Harbour Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Buy |
15,703
+9,438
| +151% | +$2.94M | 0.12% | 151 |
|
|
2025
Q1 | $3.28M | Sell |
6,265
-537
| -8% | -$281K | 0.09% | 189 |
|
|
2024
Q4 | $3.44M | Buy |
6,802
+203
| +3% | +$103K | 0.1% | 181 |
|
|
2024
Q3 | $3.86M | Buy |
6,599
+263
| +4% | +$154K | 0.12% | 149 |
|
|
2024
Q2 | $3.23M | Buy |
6,336
+89
| +1% | +$45.3K | 0.11% | 174 |
|
|
2024
Q1 | $3.09M | Buy |
6,247
+444
| +8% | +$220K | 0.11% | 173 |
|
|
2023
Q4 | $3.06M | Sell |
5,803
-107
| -2% | -$56.3K | 0.13% | 155 |
|
|
2023
Q3 | $2.98M | Sell |
5,910
-1,394
| -19% | -$703K | 0.15% | 138 |
|
|
2023
Q2 | $3.51M | Buy |
7,304
+241
| +3% | +$116K | 0.17% | 110 |
|
|
2023
Q1 | $3.34M | Buy |
7,063
+12
| +0.2% | +$5.67K | 0.18% | 102 |
|
|
2022
Q4 | $3.74M | Sell |
7,051
-3,159
| -31% | -$1.67M | 0.23% | 76 |
|
|
2022
Q3 | $5.24M | Hold |
10,210
| – | – | 0.35% | 45 |
|
|
2022
Q2 | $5.24M | Buy |
+10,210
| New | +$5.24M | 0.35% | 45 |
|
|
2021
Q4 | $5.39M | Sell |
10,725
-3,681
| -26% | -$1.85M | 0.32% | 57 |
|
|
2021
Q3 | $5.63M | Buy |
14,406
+2,781
| +24% | +$1.09M | 0.18% | 103 |
|
|
2021
Q2 | $4.66M | Buy |
11,625
+948
| +9% | +$380K | 0.15% | 128 |
|
|
2021
Q1 | $3.97M | Buy |
+10,677
| New | +$3.97M | 0.14% | 140 |
|