Hutchens & Kramer Investment Management Group’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 |
-495
| Closed | -$259K | – | 178 |
|
|
2025
Q1 | $259K | Sell |
495
-18
| -4% | -$9.43K | 0.14% | 120 |
|
|
2024
Q4 | $260K | Sell |
513
-47
| -8% | -$23.8K | 0.14% | 116 |
|
|
2024
Q3 | $327K | Sell |
560
-94
| -14% | -$54.8K | 0.18% | 102 |
|
|
2024
Q2 | $324K | Sell |
654
-431
| -40% | -$213K | 0.18% | 94 |
|
|
2024
Q1 | $531K | Buy |
1,085
+152
| +16% | +$74.4K | 0.31% | 61 |
|
|
2023
Q4 | $491K | Buy |
933
+160
| +21% | +$84.2K | 0.35% | 58 |
|
|
2023
Q3 | $398K | Sell |
773
-23
| -3% | -$11.8K | 0.32% | 61 |
|
|
2023
Q2 | $383K | Sell |
796
-7
| -0.9% | -$3.36K | 0.31% | 62 |
|
|
2023
Q1 | $379K | Sell |
803
-280
| -26% | -$132K | 0.33% | 61 |
|
|
2022
Q4 | $574K | Sell |
1,083
-84
| -7% | -$44.5K | 0.42% | 53 |
|
|
2022
Q3 | $602K | Buy |
1,167
+61
| +6% | +$31.5K | 0.49% | 46 |
|
|
2022
Q2 | $572K | Buy |
1,106
+167
| +18% | +$86.4K | 0.42% | 55 |
|
|
2022
Q1 | $481K | Buy |
939
+49
| +6% | +$25.1K | 0.27% | 65 |
|
|
2021
Q4 | $450K | Buy |
+890
| New | +$450K | 0.28% | 62 |
|