Knollwood Investment Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Hold |
4,555
| – | – | 0.14% | 152 |
|
|
2025
Q1 | $2.39M | Hold |
4,555
| – | – | 0.26% | 101 |
|
|
2024
Q4 | $2.3M | Sell |
4,555
-6,014
| -57% | -$3.04M | 0.24% | 104 |
|
|
2024
Q3 | $6.18M | Hold |
10,569
| – | – | 0.66% | 35 |
|
|
2024
Q2 | $5.38M | Buy |
10,569
+2,074
| +24% | +$1.06M | 0.6% | 38 |
|
|
2024
Q1 | $4.2M | Hold |
8,495
| – | – | 0.76% | 31 |
|
|
2023
Q4 | $4.47M | Buy |
+8,495
| New | +$4.47M | 0.93% | 26 |
|