HMS 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 | – | Sell |
-3,605
| Closed | -$1.89M | – | 110 |
|
|
2025
Q1 | $1.89M | Sell |
3,605
-24
| -0.7% | -$12.6K | 1.05% | 27 |
|
|
2024
Q4 | $1.84M | Sell |
3,629
-62
| -2% | -$31.4K | 0.89% | 29 |
|
|
2024
Q3 | $2.16M | Buy |
3,691
+224
| +6% | +$131K | 1.06% | 26 |
|
|
2024
Q2 | $1.77M | Buy |
3,467
+2
| +0.1% | +$1.02K | 0.92% | 29 |
|
|
2024
Q1 | $1.71M | Sell |
3,465
-215
| -6% | -$106K | 0.95% | 29 |
|
|
2023
Q4 | $1.94M | Sell |
3,680
-2
| -0.1% | -$1.05K | 1.19% | 18 |
|
|
2023
Q3 | $1.86M | Sell |
3,682
-141
| -4% | -$71.1K | 1.23% | 19 |
|
|
2023
Q2 | $1.84M | Sell |
3,823
-1
| -0% | -$481 | 1.12% | 20 |
|
|
2023
Q1 | $1.81M | Sell |
3,824
-437
| -10% | -$207K | 1.14% | 18 |
|
|
2022
Q4 | $2.26M | Sell |
4,261
-414
| -9% | -$219K | 1.29% | 10 |
|
|
2022
Q3 | $2.36M | Sell |
4,675
-58
| -1% | -$29.3K | 1.43% | 12 |
|
|
2022
Q2 | $2.43M | Buy |
4,733
+1,905
| +67% | +$978K | 1.22% | 13 |
|
|
2022
Q1 | $1.44M | Sell |
2,828
-212
| -7% | -$108K | 0.6% | 30 |
|
|
2021
Q4 | $1.53M | Sell |
3,040
-67
| -2% | -$33.6K | 0.66% | 36 |
|
|
2021
Q3 | $1.21M | Sell |
3,107
-198
| -6% | -$77.4K | 0.57% | 40 |
|
|
2021
Q2 | $1.32M | Buy |
3,305
+67
| +2% | +$26.8K | 0.6% | 42 |
|
|
2021
Q1 | $1.21M | Sell |
3,238
-710
| -18% | -$264K | 0.51% | 39 |
|
|
2020
Q4 | $1.38M | Sell |
3,948
-145
| -4% | -$50.8K | 0.63% | 31 |
|
|
2020
Q3 | $1.28M | Buy |
4,093
+833
| +26% | +$260K | 0.5% | 33 |
|
|
2020
Q2 | $962K | Buy |
3,260
+906
| +38% | +$267K | 0.42% | 41 |
|
|
2020
Q1 | $587K | Buy |
2,354
+228
| +11% | +$56.9K | 0.57% | 40 |
|
|
2019
Q4 | $625K | Sell |
2,126
-4,952
| -70% | -$1.46M | 0.26% | 63 |
|
|
2019
Q3 | $1.78M | Buy |
7,078
+2,587
| +58% | +$651K | 0.66% | 32 |
|
|
2019
Q2 | $1.1M | Sell |
4,491
-3
| -0.1% | -$732 | 0.47% | 51 |
|
|
2019
Q1 | $1.11M | Sell |
4,494
-7,385
| -62% | -$1.83M | 0.47% | 52 |
|
|
2018
Q4 | $3.04M | Buy |
11,879
+6,919
| +139% | +$1.77M | 1.53% | 12 |
|
|
2018
Q3 | $1.32M | Buy |
4,960
+3,400
| +218% | +$905K | 0.65% | 44 |
|
|
2018
Q2 | $383K | Buy |
+1,560
| New | +$383K | 0.22% | 93 |
|