Howard 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 | $2.27M | Buy |
7,284
+418
| +6% | +$130K | 0.03% | 145 |
|
|
2025
Q1 | $3.6M | Sell |
6,866
-1,059
| -13% | -$555K | 0.09% | 88 |
|
|
2024
Q4 | $4.01M | Buy |
7,925
+65
| +0.8% | +$32.9K | 0.06% | 93 |
|
|
2024
Q3 | $4.6M | Buy |
+7,860
| New | +$4.6M | 0.08% | 71 |
|
|
2024
Q1 | – | Sell |
-473
| Closed | -$249K | – | 86 |
|
|
2023
Q4 | $249K | Buy |
473
+31
| +7% | +$16.3K | 0.03% | 56 |
|
|
2023
Q3 | $223K | Buy |
442
+10
| +2% | +$5.04K | 0.03% | 55 |
|
|
2023
Q2 | $208K | Sell |
432
-215
| -33% | -$103K | 0.03% | 56 |
|
|
2023
Q1 | $306K | Sell |
647
-23
| -3% | -$10.9K | 0.05% | 40 |
|
|
2022
Q4 | $355K | Buy |
670
+50
| +8% | +$26.5K | 0.1% | 20 |
|
|
2022
Q3 | $314K | Buy |
620
+45
| +8% | +$22.8K | 0.09% | 21 |
|
|
2022
Q2 | $295K | Buy |
575
+97
| +20% | +$49.8K | 0.08% | 27 |
|
|
2022
Q1 | $244K | Sell |
478
-191
| -29% | -$97.5K | 0.06% | 34 |
|
|
2021
Q4 | $336K | Buy |
+669
| New | +$336K | 0.04% | 58 |
|