Horan Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $370K | Buy |
|
|||||
|
2024
Q4 | $350K | Sell |
|
|||||
|
2024
Q3 | $617K | Hold |
|
|||||
|
2024
Q2 | $538K | Hold |
|
|||||
|
2024
Q1 | $522K | Sell |
|
|||||
|
2023
Q4 | $603K | Buy |
|
|||||
|
2023
Q3 | $549K | Buy |
|
|||||
|
2023
Q2 | $223K | Sell |
|
|||||
|
2023
Q1 | $224K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $95K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $81K | Hold |
|
|||||
|
2019
Q3 | $60K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $68K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $63K | Buy |
|