Hengehold Capital 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 | $383K | Buy |
1,228
+145
| +13% | +$45.2K | 0.03% | 156 |
|
|
2025
Q1 | $567K | Sell |
1,083
-20
| -2% | -$10.5K | 0.05% | 116 |
|
|
2024
Q4 | $558K | Sell |
1,103
-144
| -12% | -$72.9K | 0.05% | 112 |
|
|
2024
Q3 | $729K | Buy |
1,247
+253
| +25% | +$148K | 0.07% | 99 |
|
|
2024
Q2 | $506K | Buy |
994
+9
| +0.9% | +$4.58K | 0.05% | 112 |
|
|
2024
Q1 | $487K | Sell |
985
-47
| -5% | -$23.2K | 0.05% | 114 |
|
|
2023
Q4 | $543K | Hold |
1,032
| – | – | 0.06% | 104 |
|
|
2023
Q3 | $520K | Hold |
1,032
| – | – | 0.07% | 100 |
|
|
2023
Q2 | $496K | Sell |
1,032
-2
| -0.2% | -$961 | 0.07% | 101 |
|
|
2023
Q1 | $489K | Hold |
1,034
| – | – | 0.07% | 101 |
|
|
2022
Q4 | $548K | Sell |
1,034
-4
| -0.4% | -$2.12K | 0.08% | 95 |
|
|
2022
Q3 | $524K | Hold |
1,038
| – | – | 0.08% | 87 |
|
|
2022
Q2 | $533K | Buy |
1,038
+48
| +5% | +$24.6K | 0.08% | 81 |
|
|
2022
Q1 | $505K | Hold |
990
| – | – | 0.07% | 86 |
|
|
2021
Q4 | $497K | Sell |
990
-14
| -1% | -$7.03K | 0.06% | 90 |
|
|
2021
Q3 | $392K | Hold |
1,004
| – | – | 0.05% | 105 |
|
|
2021
Q2 | $402K | Hold |
1,004
| – | – | 0.05% | 103 |
|
|
2021
Q1 | $374K | Sell |
1,004
-10
| -1% | -$3.73K | 0.05% | 101 |
|
|
2020
Q4 | $356K | Buy |
1,014
+9
| +0.9% | +$3.16K | 0.05% | 100 |
|
|
2020
Q3 | $313K | Hold |
1,005
| – | – | 0.05% | 98 |
|
|
2020
Q2 | $297K | Sell |
1,005
-2
| -0.2% | -$591 | 0.05% | 96 |
|
|
2020
Q1 | $251K | Sell |
1,007
-18
| -2% | -$4.49K | 0.05% | 93 |
|
|
2019
Q4 | $301K | Buy |
+1,025
| New | +$301K | 0.05% | 106 |
|
|
2019
Q3 | – | Sell |
-845
| Closed | -$206K | – | 132 |
|
|
2019
Q2 | $206K | Sell |
845
-17
| -2% | -$4.14K | 0.04% | 125 |
|
|
2019
Q1 | $213K | Sell |
862
-35
| -4% | -$8.65K | 0.05% | 120 |
|
|
2018
Q4 | $223K | Hold |
897
| – | – | 0.07% | 105 |
|
|
2018
Q3 | $239K | Hold |
897
| – | – | 0.06% | 109 |
|
|
2018
Q2 | $220K | Buy |
+897
| New | +$220K | 0.06% | 106 |
|
|
2018
Q1 | – | Sell |
-917
| Closed | -$202K | – | 120 |
|
|
2017
Q4 | $202K | Buy |
+917
| New | +$202K | 0.05% | 113 |
|