Hoese & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
1,000
+850
| +567% | +$265K | 0.25% | 26 |
|
|
2025
Q1 | $78.6K | Hold |
150
| – | – | 0.07% | 53 |
|
|
2024
Q4 | $75.9K | Hold |
150
| – | – | 0.07% | 53 |
|
|
2024
Q3 | $87.7K | Hold |
150
| – | – | 0.07% | 50 |
|
|
2024
Q2 | $74.3K | Sell |
150
-48
| -24% | -$23.8K | 0.06% | 48 |
|
|
2024
Q1 | $97.7K | Hold |
198
| – | – | 0.09% | 45 |
|
|
2023
Q4 | $109K | Hold |
198
| – | – | 0.11% | 43 |
|
|
2023
Q3 | $99.8K | Hold |
198
| – | – | 0.1% | 43 |
|
|
2023
Q2 | $95.2K | Hold |
198
| – | – | 0.09% | 50 |
|
|
2023
Q1 | $94.2K | Hold |
198
| – | – | 0.11% | 53 |
|
|
2022
Q4 | $108K | Sell |
198
-14
| -7% | -$7.64K | 0.11% | 55 |
|
|
2022
Q3 | $107K | Hold |
212
| – | – | 0.13% | 51 |
|
|
2022
Q2 | $109K | Hold |
212
| – | – | 0.12% | 56 |
|
|
2022
Q1 | $108K | Hold |
212
| – | – | 0.11% | 53 |
|
|
2021
Q4 | $106K | Buy |
212
+48
| +29% | +$24K | 0.11% | 64 |
|
|
2021
Q3 | $64K | Hold |
164
| – | – | 0.07% | 74 |
|
|
2021
Q2 | $66K | Buy |
164
+101
| +160% | +$40.6K | 0.07% | 73 |
|
|
2021
Q1 | $23K | Buy |
+63
| New | +$23K | 0.03% | 86 |
|