Horan Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $370K | Buy |
707
+16
| +2% | +$8.38K | 0.12% | 87 |
|
|
2024
Q4 | $350K | Sell |
691
-365
| -35% | -$185K | 0.12% | 88 |
|
|
2024
Q3 | $617K | Hold |
1,056
| – | – | 0.21% | 70 |
|
|
2024
Q2 | $538K | Hold |
1,056
| – | – | 0.19% | 72 |
|
|
2024
Q1 | $522K | Sell |
1,056
-89
| -8% | -$44K | 0.19% | 74 |
|
|
2023
Q4 | $603K | Buy |
1,145
+57
| +5% | +$30K | 0.22% | 67 |
|
|
2023
Q3 | $549K | Buy |
1,088
+624
| +134% | +$315K | 0.22% | 68 |
|
|
2023
Q2 | $223K | Sell |
464
-11
| -2% | -$5.29K | 0.09% | 101 |
|
|
2023
Q1 | $224K | Buy |
+475
| New | +$224K | 0.09% | 97 |
|
|
2020
Q4 | – | Sell |
-305
| Closed | -$95K | – | 264 |
|
|
2020
Q3 | $95K | Buy |
+305
| New | +$95K | 0.05% | 120 |
|
|
2020
Q1 | – | Sell |
-275
| Closed | -$81K | – | 237 |
|
|
2019
Q4 | $81K | Hold |
275
| – | – | 0.05% | 117 |
|
|
2019
Q3 | $60K | Buy |
+275
| New | +$60K | 0.04% | 135 |
|
|
2019
Q2 | – | Sell |
-275
| Closed | -$68K | – | 231 |
|
|
2019
Q1 | $68K | Buy |
+275
| New | +$68K | 0.04% | 126 |
|
|
2017
Q4 | – | Sell |
-320
| Closed | -$63K | – | 260 |
|
|
2017
Q3 | $63K | Buy |
+320
| New | +$63K | 0.04% | 131 |
|