Inscription Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
4,258
-1,829
| -30% | -$571K | 0.19% | 84 |
|
|
2025
Q1 | $3.01M | Buy |
+6,087
| New | +$3.01M | 0.5% | 42 |
|
|
2024
Q3 | $3.18M | Sell |
5,441
-294
| -5% | -$172K | 0.47% | 42 |
|
|
2024
Q2 | $2.92M | Sell |
5,735
-352
| -6% | -$179K | 0.47% | 44 |
|
|
2024
Q1 | $3.01M | Buy |
6,087
+767
| +14% | +$379K | 0.5% | 42 |
|
|
2023
Q4 | $2.8M | Buy |
5,320
+483
| +10% | +$254K | 0.77% | 28 |
|
|
2023
Q3 | $2.44M | Sell |
4,837
-492
| -9% | -$248K | 0.8% | 27 |
|
|
2023
Q2 | $2.56M | Sell |
5,329
-83
| -2% | -$39.9K | 0.8% | 26 |
|
|
2023
Q1 | $2.56M | Buy |
5,412
+105
| +2% | +$49.6K | 0.68% | 33 |
|
|
2022
Q4 | $2.81M | Sell |
5,307
-228
| -4% | -$121K | 0.96% | 22 |
|
|
2022
Q3 | $2.8M | Sell |
5,535
-691
| -11% | -$349K | 0.79% | 22 |
|
|
2022
Q2 | $3.2M | Buy |
6,226
+616
| +11% | +$316K | 0.58% | 36 |
|
|
2022
Q1 | $2.86M | Sell |
5,610
-73
| -1% | -$37.2K | 0.82% | 28 |
|
|
2021
Q4 | $2.85M | Buy |
5,683
+1,504
| +36% | +$755K | 0.78% | 33 |
|
|
2021
Q3 | $1.63M | Sell |
4,179
-2,326
| -36% | -$909K | 0.51% | 51 |
|
|
2021
Q2 | $2.61M | Buy |
6,505
+3,211
| +97% | +$1.29M | 0.3% | 74 |
|
|
2021
Q1 | $1.23M | Sell |
3,294
-330
| -9% | -$123K | 0.42% | 64 |
|
|
2020
Q4 | $1.27M | Buy |
3,624
+11
| +0.3% | +$3.86K | 0.49% | 57 |
|
|
2020
Q3 | $1.13M | Sell |
3,613
-115
| -3% | -$35.8K | 0.5% | 57 |
|
|
2020
Q2 | $1.1M | Buy |
3,728
+420
| +13% | +$124K | 0.61% | 48 |
|
|
2020
Q1 | $825K | Sell |
3,308
-1,011
| -23% | -$252K | 0.55% | 49 |
|
|
2019
Q4 | $1.27M | Buy |
4,319
+1,106
| +34% | +$325K | 0.56% | 52 |
|
|
2019
Q3 | $698K | Buy |
+3,213
| New | +$698K | 0.38% | 70 |
|
|
2019
Q2 | – | Sell |
-698
| Closed | -$173K | – | 224 |
|
|
2019
Q1 | $173K | Sell |
698
-195
| -22% | -$48.3K | 0.09% | 128 |
|
|
2018
Q4 | $222K | Buy |
+893
| New | +$222K | 0.12% | 123 |
|