Longfellow 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 | $614K | Buy |
1,969
+1,951
| +10,839% | +$609K | 0.15% | 96 |
|
|
2025
Q1 | $9.43K | Hold |
18
| – | – | ﹤0.01% | 180 |
|
|
2024
Q4 | $9.11K | Hold |
18
| – | – | ﹤0.01% | 184 |
|
|
2024
Q3 | $10.5K | Hold |
18
| – | – | ﹤0.01% | 180 |
|
|
2024
Q2 | $9.17K | Buy |
18
+2
| +13% | +$1.02K | ﹤0.01% | 174 |
|
|
2024
Q1 | $7.92K | Hold |
16
| – | – | ﹤0.01% | 190 |
|
|
2023
Q4 | $8.42K | Hold |
16
| – | – | ﹤0.01% | 164 |
|
|
2023
Q3 | $8.07K | Hold |
16
| – | – | ﹤0.01% | 148 |
|
|
2023
Q2 | $7.69K | Buy |
16
+2
| +14% | +$961 | ﹤0.01% | 174 |
|
|
2023
Q1 | $6.62K | Hold |
14
| – | – | ﹤0.01% | 182 |
|
|
2022
Q4 | $7.42K | Sell |
14
-5
| -26% | -$2.65K | ﹤0.01% | 193 |
|
|
2022
Q3 | $10K | Hold |
19
| – | – | ﹤0.01% | 248 |
|
|
2022
Q2 | $10K | Hold |
19
| – | – | ﹤0.01% | 255 |
|
|
2022
Q1 | $10K | Hold |
19
| – | – | ﹤0.01% | 288 |
|
|
2021
Q4 | $10K | Hold |
19
| – | – | ﹤0.01% | 301 |
|
|
2021
Q3 | $8K | Hold |
19
| – | – | ﹤0.01% | 326 |
|
|
2021
Q2 | $8K | Hold |
19
| – | – | ﹤0.01% | 339 |
|
|
2021
Q1 | $8K | Hold |
19
| – | – | ﹤0.01% | 406 |
|
|
2020
Q4 | $7K | Buy |
+19
| New | +$7K | ﹤0.01% | 428 |
|