Magnolia Capital 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 | $1.68M | Buy |
5,374
+560
| +12% | +$175K | 0.42% | 65 |
|
|
2025
Q1 | $2.52M | Buy |
4,814
+349
| +8% | +$183K | 0.69% | 35 |
|
|
2024
Q4 | $2.26M | Buy |
4,465
+2,654
| +147% | +$1.34M | 0.58% | 44 |
|
|
2024
Q3 | $1.06M | Buy |
1,811
+128
| +8% | +$74.8K | 0.53% | 55 |
|
|
2024
Q2 | $857K | Sell |
1,683
-1,549
| -48% | -$789K | 0.48% | 65 |
|
|
2024
Q1 | $1.62M | Buy |
3,232
+1,145
| +55% | +$574K | 1.35% | 23 |
|
|
2023
Q4 | $1.05M | Buy |
2,087
+406
| +24% | +$204K | 0.77% | 41 |
|
|
2023
Q3 | $891K | Buy |
+1,681
| New | +$891K | 0.85% | 31 |
|
|
2023
Q2 | – | Sell |
-1,605
| Closed | -$759K | – | 153 |
|
|
2023
Q1 | $759K | Buy |
1,605
+152
| +10% | +$71.8K | 0.39% | 67 |
|
|
2022
Q4 | $770K | Buy |
1,453
+11
| +0.8% | +$5.83K | 0.51% | 58 |
|
|
2022
Q3 | $728K | Buy |
1,442
+111
| +8% | +$56K | 0.62% | 53 |
|
|
2022
Q2 | $683K | Sell |
1,331
-397
| -23% | -$204K | 0.62% | 55 |
|
|
2022
Q1 | $881K | Buy |
1,728
+9
| +0.5% | +$4.59K | 0.35% | 81 |
|
|
2021
Q4 | $863K | Buy |
1,719
+175
| +11% | +$87.9K | 0.25% | 81 |
|
|
2021
Q3 | $603K | Buy |
1,544
+134
| +10% | +$52.3K | 0.21% | 96 |
|
|
2021
Q2 | $565K | Buy |
1,410
+53
| +4% | +$21.2K | 0.25% | 78 |
|
|
2021
Q1 | $505K | Buy |
+1,357
| New | +$505K | 1% | 32 |
|