Kerrisdale Advisers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
39,485
+38,563
| +4,183% | +$12M | 6.43% | 2 |
|
|
2025
Q1 | $483K | Sell |
922
-930
| -50% | -$487K | 0.2% | 59 |
|
|
2024
Q4 | $937K | Sell |
1,852
-265
| -13% | -$134K | 0.32% | 60 |
|
|
2024
Q3 | $1.24M | Hold |
2,117
| – | – | 0.42% | 54 |
|
|
2024
Q2 | $1.08M | Sell |
2,117
-1,758
| -45% | -$895K | 0.34% | 55 |
|
|
2024
Q1 | $1.92M | Sell |
3,875
-2,425
| -38% | -$1.2M | 0.6% | 39 |
|
|
2023
Q4 | $3.32M | Sell |
6,300
-740
| -11% | -$390K | 0.99% | 36 |
|
|
2023
Q3 | $3.55M | Sell |
7,040
-1,608
| -19% | -$811K | 1.12% | 32 |
|
|
2023
Q2 | $4.16M | Hold |
8,648
| – | – | 1.12% | 32 |
|
|
2023
Q1 | $4.09M | Hold |
8,648
| – | – | 1.21% | 30 |
|
|
2022
Q4 | $4.58M | Buy |
8,648
+478
| +6% | +$253K | 1.36% | 24 |
|
|
2022
Q3 | $4.13M | Sell |
8,170
-960
| -11% | -$485K | 1% | 26 |
|
|
2022
Q2 | $4.69M | Buy |
+9,130
| New | +$4.69M | 1.48% | 23 |
|
|
2021
Q4 | – | Sell |
-5,000
| Closed | -$1.95M | – | 56 |
|
|
2021
Q3 | $1.95M | Hold |
5,000
| – | – | 0.21% | 43 |
|
|
2021
Q2 | $2M | Hold |
5,000
| – | – | 0.18% | 45 |
|
|
2021
Q1 | $1.86M | Hold |
5,000
| – | – | 0.14% | 46 |
|
|
2020
Q4 | $1.75M | Sell |
5,000
-10,000
| -67% | -$3.51M | 0.14% | 58 |
|
|
2020
Q3 | $4.68M | Hold |
15,000
| – | – | 0.35% | 47 |
|
|
2020
Q2 | $4.42M | Buy |
+15,000
| New | +$4.42M | 0.5% | 40 |
|
|
2015
Q4 | – | Sell |
-89,490
| Closed | -$10.4M | – | 53 |
|
|
2015
Q3 | $10.4M | Sell |
89,490
-89,141
| -50% | -$10.3M | 3.02% | 16 |
|
|
2015
Q2 | $21.8M | Buy |
178,631
+81,103
| +83% | +$9.89M | 7.47% | 6 |
|
|
2015
Q1 | $11.5M | Buy |
+97,528
| New | +$11.5M | 3.79% | 10 |
|