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Interchange Capital Partners’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.06M Buy
6,611
+2,190
+50% +$683K 0.48% 41
2025
Q1
$2.32M Sell
4,421
-72
-2% -$37.7K 0.65% 29
2024
Q4
$2.27M Sell
4,493
-230
-5% -$116K 0.82% 28
2024
Q3
$2.76M Sell
4,723
-45
-0.9% -$26.3K 0.97% 22
2024
Q2
$2.43M Buy
4,768
+3,256
+215% +$1.66M 0.89% 23
2024
Q1
$755K Buy
1,512
+149
+11% +$74.4K 0.51% 53
2023
Q4
$718K Sell
1,363
-294
-18% -$155K 0.54% 48
2023
Q3
$835K Buy
1,657
+176
+12% +$88.7K 0.66% 38
2023
Q2
$712K Sell
1,481
-2,948
-67% -$1.42M 0.54% 44
2023
Q1
$2.1M Buy
4,429
+3,333
+304% +$1.58M 1.14% 19
2022
Q4
$582K Sell
1,096
-163
-13% -$86.5K 0.59% 42
2022
Q3
$635K Buy
1,259
+57
+5% +$28.7K 0.7% 36
2022
Q2
$617K Buy
1,202
+47
+4% +$24.1K 0.69% 36
2022
Q1
$589K Buy
1,155
+9
+0.8% +$4.59K 0.61% 45
2021
Q4
$575K Sell
1,146
-1,726
-60% -$866K 0.58% 50
2021
Q3
$1.12M Sell
2,872
-79
-3% -$30.9K 1.88% 14
2021
Q2
$1.18M Sell
2,951
-826
-22% -$331K 1.83% 16
2021
Q1
$1.69M Sell
3,777
-520
-12% -$232K 0.91% 22
2020
Q4
$1.51M Buy
+4,297
New +$1.51M 0.82% 21