Islay 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 | $31.2K | Buy |
+100
| New | +$31.2K | 0.02% | 133 |
|
|
2025
Q1 | – | Sell |
-2,847
| Closed | -$1.44M | – | 216 |
|
|
2024
Q4 | $1.44M | Buy |
2,847
+119
| +4% | +$60.2K | 1% | 28 |
|
|
2024
Q3 | $1.6M | Hold |
2,728
| – | – | 1.07% | 27 |
|
|
2024
Q2 | $1.39M | Buy |
2,728
+402
| +17% | +$205K | 1% | 34 |
|
|
2024
Q1 | $1.15M | Sell |
2,326
-26
| -1% | -$12.9K | 0.86% | 35 |
|
|
2023
Q4 | $1.24M | Buy |
2,352
+324
| +16% | +$171K | 0.96% | 29 |
|
|
2023
Q3 | $1.02M | Buy |
2,028
+102
| +5% | +$51.4K | 0.86% | 31 |
|
|
2023
Q2 | $926K | Hold |
1,926
| – | – | 0.82% | 34 |
|
|
2023
Q1 | $910K | Buy |
1,926
+553
| +40% | +$261K | 0.89% | 27 |
|
|
2022
Q4 | $728K | Hold |
1,373
| – | – | 0.83% | 34 |
|
|
2022
Q3 | $694K | Sell |
1,373
-35
| -2% | -$17.7K | 0.82% | 30 |
|
|
2022
Q2 | $723K | Sell |
1,408
-116
| -8% | -$59.6K | 0.75% | 32 |
|
|
2022
Q1 | $777K | Buy |
1,524
+30
| +2% | +$15.3K | 0.65% | 36 |
|
|
2021
Q4 | $750K | Buy |
1,494
+12
| +0.8% | +$6.02K | 0.57% | 39 |
|
|
2021
Q3 | $579K | Buy |
1,482
+59
| +4% | +$23.1K | 0.45% | 50 |
|
|
2021
Q2 | $570K | Sell |
1,423
-157
| -10% | -$62.9K | 0.46% | 49 |
|
|
2021
Q1 | $588K | Buy |
1,580
+262
| +20% | +$97.5K | 0.49% | 47 |
|
|
2020
Q4 | $462K | Sell |
1,318
-25
| -2% | -$8.76K | 0.42% | 48 |
|
|
2020
Q3 | $419K | Hold |
1,343
| – | – | 0.43% | 44 |
|
|
2020
Q2 | $396K | Buy |
1,343
+301
| +29% | +$88.8K | 0.46% | 46 |
|
|
2020
Q1 | $260K | Buy |
1,042
+497
| +91% | +$124K | 0.34% | 51 |
|
|
2019
Q4 | $160K | Buy |
+545
| New | +$160K | 0.15% | 85 |
|