Liberty One Investment 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 | $25.6M | Buy |
82,001
+25,846
| +46% | +$8.06M | 2.59% | 22 |
|
|
2025
Q1 | $29.4M | Buy |
56,155
+47,907
| +581% | +$25.1M | 2.98% | 13 |
|
|
2024
Q4 | $4.17M | Buy |
8,248
+551
| +7% | +$279K | 0.45% | 58 |
|
|
2024
Q3 | $4.5M | Buy |
7,697
+327
| +4% | +$191K | 0.46% | 53 |
|
|
2024
Q2 | $3.75M | Buy |
7,370
+1,129
| +18% | +$575K | 0.42% | 57 |
|
|
2024
Q1 | $3.09M | Buy |
6,241
+577
| +10% | +$285K | 0.35% | 63 |
|
|
2023
Q4 | $2.98M | Buy |
5,664
+289
| +5% | +$152K | 0.37% | 55 |
|
|
2023
Q3 | $2.71M | Buy |
5,375
+303
| +6% | +$153K | 0.39% | 46 |
|
|
2023
Q2 | $2.44M | Buy |
5,072
+200
| +4% | +$96.1K | 0.32% | 59 |
|
|
2023
Q1 | $2.3M | Buy |
4,872
+456
| +10% | +$215K | 0.31% | 67 |
|
|
2022
Q4 | $2.34M | Sell |
4,416
-11
| -0.2% | -$5.83K | 0.34% | 50 |
|
|
2022
Q3 | $2.24M | Sell |
4,427
-224
| -5% | -$113K | 0.37% | 37 |
|
|
2022
Q2 | $1.86M | Sell |
4,651
-192
| -4% | -$76.9K | 0.32% | 49 |
|
|
2022
Q1 | $2.47M | Buy |
4,843
+88
| +2% | +$44.9K | 0.38% | 46 |
|
|
2021
Q4 | $2.39M | Buy |
4,755
+145
| +3% | +$72.8K | 0.36% | 46 |
|
|
2021
Q3 | $1.8M | Sell |
4,610
-41
| -0.9% | -$16K | 0.31% | 53 |
|
|
2021
Q2 | $1.86M | Buy |
4,651
+62
| +1% | +$24.8K | 0.31% | 49 |
|
|
2021
Q1 | $1.71M | Buy |
4,589
+62
| +1% | +$23.1K | 0.3% | 51 |
|
|
2020
Q4 | $1.59M | Buy |
4,527
+92
| +2% | +$32.3K | 0.3% | 47 |
|
|
2020
Q3 | $1.38M | Sell |
4,435
-19
| -0.4% | -$5.93K | 0.28% | 48 |
|
|
2020
Q2 | $1.31M | Buy |
4,454
+40
| +0.9% | +$11.8K | 0.29% | 45 |
|
|
2020
Q1 | $1.1M | Buy |
4,414
+15
| +0.3% | +$3.74K | 0.28% | 47 |
|
|
2019
Q4 | $1.29M | Buy |
+4,399
| New | +$1.29M | 0.28% | 46 |
|