James Hambro & 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 | – | Sell |
-245,642
| Closed | -$129M | – | 53 |
|
|
2025
Q1 | $129M | Buy |
245,642
+14,784
| +6% | +$7.74M | 5.37% | 8 |
|
|
2024
Q4 | $117M | Buy |
230,858
+3,434
| +2% | +$1.74M | 4.61% | 10 |
|
|
2024
Q3 | $133M | Buy |
227,424
+8,573
| +4% | +$5.01M | 5.55% | 6 |
|
|
2024
Q2 | $111M | Buy |
218,851
+12,106
| +6% | +$6.16M | 5.18% | 8 |
|
|
2024
Q1 | $102M | Buy |
206,745
+14,019
| +7% | +$6.93M | 4.79% | 10 |
|
|
2023
Q4 | $102M | Buy |
192,726
+9,823
| +5% | +$5.17M | 5.4% | 7 |
|
|
2023
Q3 | $92.2M | Buy |
182,903
+19,564
| +12% | +$9.87M | 5.98% | 6 |
|
|
2023
Q2 | $78.5M | Buy |
163,339
+9,032
| +6% | +$4.34M | 5.18% | 8 |
|
|
2023
Q1 | $72.9M | Buy |
154,307
+8,224
| +6% | +$3.88M | 5.33% | 7 |
|
|
2022
Q4 | $77.5M | Sell |
146,083
-7,289
| -5% | -$3.87M | 5.92% | 6 |
|
|
2022
Q3 | $77.6M | Sell |
153,372
-10,066
| -6% | -$5.09M | 6.77% | 3 |
|
|
2022
Q2 | $84.2M | Sell |
163,438
-4,557
| -3% | -$2.35M | 7.02% | 3 |
|
|
2022
Q1 | $85.7M | Sell |
167,995
-2,346
| -1% | -$1.2M | 6.08% | 5 |
|
|
2021
Q4 | $85.5M | Buy |
170,341
+9,907
| +6% | +$4.98M | 5.81% | 6 |
|
|
2021
Q3 | $62.7M | Buy |
160,434
+6,386
| +4% | +$2.5M | 4.68% | 11 |
|
|
2021
Q2 | $61.7M | Buy |
154,048
+3,785
| +3% | +$1.52M | 4.89% | 10 |
|
|
2021
Q1 | $56M | Buy |
150,263
+12,328
| +9% | +$4.59M | 5.17% | 9 |
|
|
2020
Q4 | $48.3M | Buy |
137,935
+9,852
| +8% | +$3.45M | 5.42% | 11 |
|
|
2020
Q3 | $39.9M | Buy |
128,083
+4,951
| +4% | +$1.54M | 5.63% | 8 |
|
|
2020
Q2 | $36.3M | Buy |
123,132
+33,643
| +38% | +$9.91M | 5.62% | 9 |
|
|
2020
Q1 | $22.3M | Buy |
89,489
+8,595
| +11% | +$2.14M | 4.37% | 11 |
|
|
2019
Q4 | $23.8M | Buy |
80,894
+4,027
| +5% | +$1.18M | 4.03% | 11 |
|
|
2019
Q3 | $16.7M | Buy |
+76,867
| New | +$16.7M | 3.34% | 12 |
|
|
2019
Q1 | $2.48M | Buy |
10,041
+639
| +7% | +$158K | 0.73% | 19 |
|
|
2018
Q4 | $2.34M | Buy |
+9,402
| New | +$2.34M | 0.92% | 19 |
|