Locust Wood Capital Advisers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-158,147
| Closed | -$80M | – | 48 |
|
|
2024
Q4 | $80M | Sell |
158,147
-51,835
| -25% | -$26.2M | 2.76% | 22 |
|
|
2024
Q3 | $123M | Buy |
209,982
+43,173
| +26% | +$25.2M | 4.1% | 7 |
|
|
2024
Q2 | $84.9M | Buy |
166,809
+36,010
| +28% | +$18.3M | 3.04% | 16 |
|
|
2024
Q1 | $64.7M | Buy |
130,799
+5,444
| +4% | +$2.69M | 2.32% | 21 |
|
|
2023
Q4 | $66M | Sell |
125,355
-91,983
| -42% | -$48.4M | 2.51% | 20 |
|
|
2023
Q3 | $110M | Buy |
217,338
+152,630
| +236% | +$77M | 4.66% | 3 |
|
|
2023
Q2 | $31.1M | Buy |
64,708
+4,035
| +7% | +$1.94M | 1.44% | 27 |
|
|
2023
Q1 | $28.7M | Buy |
60,673
+2,988
| +5% | +$1.41M | 1.68% | 25 |
|
|
2022
Q4 | $30.6M | Sell |
57,685
-954
| -2% | -$506K | 1.71% | 22 |
|
|
2022
Q3 | $29.6M | Sell |
58,639
-1,368
| -2% | -$691K | 2.04% | 23 |
|
|
2022
Q2 | $30.8M | Sell |
60,007
-30,668
| -34% | -$15.8M | 1.91% | 21 |
|
|
2022
Q1 | $46.2M | Buy |
90,675
+12,659
| +16% | +$6.46M | 2.54% | 17 |
|
|
2021
Q4 | $39.2M | Buy |
78,016
+10,387
| +15% | +$5.22M | 1.96% | 24 |
|
|
2021
Q3 | $26.4M | Buy |
67,629
+1,529
| +2% | +$597K | 1.43% | 28 |
|
|
2021
Q2 | $26.5M | Buy |
66,100
+1,101
| +2% | +$441K | 1.52% | 26 |
|
|
2021
Q1 | $24.2M | Sell |
64,999
-656
| -1% | -$244K | 1.42% | 25 |
|
|
2020
Q4 | $23M | Sell |
65,655
-700
| -1% | -$245K | 1.31% | 28 |
|
|
2020
Q3 | $20.7M | Buy |
66,355
+10,035
| +18% | +$3.13M | 1.33% | 28 |
|
|
2020
Q2 | $16.6M | Buy |
56,320
+40,765
| +262% | +$12M | 1.03% | 31 |
|
|
2020
Q1 | $3.88M | Sell |
15,555
-16,895
| -52% | -$4.21M | 0.33% | 33 |
|
|
2019
Q4 | $9.54M | Buy |
+32,450
| New | +$9.54M | 0.71% | 30 |
|