Martin Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
8,455
+5,648
| +201% | +$1.76M | 1.03% | 41 |
|
|
2025
Q1 | $1.47M | Sell |
2,807
-24
| -0.8% | -$12.6K | 1.76% | 30 |
|
|
2024
Q4 | $1.43M | Sell |
2,831
-3,808
| -57% | -$1.93M | 1.7% | 32 |
|
|
2024
Q3 | $3.88M | Sell |
6,639
-2,294
| -26% | -$1.34M | 1.92% | 28 |
|
|
2024
Q2 | $4.55M | Sell |
8,933
-233
| -3% | -$119K | 1.84% | 30 |
|
|
2024
Q1 | $4.54M | Sell |
9,166
-174
| -2% | -$86.1K | 1.74% | 34 |
|
|
2023
Q4 | $4.92M | Sell |
9,340
-122
| -1% | -$64.2K | 2% | 30 |
|
|
2023
Q3 | $4.77M | Hold |
9,462
| – | – | 2.01% | 25 |
|
|
2023
Q2 | $4.55M | Sell |
9,462
-116
| -1% | -$55.8K | 1.85% | 29 |
|
|
2023
Q1 | $4.53M | Buy |
9,578
+378
| +4% | +$179K | 1.88% | 29 |
|
|
2022
Q4 | $4.88M | Buy |
9,200
+42
| +0.5% | +$22.3K | 2.01% | 27 |
|
|
2022
Q3 | $4.63M | Buy |
9,158
+378
| +4% | +$191K | 2.14% | 24 |
|
|
2022
Q2 | $4.51M | Buy |
8,780
+27
| +0.3% | +$13.9K | 2.14% | 23 |
|
|
2022
Q1 | $4.46M | Buy |
8,753
+343
| +4% | +$175K | 2.04% | 27 |
|
|
2021
Q4 | $4.22M | Buy |
8,410
+29
| +0.3% | +$14.6K | 1.99% | 26 |
|
|
2021
Q3 | $3.28M | Buy |
8,381
+1
| +0% | +$391 | 1.65% | 32 |
|
|
2021
Q2 | $3.36M | Buy |
8,380
+53
| +0.6% | +$21.2K | 1.7% | 33 |
|
|
2021
Q1 | $3.1M | Buy |
8,327
+172
| +2% | +$64K | 1.64% | 32 |
|
|
2020
Q4 | $2.86M | Buy |
8,155
+47
| +0.6% | +$16.5K | 1.67% | 32 |
|
|
2020
Q3 | $2.53M | Buy |
+8,108
| New | +$2.53M | 1.69% | 31 |
|