Kensington Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,661
| Closed | -$1.35M | – | 102 |
|
|
2024
Q4 | $1.35M | Sell |
2,661
-94
| -3% | -$47.6K | 0.56% | 59 |
|
|
2024
Q3 | $1.61M | Hold |
2,755
| – | – | 0.67% | 48 |
|
|
2024
Q2 | $1.4M | Buy |
2,755
+8
| +0.3% | +$4.07K | 0.62% | 49 |
|
|
2024
Q1 | $1.36M | Sell |
2,747
-11
| -0.4% | -$5.44K | 0.62% | 54 |
|
|
2023
Q4 | $1.45M | Sell |
2,758
-29
| -1% | -$15.3K | 0.76% | 48 |
|
|
2023
Q3 | $1.41M | Buy |
2,787
+141
| +5% | +$71.1K | 0.87% | 41 |
|
|
2023
Q2 | $1.27M | Hold |
2,646
| – | – | 0.81% | 44 |
|
|
2023
Q1 | $1.25M | Sell |
2,646
-31
| -1% | -$14.7K | 0.94% | 45 |
|
|
2022
Q4 | $1.42M | Sell |
2,677
-112
| -4% | -$59.4K | 1.12% | 39 |
|
|
2022
Q3 | $1.41M | Sell |
2,789
-10
| -0.4% | -$5.05K | 1.19% | 36 |
|
|
2022
Q2 | $1.44M | Sell |
2,799
-65
| -2% | -$33.4K | 1.23% | 37 |
|
|
2022
Q1 | $1.46M | Buy |
2,864
+31
| +1% | +$15.8K | 0.97% | 49 |
|
|
2021
Q4 | $1.42M | Buy |
+2,833
| New | +$1.42M | 0.83% | 59 |
|
|
2021
Q2 | $1.18M | Buy |
2,953
+68
| +2% | +$27.2K | 0.81% | 64 |
|
|
2021
Q1 | $1.07M | Buy |
2,885
+48
| +2% | +$17.9K | 0.81% | 61 |
|
|
2020
Q4 | $995K | Buy |
+2,837
| New | +$995K | 0.82% | 61 |
|