Hamilton 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 |
-733
| Closed | -$384K | – | 151 |
|
|
2025
Q1 | $384K | Buy |
733
+117
| +19% | +$61.3K | 0.02% | 77 |
|
|
2024
Q4 | $312K | Buy |
616
+44
| +8% | +$22.3K | 0.02% | 82 |
|
|
2024
Q3 | $323K | Buy |
572
+29
| +5% | +$16.4K | 0.02% | 82 |
|
|
2024
Q2 | $277K | Sell |
543
-145
| -21% | -$73.8K | 0.02% | 88 |
|
|
2024
Q1 | $340K | Sell |
688
-136
| -17% | -$67.3K | 0.03% | 91 |
|
|
2023
Q4 | $434K | Buy |
824
+263
| +47% | +$138K | 0.03% | 64 |
|
|
2023
Q3 | $283K | Buy |
561
+90
| +19% | +$45.4K | 0.02% | 85 |
|
|
2023
Q2 | $226K | Buy |
471
+23
| +5% | +$11.1K | 0.02% | 106 |
|
|
2023
Q1 | $212K | Sell |
448
-211
| -32% | -$99.7K | 0.01% | 107 |
|
|
2022
Q4 | $349K | Buy |
659
+124
| +23% | +$65.7K | 0.02% | 85 |
|
|
2022
Q3 | $270K | Buy |
535
+25
| +5% | +$12.6K | 0.02% | 74 |
|
|
2022
Q2 | $262K | Buy |
510
+28
| +6% | +$14.4K | 0.02% | 88 |
|
|
2022
Q1 | $246K | Buy |
482
+7
| +1% | +$3.57K | 0.02% | 100 |
|
|
2021
Q4 | $239K | Buy |
+475
| New | +$239K | 0.02% | 130 |
|