McRae Capital Management’s UnitedHealth UNH Stock Holding History

McRae Capital Management’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.31M	Sell	23,424 -6,733	-22%	-$2.1M	1.5%	26
2025 Q1	$15.8M	Buy	30,157 +2,395	+9%	+$1.25M	3.33%	11
2024 Q4	$14M	Buy	27,762 +85	+0.3%	+$43K	2.75%	17
2024 Q3	$16.2M	Sell	27,677 -450	-2%	-$263K	3.16%	12
2024 Q2	$14.3M	Buy	28,127 +1,570	+6%	+$800K	3.27%	13
2024 Q1	$13.1M	Buy	26,557 +2,555	+11%	+$1.26M	2.88%	16
2023 Q4	$12.6M	Buy	24,002 +2,190	+10%	+$1.15M	3.16%	16
2023 Q3	$11M	Buy	21,812 +13,067	+149%	+$6.59M	3.26%	15
2023 Q2	$4.2M	Buy	8,745 +7,770	+797%	+$3.73M	1.19%	26
2023 Q1	$461K	Hold	975	–	–	0.13%	61
2022 Q4	$517K	Hold	975	–	–	0.15%	60
2022 Q3	$492K	Hold	975	–	–	0.15%	59
2022 Q2	$501K	Hold	975	–	–	0.14%	61
2022 Q1	$497K	Hold	975	–	–	0.11%	67
2021 Q4	$490K	Buy	975 +125	+15%	+$62.8K	0.1%	69
2021 Q3	$332K	Hold	850	–	–	0.07%	83
2021 Q2	$340K	Sell	850 -50	-6%	-$20K	0.08%	83
2021 Q1	$335K	Hold	900	–	–	0.08%	76
2020 Q4	$316K	Hold	900	–	–	0.09%	75
2020 Q3	$281K	Hold	900	–	–	0.09%	78
2020 Q2	$265K	Hold	900	–	–	0.1%	75
2020 Q1	$224K	Sell	900 -100	-10%	-$24.9K	0.11%	75
2019 Q4	$294K	Sell	1,000 -600	-38%	-$176K	0.11%	75
2019 Q3	$348K	Hold	1,600	–	–	0.14%	71
2019 Q2	$390K	Hold	1,600	–	–	0.16%	66
2019 Q1	$396K	Sell	1,600 -50	-3%	-$12.4K	0.16%	65
2018 Q4	$411K	Hold	1,650	–	–	0.21%	56
2018 Q3	$439K	Hold	1,650	–	–	0.19%	59
2018 Q2	$405K	Sell	1,650 -35	-2%	-$8.59K	0.17%	67
2018 Q1	$361K	Hold	1,685	–	–	0.16%	65
2017 Q4	$371K	Sell	1,685 -40	-2%	-$8.81K	0.16%	66
2017 Q3	$338K	Sell	1,725 -400	-19%	-$78.4K	0.15%	72
2017 Q2	$394K	Hold	2,125	–	–	0.16%	61
2017 Q1	$349K	Sell	2,125 -500	-19%	-$82.1K	0.14%	67
2016 Q4	$420K	Hold	2,625	–	–	0.19%	61
2016 Q3	$367K	Hold	2,625	–	–	0.17%	70
2016 Q2	$371K	Buy	2,625 +250	+11%	+$35.3K	0.17%	65
2016 Q1	$306K	Buy	2,375 +575	+32%	+$74.1K	0.14%	73
2015 Q4	$212K	Buy	+1,800	New	+$212K	0.1%	73