McDonald 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 | $1.17M | Buy |
3,698
+787
| +27% | +$248K | 0.28% | 102 |
|
|
2025
Q1 | $1.55M | Buy |
2,911
+85
| +3% | +$45.3K | 0.4% | 76 |
|
|
2024
Q4 | $1.43M | Buy |
2,826
+109
| +4% | +$55.1K | 0.37% | 85 |
|
|
2024
Q3 | $1.59M | Sell |
2,717
-2,053
| -43% | -$1.2M | 0.4% | 75 |
|
|
2024
Q2 | $2.43M | Buy |
4,770
+49
| +1% | +$25K | 0.65% | 41 |
|
|
2024
Q1 | $2.34M | Buy |
4,721
+59
| +1% | +$29.2K | 0.64% | 42 |
|
|
2023
Q4 | $2.45M | Buy |
4,662
+40
| +0.9% | +$21.1K | 0.73% | 39 |
|
|
2023
Q3 | $2.33M | Sell |
4,622
-31
| -0.7% | -$15.6K | 0.76% | 37 |
|
|
2023
Q2 | $2.24M | Buy |
4,653
+108
| +2% | +$51.9K | 0.68% | 41 |
|
|
2023
Q1 | $2.15M | Buy |
4,545
+180
| +4% | +$85.1K | 0.7% | 40 |
|
|
2022
Q4 | $2.31M | Sell |
4,365
-37
| -0.8% | -$19.6K | 0.79% | 35 |
|
|
2022
Q3 | $2.22M | Sell |
4,402
-865
| -16% | -$437K | 0.85% | 32 |
|
|
2022
Q2 | $2.71M | Buy |
5,267
+47
| +0.9% | +$24.1K | 0.69% | 41 |
|
|
2022
Q1 | $2.66M | Buy |
5,220
+3,618
| +226% | +$1.85M | 0.58% | 48 |
|
|
2021
Q4 | $804K | Sell |
1,602
-3,615
| -69% | -$1.82M | 0.75% | 39 |
|
|
2021
Q3 | $2.04M | Buy |
5,217
+237
| +5% | +$92.6K | 0.48% | 55 |
|
|
2021
Q2 | $1.99M | Buy |
4,980
+315
| +7% | +$126K | 0.47% | 58 |
|
|
2021
Q1 | $1.74M | Buy |
4,665
+317
| +7% | +$118K | 0.45% | 67 |
|
|
2020
Q4 | $1.53M | Buy |
+4,348
| New | +$1.53M | 0.43% | 70 |
|