Lindenwold Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
8,691
+240
| +3% | +$74.9K | 1.41% | 20 |
|
|
2025
Q1 | $4.43M | Buy |
8,451
+742
| +10% | +$389K | 2.46% | 9 |
|
|
2024
Q4 | $3.9M | Sell |
7,709
-1,198
| -13% | -$606K | 2.08% | 13 |
|
|
2024
Q3 | $5.21M | Buy |
8,907
+37
| +0.4% | +$21.6K | 2.62% | 8 |
|
|
2024
Q2 | $4.52M | Sell |
8,870
-56
| -0.6% | -$28.5K | 2.41% | 8 |
|
|
2024
Q1 | $4.42M | Sell |
8,926
-195
| -2% | -$96.5K | 2.36% | 9 |
|
|
2023
Q4 | $4.8M | Sell |
9,121
-51
| -0.6% | -$26.9K | 2.73% | 7 |
|
|
2023
Q3 | $4.62M | Buy |
9,172
+18
| +0.2% | +$9.08K | 2.88% | 7 |
|
|
2023
Q2 | $4.4M | Sell |
9,154
-1,372
| -13% | -$659K | 2.7% | 7 |
|
|
2023
Q1 | $4.97M | Buy |
10,526
+435
| +4% | +$206K | 3.08% | 4 |
|
|
2022
Q4 | $5.35M | Sell |
10,091
-22
| -0.2% | -$11.7K | 3.58% | 4 |
|
|
2022
Q3 | $5.11M | Buy |
10,113
+78
| +0.8% | +$39.4K | 3.78% | 4 |
|
|
2022
Q2 | $5.15M | Buy |
10,035
+116
| +1% | +$59.6K | 3.67% | 4 |
|
|
2022
Q1 | $5.06M | Buy |
9,919
+172
| +2% | +$87.7K | 3.11% | 4 |
|
|
2021
Q4 | $4.89M | Buy |
+9,747
| New | +$4.89M | 2.86% | 4 |
|