Little House 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 | – | Sell |
-5,773
| Closed | -$3.02M | – | 138 |
|
|
2025
Q1 | $3.02M | Sell |
5,773
-6,856
| -54% | -$3.59M | 0.83% | 35 |
|
|
2024
Q4 | $6.39M | Sell |
12,629
-750
| -6% | -$379K | 1.83% | 17 |
|
|
2024
Q3 | $7.82M | Buy |
13,379
+1,002
| +8% | +$586K | 2.24% | 12 |
|
|
2024
Q2 | $6.3M | Buy |
12,377
+782
| +7% | +$398K | 1.97% | 15 |
|
|
2024
Q1 | $5.74M | Buy |
11,595
+2,888
| +33% | +$1.43M | 1.9% | 16 |
|
|
2023
Q4 | $4.58M | Buy |
8,707
+204
| +2% | +$107K | 1.67% | 17 |
|
|
2023
Q3 | $4.29M | Buy |
8,503
+1,133
| +15% | +$571K | 1.76% | 17 |
|
|
2023
Q2 | $3.54M | Sell |
7,370
-818
| -10% | -$393K | 1.51% | 18 |
|
|
2023
Q1 | $3.87M | Buy |
8,188
+1,104
| +16% | +$522K | 1.82% | 15 |
|
|
2022
Q4 | $3.76M | Buy |
7,084
+1,349
| +24% | +$715K | 1.86% | 12 |
|
|
2022
Q3 | $2.9M | Buy |
5,735
+86
| +2% | +$43.4K | 1.54% | 17 |
|
|
2022
Q2 | $2.9M | Buy |
5,649
+432
| +8% | +$222K | 1.56% | 16 |
|
|
2022
Q1 | $2.66M | Sell |
5,217
-1,081
| -17% | -$551K | 1.36% | 17 |
|
|
2021
Q4 | $3.16M | Buy |
6,298
+229
| +4% | +$115K | 1.67% | 11 |
|
|
2021
Q3 | $2.37M | Sell |
6,069
-758
| -11% | -$296K | 1.39% | 19 |
|
|
2021
Q2 | $2.73M | Buy |
6,827
+488
| +8% | +$195K | 1.48% | 14 |
|
|
2021
Q1 | $2.36M | Buy |
6,339
+267
| +4% | +$99.3K | 0.83% | 44 |
|
|
2020
Q4 | $2.13M | Sell |
6,072
-1,319
| -18% | -$462K | 1.57% | 20 |
|
|
2020
Q3 | $2.3M | Sell |
7,391
-122
| -2% | -$38K | 1.91% | 11 |
|
|
2020
Q2 | $2.22M | Sell |
7,513
-1,526
| -17% | -$450K | 2.04% | 11 |
|
|
2020
Q1 | $2.25M | Buy |
9,039
+1,092
| +14% | +$272K | 2.45% | 10 |
|
|
2019
Q4 | $2.34M | Sell |
7,947
-13
| -0.2% | -$3.82K | 2.02% | 13 |
|
|
2019
Q3 | $1.73M | Sell |
7,960
-52
| -0.6% | -$11.3K | 1.31% | 26 |
|
|
2019
Q2 | $2.04K | Buy |
8,012
+354
| +5% | +$90 | 1.36% | 17 |
|
|
2019
Q1 | $1.89M | Buy |
7,658
+1,847
| +32% | +$457K | 1.42% | 19 |
|
|
2018
Q4 | $1.45M | Buy |
+5,811
| New | +$1.45M | 1.4% | 24 |
|