McElhenny Sheffield Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $415K | Sell |
|
|||||
|
2025
Q2 | $500K | Buy |
|
|||||
|
2025
Q1 | $541K | Hold |
|
|||||
|
2024
Q4 | $523K | Hold |
|
|||||
|
2024
Q3 | $604K | Sell |
|
|||||
|
2024
Q2 | $992K | Sell |
|
|||||
|
2024
Q1 | $996K | Buy |
|
|||||
|
2023
Q4 | $1.06M | Buy |
|
|||||
|
2023
Q3 | $515K | Hold |
|
|||||
|
2023
Q2 | $491K | Sell |
|
|||||
|
2023
Q1 | $642K | Buy |
|
|||||
|
2022
Q4 | $698K | Buy |
|
|||||
|
2022
Q3 | $655K | Sell |
|
|||||
|
2022
Q2 | $666K | Buy |
|
|||||
|
2022
Q1 | $645K | Hold |
|
|||||
|
2021
Q4 | $635K | Hold |
|
|||||
|
2021
Q3 | $494K | Buy |
|