Hutner 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 |
-400
| Closed | -$210K | – | 47 |
|
|
2025
Q1 | $210K | Hold |
400
| – | – | 0.09% | 48 |
|
|
2024
Q4 | $202K | Hold |
400
| – | – | 0.1% | 45 |
|
|
2024
Q3 | $234K | Sell |
400
-12
| -3% | -$7.02K | 0.12% | 45 |
|
|
2024
Q2 | $210K | Sell |
412
-20
| -5% | -$10.2K | 0.12% | 43 |
|
|
2024
Q1 | $214K | Hold |
432
| – | – | 0.12% | 43 |
|
|
2023
Q4 | $227K | Hold |
432
| – | – | 0.13% | 43 |
|
|
2023
Q3 | $218K | Hold |
432
| – | – | 0.13% | 44 |
|
|
2023
Q2 | $208K | Hold |
432
| – | – | 0.12% | 44 |
|
|
2023
Q1 | $204K | Hold |
432
| – | – | 0.12% | 44 |
|
|
2022
Q4 | $229K | Hold |
432
| – | – | 0.14% | 43 |
|
|
2022
Q3 | $218K | Buy |
432
+32
| +8% | +$16.1K | 0.15% | 43 |
|
|
2022
Q2 | $205K | Hold |
400
| – | – | 0.13% | 43 |
|
|
2022
Q1 | $204K | Hold |
400
| – | – | 0.12% | 45 |
|
|
2021
Q4 | $201K | Buy |
+400
| New | +$201K | 0.12% | 45 |
|