Harvest Fund Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Sell |
38
-198
| -84% | -$88.6K | ﹤0.01% | 494 |
|
|
2025
Q1 | $123K | Buy |
236
+206
| +687% | +$107K | 0.01% | 415 |
|
|
2024
Q4 | $15K | Sell |
30
-1,451
| -98% | -$726K | ﹤0.01% | 653 |
|
|
2024
Q3 | $866K | Sell |
1,481
-1,334
| -47% | -$780K | 0.05% | 198 |
|
|
2024
Q2 | $1.43M | Buy |
2,815
+2,230
| +381% | +$1.14M | 0.1% | 118 |
|
|
2024
Q1 | $289K | Sell |
585
-1,653
| -74% | -$817K | 0.03% | 267 |
|
|
2023
Q4 | $1.18M | Sell |
2,238
-1,231
| -35% | -$648K | 0.18% | 68 |
|
|
2023
Q3 | $1.75M | Buy |
3,469
+103
| +3% | +$51.9K | 0.31% | 50 |
|
|
2023
Q2 | $1.62M | Sell |
3,366
-1,815
| -35% | -$872K | 0.33% | 45 |
|
|
2023
Q1 | $2.45M | Sell |
5,181
-1,290
| -20% | -$609K | 0.54% | 34 |
|
|
2022
Q4 | $3.43M | Buy |
6,471
+1,736
| +37% | +$920K | 0.88% | 24 |
|
|
2022
Q3 | $2.4M | Buy |
4,735
+1,882
| +66% | +$952K | 0.69% | 29 |
|
|
2022
Q2 | $1.47M | Buy |
2,853
+924
| +48% | +$476K | 0.41% | 43 |
|
|
2022
Q1 | $983K | Sell |
1,929
-214
| -10% | -$109K | 0.21% | 48 |
|
|
2021
Q4 | $1.08M | Buy |
2,143
+872
| +69% | +$441K | 0.18% | 54 |
|
|
2021
Q3 | $496K | Sell |
1,271
-2,606
| -67% | -$1.02M | 0.11% | 64 |
|
|
2021
Q2 | $1.57M | Sell |
3,877
-1,341
| -26% | -$543K | 0.17% | 41 |
|
|
2021
Q1 | $1.95M | Sell |
5,218
-814
| -13% | -$304K | 0.19% | 34 |
|
|
2020
Q4 | $2.12M | Buy |
6,032
+282
| +5% | +$98.9K | 0.18% | 33 |
|
|
2020
Q3 | $1.83M | Sell |
5,750
-1,793
| -24% | -$570K | 0.15% | 38 |
|
|
2020
Q2 | $2.25M | Buy |
7,543
+1,372
| +22% | +$408K | 0.21% | 29 |
|
|
2020
Q1 | $1.54M | Buy |
6,171
+798
| +15% | +$199K | 0.18% | 29 |
|
|
2019
Q4 | $1.59M | Buy |
5,373
+2,797
| +109% | +$829K | 0.16% | 30 |
|
|
2019
Q3 | $560K | Sell |
2,576
-1,600
| -38% | -$348K | 0.07% | 47 |
|
|
2019
Q2 | $1.02M | Sell |
4,176
-306
| -7% | -$74.7K | 0.12% | 36 |
|
|
2019
Q1 | $1.11M | Sell |
4,482
-2,425
| -35% | -$599K | 0.19% | 31 |
|
|
2018
Q4 | $1.72M | Buy |
6,907
+1,268
| +22% | +$316K | 0.36% | 21 |
|
|
2018
Q3 | $1.5M | Buy |
5,639
+3,507
| +164% | +$933K | 0.26% | 26 |
|
|
2018
Q2 | $523K | Hold |
2,132
| – | – | 0.08% | 49 |
|
|
2018
Q1 | $456K | Buy |
2,132
+208
| +11% | +$44.5K | 0.07% | 45 |
|
|
2017
Q4 | $424K | Hold |
1,924
| – | – | 0.07% | 45 |
|
|
2017
Q3 | $377K | Hold |
1,924
| – | – | 0.05% | 45 |
|
|
2017
Q2 | $357K | Buy |
1,924
+175
| +10% | +$32.5K | 0.05% | 46 |
|
|
2017
Q1 | $287K | Hold |
1,749
| – | – | 0.05% | 44 |
|
|
2016
Q4 | $280K | Buy |
+1,749
| New | +$280K | 0.06% | 43 |
|