Joseph Group 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 | – | Sell |
-9,477
| Closed | -$4.96M | – | 114 |
|
|
2025
Q1 | $4.96M | Buy |
9,477
+2,069
| +28% | +$1.08M | 1.9% | 13 |
|
|
2024
Q4 | $3.75M | Buy |
7,408
+998
| +16% | +$505K | 1.48% | 22 |
|
|
2024
Q3 | $3.75M | Sell |
6,410
-81
| -1% | -$47.4K | 1.43% | 20 |
|
|
2024
Q2 | $3.31M | Buy |
6,491
+761
| +13% | +$388K | 1.72% | 14 |
|
|
2024
Q1 | $2.83M | Buy |
5,730
+1,843
| +47% | +$912K | 1.42% | 18 |
|
|
2023
Q4 | $2.05M | Buy |
3,887
+163
| +4% | +$85.8K | 1.19% | 22 |
|
|
2023
Q3 | $1.88M | Buy |
3,724
+1,419
| +62% | +$715K | 1.35% | 20 |
|
|
2023
Q2 | $1.11M | Buy |
2,305
+349
| +18% | +$168K | 0.93% | 40 |
|
|
2023
Q1 | $924K | Buy |
1,956
+259
| +15% | +$122K | 0.81% | 40 |
|
|
2022
Q4 | $900K | Buy |
1,697
+87
| +5% | +$46.1K | 0.86% | 39 |
|
|
2022
Q3 | $813K | Buy |
+1,610
| New | +$813K | 0.89% | 39 |
|