Kinloch Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
783
| – | – | 0.11% | 70 |
|
|
2025
Q1 | $410K | Hold |
783
| – | – | 0.2% | 59 |
|
|
2024
Q4 | $396K | Hold |
783
| – | – | 0.2% | 60 |
|
|
2024
Q3 | $458K | Buy |
783
+9
| +1% | +$5.26K | 0.22% | 63 |
|
|
2024
Q2 | $394K | Buy |
774
+110
| +17% | +$56K | 0.21% | 60 |
|
|
2024
Q1 | $328K | Sell |
664
-20
| -3% | -$9.89K | 0.17% | 59 |
|
|
2023
Q4 | $360K | Buy |
684
+20
| +3% | +$10.5K | 0.23% | 53 |
|
|
2023
Q3 | $335K | Sell |
664
-101
| -13% | -$50.9K | 0.21% | 56 |
|
|
2023
Q2 | $368K | Hold |
765
| – | – | 0.22% | 51 |
|
|
2023
Q1 | $362K | Buy |
765
+332
| +77% | +$157K | 0.21% | 50 |
|
|
2022
Q4 | $230K | Hold |
433
| – | – | 0.13% | 62 |
|
|
2022
Q3 | $219K | Sell |
433
-10
| -2% | -$5.06K | 0.14% | 66 |
|
|
2022
Q2 | $228K | Buy |
+443
| New | +$228K | 0.15% | 63 |
|
|
2021
Q1 | – | Sell |
-332
| Closed | -$116K | – | 197 |
|
|
2020
Q4 | $116K | Buy |
+332
| New | +$116K | 0.1% | 67 |
|