Matrix Private Capital Group’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 |
-480
| Closed | -$251K | – | 143 |
|
|
2025
Q1 | $251K | Sell |
480
-62
| -11% | -$32.5K | 0.15% | 85 |
|
|
2024
Q4 | $274K | Hold |
542
| – | – | 0.16% | 87 |
|
|
2024
Q3 | $317K | Hold |
542
| – | – | 0.18% | 82 |
|
|
2024
Q2 | $276K | Buy |
542
+19
| +4% | +$9.68K | 0.17% | 85 |
|
|
2024
Q1 | $259K | Sell |
523
-25
| -5% | -$12.4K | 0.18% | 87 |
|
|
2023
Q4 | $289K | Sell |
548
-5
| -0.9% | -$2.63K | 0.22% | 75 |
|
|
2023
Q3 | $279K | Hold |
553
| – | – | 0.21% | 79 |
|
|
2023
Q2 | $266K | Buy |
553
+5
| +0.9% | +$2.4K | 0.19% | 84 |
|
|
2023
Q1 | $259K | Sell |
548
-11
| -2% | -$5.2K | 0.18% | 95 |
|
|
2022
Q4 | $296K | Sell |
559
-50
| -8% | -$26.5K | 0.19% | 99 |
|
|
2022
Q3 | $308K | Sell |
609
-201
| -25% | -$102K | 0.21% | 90 |
|
|
2022
Q2 | $416K | Buy |
810
+7
| +0.9% | +$3.6K | 0.24% | 86 |
|
|
2022
Q1 | $410K | Buy |
803
+163
| +25% | +$83.2K | 0.2% | 96 |
|
|
2021
Q4 | $321K | Buy |
640
+61
| +11% | +$30.6K | 0.15% | 125 |
|
|
2021
Q3 | $226K | Buy |
579
+41
| +8% | +$16K | 0.12% | 158 |
|
|
2021
Q2 | $215K | Sell |
538
-153
| -22% | -$61.1K | 0.12% | 164 |
|
|
2021
Q1 | $257K | Sell |
691
-19
| -3% | -$7.07K | 0.15% | 146 |
|
|
2020
Q4 | $249K | Buy |
+710
| New | +$249K | 0.18% | 128 |
|