Howland 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 |
-867
| Closed | -$454K | – | 276 |
|
|
2025
Q1 | $454K | Sell |
867
-277
| -24% | -$145K | 0.02% | 205 |
|
|
2024
Q4 | $579K | Buy |
1,144
+123
| +12% | +$62.2K | 0.03% | 192 |
|
|
2024
Q3 | $597K | Sell |
1,021
-32
| -3% | -$18.7K | 0.03% | 188 |
|
|
2024
Q2 | $536K | Sell |
1,053
-152
| -13% | -$77.4K | 0.03% | 187 |
|
|
2024
Q1 | $596K | Sell |
1,205
-50
| -4% | -$24.7K | 0.03% | 175 |
|
|
2023
Q4 | $661K | Sell |
1,255
-39
| -3% | -$20.5K | 0.03% | 171 |
|
|
2023
Q3 | $652K | Hold |
1,294
| – | – | 0.04% | 158 |
|
|
2023
Q2 | $622K | Hold |
1,294
| – | – | 0.04% | 164 |
|
|
2023
Q1 | $612K | Buy |
1,294
+8
| +0.6% | +$3.78K | 0.04% | 164 |
|
|
2022
Q4 | $682K | Hold |
1,286
| – | – | 0.04% | 151 |
|
|
2022
Q3 | $649K | Buy |
1,286
+36
| +3% | +$18.2K | 0.04% | 144 |
|
|
2022
Q2 | $642K | Hold |
1,250
| – | – | 0.04% | 144 |
|
|
2022
Q1 | $637K | Buy |
1,250
+121
| +11% | +$61.7K | 0.03% | 137 |
|
|
2021
Q4 | $567K | Buy |
1,129
+28
| +3% | +$14.1K | 0.03% | 145 |
|
|
2021
Q3 | $430K | Sell |
1,101
-3
| -0.3% | -$1.17K | 0.02% | 169 |
|
|
2021
Q2 | $442K | Hold |
1,104
| – | – | 0.02% | 174 |
|
|
2021
Q1 | $411K | Buy |
1,104
+1
| +0.1% | +$372 | 0.02% | 175 |
|
|
2020
Q4 | $387K | Hold |
1,103
| – | – | 0.02% | 172 |
|
|
2020
Q3 | $344K | Hold |
1,103
| – | – | 0.02% | 166 |
|
|
2020
Q2 | $325K | Buy |
1,103
+159
| +17% | +$46.9K | 0.02% | 167 |
|
|
2020
Q1 | $235K | Sell |
944
-56
| -6% | -$13.9K | 0.02% | 177 |
|
|
2019
Q4 | $294K | Buy |
1,000
+22
| +2% | +$6.47K | 0.02% | 182 |
|
|
2019
Q3 | $213K | Buy |
978
+4
| +0.4% | +$871 | 0.02% | 200 |
|
|
2019
Q2 | $238K | Hold |
974
| – | – | 0.02% | 183 |
|
|
2019
Q1 | $241K | Sell |
974
-143
| -13% | -$35.4K | 0.02% | 184 |
|
|
2018
Q4 | $278K | Buy |
1,117
+20
| +2% | +$4.98K | 0.03% | 168 |
|
|
2018
Q3 | $292K | Buy |
+1,097
| New | +$292K | 0.02% | 186 |
|