Mendel 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 | – | Sell |
-1,075
| Closed | -$563K | – | 101 |
|
|
2025
Q1 | $563K | Buy |
1,075
+60
| +6% | +$31.4K | 0.34% | 59 |
|
|
2024
Q4 | $514K | Sell |
1,015
-134
| -12% | -$67.8K | 0.31% | 60 |
|
|
2024
Q3 | $672K | Buy |
1,149
+33
| +3% | +$19.3K | 0.41% | 52 |
|
|
2024
Q2 | $568K | Buy |
1,116
+8
| +0.7% | +$4.07K | 0.37% | 57 |
|
|
2024
Q1 | $548K | Sell |
1,108
-129
| -10% | -$63.8K | 0.36% | 56 |
|
|
2023
Q4 | $651K | Buy |
1,237
+49
| +4% | +$25.8K | 0.47% | 48 |
|
|
2023
Q3 | $599K | Buy |
1,188
+14
| +1% | +$7.06K | 0.49% | 48 |
|
|
2023
Q2 | $565K | Buy |
1,174
+2
| +0.2% | +$962 | 0.45% | 48 |
|
|
2023
Q1 | $554K | Buy |
1,172
+229
| +24% | +$108K | 0.5% | 42 |
|
|
2022
Q4 | $500K | Buy |
943
+95
| +11% | +$50.3K | 0.52% | 41 |
|
|
2022
Q3 | $428K | Buy |
848
+4
| +0.5% | +$2.02K | 0.5% | 41 |
|
|
2022
Q2 | $433K | Buy |
844
+58
| +7% | +$29.8K | 0.48% | 41 |
|
|
2022
Q1 | $401K | Buy |
786
+62
| +9% | +$31.6K | 0.38% | 48 |
|
|
2021
Q4 | $364K | Buy |
+724
| New | +$364K | 0.33% | 48 |
|