Ipswich Investment 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 |
-747
| Closed | -$391K | – | 195 |
|
|
2025
Q1 | $391K | Sell |
747
-325
| -30% | -$170K | 0.1% | 133 |
|
|
2024
Q4 | $542K | Sell |
1,072
-12
| -1% | -$6.07K | 0.13% | 116 |
|
|
2024
Q3 | $634K | Hold |
1,084
| – | – | 0.15% | 110 |
|
|
2024
Q2 | $552K | Sell |
1,084
-10
| -0.9% | -$5.09K | 0.13% | 120 |
|
|
2024
Q1 | $541K | Buy |
1,094
+20
| +2% | +$9.89K | 0.13% | 125 |
|
|
2023
Q4 | $565K | Buy |
1,074
+50
| +5% | +$26.3K | 0.14% | 119 |
|
|
2023
Q3 | $516K | Buy |
1,024
+24
| +2% | +$12.1K | 0.14% | 124 |
|
|
2023
Q2 | $481K | Buy |
+1,000
| New | +$481K | 0.13% | 129 |
|
|
2019
Q1 | – | Sell |
-160
| Closed | -$40K | – | 369 |
|
|
2018
Q4 | $40K | Buy |
+160
| New | +$40K | 0.01% | 294 |
|