McElhenny Sheffield Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Buy |
1,603
+570
| +55% | +$178K | 0.13% | 50 |
|
|
2025
Q1 | $541K | Hold |
1,033
| – | – | 0.2% | 42 |
|
|
2024
Q4 | $523K | Hold |
1,033
| – | – | 0.18% | 45 |
|
|
2024
Q3 | $604K | Sell |
1,033
-915
| -47% | -$535K | 0.2% | 36 |
|
|
2024
Q2 | $992K | Sell |
1,948
-66
| -3% | -$33.6K | 0.34% | 21 |
|
|
2024
Q1 | $996K | Buy |
2,014
+6
| +0.3% | +$2.97K | 0.35% | 22 |
|
|
2023
Q4 | $1.06M | Buy |
2,008
+986
| +96% | +$519K | 0.43% | 20 |
|
|
2023
Q3 | $515K | Hold |
1,022
| – | – | 0.26% | 49 |
|
|
2023
Q2 | $491K | Sell |
1,022
-336
| -25% | -$161K | 0.21% | 51 |
|
|
2023
Q1 | $642K | Buy |
1,358
+41
| +3% | +$19.4K | 0.34% | 53 |
|
|
2022
Q4 | $698K | Buy |
1,317
+21
| +2% | +$11.1K | 0.32% | 46 |
|
|
2022
Q3 | $655K | Sell |
1,296
-1
| -0.1% | -$505 | 0.5% | 41 |
|
|
2022
Q2 | $666K | Buy |
1,297
+32
| +3% | +$16.4K | 0.31% | 47 |
|
|
2022
Q1 | $645K | Hold |
1,265
| – | – | 0.23% | 61 |
|
|
2021
Q4 | $635K | Hold |
1,265
| – | – | 0.24% | 60 |
|
|
2021
Q3 | $494K | Buy |
+1,265
| New | +$494K | 0.22% | 69 |
|