Heron Bay Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268K | Hold |
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|
2025
Q2 | $242K | Sell |
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|
2025
Q1 | $866K | Sell |
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|
2024
Q4 | $839K | Sell |
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|
2024
Q3 | $990K | Buy |
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|
2024
Q2 | $827K | Sell |
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|
2024
Q1 | $806K | Sell |
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|
2023
Q4 | $862K | Hold |
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|
2023
Q3 | $825K | Sell |
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|
2023
Q2 | $829K | Hold |
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|
2023
Q1 | $815K | Sell |
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|
2022
Q4 | $919K | Hold |
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|
2022
Q3 | $875K | Hold |
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|
2022
Q2 | $890K | Sell |
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|
2022
Q1 | $885K | Hold |
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|
2021
Q4 | $872K | Hold |
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|
2021
Q3 | $678K | Sell |
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|
2021
Q2 | $704K | Sell |
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|
2021
Q1 | $868K | Sell |
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|
2020
Q4 | $856K | Buy |
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