HealthInvest 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 | $2.49M | Sell |
13,727
-12,055
| -47% | -$2.18M | 1.06% | 30 |
|
|
2025
Q1 | $13.5M | Sell |
25,782
-9,420
| -27% | -$4.93M | 5.96% | 3 |
|
|
2024
Q4 | $17.9M | Sell |
35,202
-288
| -0.8% | -$146K | 8.48% | 2 |
|
|
2024
Q3 | $20.8M | Buy |
35,490
+3,810
| +12% | +$2.23M | 9.75% | 2 |
|
|
2024
Q2 | $16.1M | Buy |
31,680
+8,639
| +37% | +$4.4M | 9.84% | 2 |
|
|
2024
Q1 | $11.4M | Buy |
23,041
+4,633
| +25% | +$2.29M | 6.94% | 3 |
|
|
2023
Q4 | $9.69M | Buy |
+18,408
| New | +$9.69M | 7.59% | 1 |
|
|
2022
Q4 | $201K | Buy |
+379
| New | +$201K | 0.39% | 11 |
|