| Closed | -$285K | – | 262 |
|
|
2025
Q1 | $285K | Sell |
545
-69
| -11% | -$36.1K | 0.61% | 60 |
|
|
2024
Q4 | $311K | Buy |
614
+241
| +65% | +$122K | 0.47% | 37 |
|
|
2024
Q3 | $218K | Buy |
+373
| New | +$218K | 0.19% | 81 |
|
|
2014
Q3 | $133K | Buy |
1,538
+430
| +39% | +$37.2K | 0.25% | 60 |
|
|
2014
Q2 | $91K | Buy |
+1,108
| New | +$91K | 0.18% | 65 |
|