Harrell Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
10,770
-2,837
| -21% | -$885K | 0.85% | 39 |
|
|
2025
Q1 | $7.13M | Sell |
13,607
-106
| -0.8% | -$55.5K | 2.11% | 13 |
|
|
2024
Q4 | $6.94M | Buy |
13,713
+7,007
| +104% | +$3.54M | 1.94% | 15 |
|
|
2024
Q3 | $3.92M | Sell |
6,706
-232
| -3% | -$136K | 1.11% | 33 |
|
|
2024
Q2 | $3.53M | Sell |
6,938
-49
| -0.7% | -$25K | 1.03% | 37 |
|
|
2024
Q1 | $3.46M | Sell |
6,987
-588
| -8% | -$291K | 1.02% | 36 |
|
|
2023
Q4 | $3.99M | Buy |
7,575
+322
| +4% | +$170K | 1.24% | 30 |
|
|
2023
Q3 | $3.73M | Sell |
7,253
-1,502
| -17% | -$773K | 1.27% | 30 |
|
|
2023
Q2 | $4.21M | Buy |
8,755
+45
| +0.5% | +$21.6K | 1.43% | 25 |
|
|
2023
Q1 | $4.13M | Buy |
8,710
+614
| +8% | +$291K | 1.47% | 25 |
|
|
2022
Q4 | $4.29M | Buy |
8,096
+453
| +6% | +$240K | 1.69% | 21 |
|
|
2022
Q3 | $3.86M | Buy |
7,643
+588
| +8% | +$297K | 1.61% | 25 |
|
|
2022
Q2 | $3.62M | Buy |
7,055
+181
| +3% | +$93K | 1.48% | 23 |
|
|
2022
Q1 | $3.51M | Buy |
6,874
+267
| +4% | +$136K | 1.24% | 26 |
|
|
2021
Q4 | $3.32M | Buy |
6,607
+122
| +2% | +$61.2K | 1.02% | 34 |
|
|
2021
Q3 | $2.53M | Buy |
6,485
+208
| +3% | +$81.3K | 0.82% | 44 |
|
|
2021
Q2 | $2.51M | Sell |
6,277
-62
| -1% | -$24.8K | 0.82% | 45 |
|
|
2021
Q1 | $2.36M | Sell |
6,339
-636
| -9% | -$237K | 0.83% | 44 |
|
|
2020
Q4 | $2.45M | Sell |
6,975
-145
| -2% | -$50.8K | 0.94% | 38 |
|
|
2020
Q3 | $2.22M | Buy |
7,120
+794
| +13% | +$247K | 0.97% | 43 |
|
|
2020
Q2 | $1.87M | Buy |
6,326
+92
| +1% | +$27.1K | 0.95% | 38 |
|
|
2020
Q1 | $1.56M | Buy |
6,234
+11
| +0.2% | +$2.74K | 0.85% | 43 |
|
|
2019
Q4 | $1.83M | Buy |
+6,223
| New | +$1.83M | 0.83% | 40 |
|