Legato 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 | $1.86M | Buy |
5,959
+3,938
| +195% | +$1.23M | 0.22% | 125 |
|
|
2025
Q1 | $1.06M | Hold |
2,021
| – | – | 0.14% | 234 |
|
|
2024
Q4 | $1.02M | Sell |
2,021
-2,272
| -53% | -$1.15M | 0.13% | 290 |
|
|
2024
Q3 | $2.51M | Hold |
4,293
| – | – | 0.31% | 73 |
|
|
2024
Q2 | $2.19M | Sell |
4,293
-1,437
| -25% | -$732K | 0.29% | 86 |
|
|
2024
Q1 | $2.83M | Hold |
5,730
| – | – | 0.34% | 72 |
|
|
2023
Q4 | $3.02M | Hold |
5,730
| – | – | 0.39% | 54 |
|
|
2023
Q3 | $2.89M | Buy |
5,730
+132
| +2% | +$66.6K | 0.42% | 46 |
|
|
2023
Q2 | $2.69M | Sell |
5,598
-1,387
| -20% | -$667K | 0.36% | 64 |
|
|
2023
Q1 | $3.3M | Buy |
6,985
+389
| +6% | +$184K | 0.6% | 22 |
|
|
2022
Q4 | $3.5M | Buy |
+6,596
| New | +$3.5M | 0.67% | 18 |
|