Hodges 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 |
-400
| Closed | -$5.04M | – | 225 |
|
|
2025
Q1 | $5.04M | Buy |
+400
| New | +$5.04M | 0.5% | 64 |
|
|
2024
Q4 | – | Sell |
-975
| Closed | -$570K | – | 226 |
|
|
2024
Q3 | $570K | Hold |
975
| – | – | 0.04% | 173 |
|
|
2024
Q2 | $497K | Hold |
975
| – | – | 0.03% | 180 |
|
|
2024
Q1 | $482K | Sell |
975
-1,324
| -58% | -$655K | 0.03% | 178 |
|
|
2023
Q4 | $1.21M | Buy |
2,299
+63
| +3% | +$33.2K | 0.06% | 153 |
|
|
2023
Q3 | $1.13M | Buy |
+2,236
| New | +$1.13M | 0.13% | 144 |
|
|
2023
Q2 | – | Sell |
-3,714
| Closed | -$1.19M | – | 151 |
|
|
2023
Q1 | $1.19M | Buy |
3,714
+339
| +10% | +$109K | 0.1% | 148 |
|
|
2022
Q4 | $1.79M | Buy |
3,375
+258
| +8% | +$137K | 0.16% | 123 |
|
|
2022
Q3 | $1.57M | Buy |
3,117
+1,567
| +101% | +$791K | 0.26% | 96 |
|
|
2022
Q2 | $796K | Buy |
1,550
+390
| +34% | +$200K | 0.08% | 146 |
|
|
2022
Q1 | $592K | Hold |
1,160
| – | – | 0.05% | 180 |
|
|
2021
Q4 | $582K | Buy |
1,160
+444
| +62% | +$223K | 0.04% | 185 |
|
|
2021
Q3 | $280K | Hold |
716
| – | – | 0.02% | 217 |
|
|
2021
Q2 | $287K | Buy |
716
+100
| +16% | +$40.1K | 0.03% | 209 |
|
|
2021
Q1 | $229K | Hold |
616
| – | – | 0.03% | 202 |
|
|
2020
Q4 | $216K | Sell |
616
-25
| -4% | -$8.77K | 0.03% | 193 |
|
|
2020
Q3 | $200K | Buy |
+641
| New | +$200K | 0.04% | 191 |
|