Hendershot 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 | $11.6M | Sell |
37,066
-7,771
| -17% | -$2.42M | 1.55% | 24 |
|
|
2025
Q1 | $23.5M | Buy |
44,837
+2,207
| +5% | +$1.16M | 3.2% | 8 |
|
|
2024
Q4 | $21.6M | Buy |
42,630
+1,055
| +3% | +$534K | 2.94% | 8 |
|
|
2024
Q3 | $24.3M | Buy |
41,575
+315
| +0.8% | +$184K | 3.3% | 7 |
|
|
2024
Q2 | $21M | Buy |
41,260
+1,228
| +3% | +$625K | 3.02% | 9 |
|
|
2024
Q1 | $19.8M | Buy |
40,032
+2,421
| +6% | +$1.2M | 2.83% | 9 |
|
|
2023
Q4 | $19.8M | Buy |
37,611
+480
| +1% | +$253K | 3.04% | 8 |
|
|
2023
Q3 | $18.7M | Buy |
37,131
+393
| +1% | +$198K | 3.14% | 6 |
|
|
2023
Q2 | $17.7M | Buy |
36,738
+4,006
| +12% | +$1.93M | 2.85% | 8 |
|
|
2023
Q1 | $15.5M | Buy |
32,732
+8,931
| +38% | +$4.22M | 2.6% | 10 |
|
|
2022
Q4 | $12.6M | Sell |
23,801
-227
| -0.9% | -$120K | 2.13% | 14 |
|
|
2022
Q3 | $12.1M | Sell |
24,028
-24,033
| -50% | -$12.1M | 2.29% | 10 |
|
|
2022
Q2 | $24.7M | Sell |
48,061
-415
| -0.9% | -$213K | 4.36% | 4 |
|
|
2022
Q1 | $24.7M | Buy |
48,476
+1,145
| +2% | +$584K | 3.78% | 4 |
|
|
2021
Q4 | $23.8M | Sell |
47,331
-285
| -0.6% | -$143K | 3.61% | 3 |
|
|
2021
Q3 | $18.6M | Sell |
47,616
-467
| -1% | -$182K | 3.52% | 4 |
|
|
2021
Q2 | $19.3M | Buy |
48,083
+5
| +0% | +$2K | 4.19% | 3 |
|
|
2021
Q1 | $17.9M | Sell |
48,078
-696
| -1% | -$259K | 4.14% | 2 |
|
|
2020
Q4 | $17.1M | Sell |
48,774
-85
| -0.2% | -$29.8K | 4.35% | 2 |
|
|
2020
Q3 | $15.2M | Buy |
48,859
+339
| +0.7% | +$106K | 4.34% | 2 |
|
|
2020
Q2 | $14.3M | Buy |
48,520
+1,624
| +3% | +$479K | 4.5% | 2 |
|
|
2020
Q1 | $11.7M | Buy |
46,896
+3,380
| +8% | +$843K | 4.29% | 3 |
|
|
2019
Q4 | $12.8M | Buy |
43,516
+1,960
| +5% | +$576K | 3.79% | 5 |
|
|
2019
Q3 | $9.03M | Buy |
41,556
+40,940
| +6,646% | +$8.9M | 2.89% | 14 |
|
|
2019
Q2 | $150K | Hold |
616
| – | – | 0.05% | 79 |
|
|
2019
Q1 | $152K | Sell |
616
-148
| -19% | -$36.5K | 0.05% | 77 |
|
|
2018
Q4 | $190K | Hold |
764
| – | – | 0.07% | 62 |
|
|
2018
Q3 | $203K | Buy |
+764
| New | +$203K | 0.07% | 66 |
|