Ironvine Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
70,722
+8,004
| +13% | +$2.5M | 2.29% | 18 |
|
|
2025
Q1 | $32.8M | Sell |
62,718
-1,641
| -3% | -$859K | 3.57% | 14 |
|
|
2024
Q4 | $32.6M | Buy |
64,359
+567
| +0.9% | +$287K | 3.49% | 14 |
|
|
2024
Q3 | $37.3M | Buy |
63,792
+150
| +0.2% | +$87.7K | 4% | 11 |
|
|
2024
Q2 | $32.4M | Buy |
63,642
+857
| +1% | +$436K | 3.55% | 12 |
|
|
2024
Q1 | $31.1M | Buy |
62,785
+5,995
| +11% | +$2.97M | 3.41% | 15 |
|
|
2023
Q4 | $29.9M | Sell |
56,790
-3,869
| -6% | -$2.04M | 3.59% | 14 |
|
|
2023
Q3 | $30.6M | Buy |
60,659
+13,005
| +27% | +$6.56M | 3.92% | 13 |
|
|
2023
Q2 | $22.9M | Buy |
47,654
+192
| +0.4% | +$92.3K | 2.78% | 19 |
|
|
2023
Q1 | $22.4M | Buy |
47,462
+32,971
| +228% | +$15.6M | 2.83% | 19 |
|
|
2022
Q4 | $7.68M | Buy |
14,491
+2,301
| +19% | +$1.22M | 0.99% | 26 |
|
|
2022
Q3 | $6.16M | Buy |
12,190
+1,614
| +15% | +$815K | 0.83% | 30 |
|
|
2022
Q2 | $5.43M | Buy |
10,576
+6,134
| +138% | +$3.15M | 0.67% | 32 |
|
|
2022
Q1 | $2.27M | Buy |
+4,442
| New | +$2.27M | 0.24% | 33 |
|
|
2021
Q2 | – | Sell |
-8,063
| Closed | -$3M | – | 64 |
|
|
2021
Q1 | $3M | Sell |
8,063
-71
| -0.9% | -$26.4K | 0.35% | 38 |
|
|
2020
Q4 | $2.85M | Hold |
8,134
| – | – | 0.36% | 35 |
|
|
2020
Q3 | $2.54M | Hold |
8,134
| – | – | 0.32% | 38 |
|
|
2020
Q2 | $2.4M | Buy |
8,134
+71
| +0.9% | +$20.9K | 0.32% | 38 |
|
|
2020
Q1 | $2.01M | Buy |
+8,063
| New | +$2.01M | 0.31% | 39 |
|
|
2018
Q3 | – | Sell |
-6,838
| Closed | -$1.68M | – | 69 |
|
|
2018
Q2 | $1.68M | Sell |
6,838
-3,850
| -36% | -$945K | 0.38% | 44 |
|
|
2018
Q1 | $2.29M | Hold |
10,688
| – | – | 0.55% | 37 |
|
|
2017
Q4 | $2.36M | Buy |
+10,688
| New | +$2.36M | 0.73% | 35 |
|