Michael J. Puzo’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Buy |
16,653
+670
| +4% | +$209K | 1.48% | 28 |
|
|
2025
Q1 | $8.37M | Buy |
15,983
+150
| +0.9% | +$78.6K | 2.4% | 20 |
|
|
2024
Q4 | $8.01M | Sell |
15,833
-804
| -5% | -$407K | 2.24% | 23 |
|
|
2024
Q3 | $9.73M | Buy |
16,637
+123
| +0.7% | +$71.9K | 2.54% | 20 |
|
|
2024
Q2 | $8.41M | Buy |
16,514
+957
| +6% | +$487K | 2.33% | 23 |
|
|
2024
Q1 | $7.7M | Buy |
15,557
+1,755
| +13% | +$868K | 2.13% | 24 |
|
|
2023
Q4 | $7.27M | Buy |
13,802
+1,012
| +8% | +$533K | 2.31% | 22 |
|
|
2023
Q3 | $6.45M | Buy |
12,790
+1,014
| +9% | +$511K | 2.19% | 24 |
|
|
2023
Q2 | $5.66M | Buy |
11,776
+160
| +1% | +$76.9K | 1.79% | 26 |
|
|
2023
Q1 | $5.49M | Buy |
11,616
+232
| +2% | +$110K | 1.83% | 24 |
|
|
2022
Q4 | $6.04M | Sell |
11,384
-80
| -0.7% | -$42.4K | 2.18% | 21 |
|
|
2022
Q3 | $5.79M | Buy |
11,464
+39
| +0.3% | +$19.7K | 2.2% | 22 |
|
|
2022
Q2 | $5.87M | Sell |
11,425
-45
| -0.4% | -$23.1K | 2.08% | 20 |
|
|
2022
Q1 | $5.85M | Sell |
11,470
-160
| -1% | -$81.6K | 1.76% | 26 |
|
|
2021
Q4 | $5.84M | Buy |
11,630
+200
| +2% | +$100K | 1.65% | 26 |
|
|
2021
Q3 | $4.47M | Buy |
11,430
+35
| +0.3% | +$13.7K | 1.42% | 31 |
|
|
2021
Q2 | $4.56M | Sell |
11,395
-150
| -1% | -$60.1K | 1.42% | 32 |
|
|
2021
Q1 | $4.3M | Buy |
11,545
+125
| +1% | +$46.5K | 1.37% | 31 |
|
|
2020
Q4 | $4.01M | Buy |
11,420
+295
| +3% | +$103K | 1.31% | 31 |
|
|
2020
Q3 | $3.47M | Buy |
11,125
+2,896
| +35% | +$903K | 1.23% | 33 |
|
|
2020
Q2 | $2.43M | Buy |
8,229
+4,024
| +96% | +$1.19M | 0.91% | 37 |
|
|
2020
Q1 | $1.05M | Buy |
+4,205
| New | +$1.05M | 0.46% | 41 |
|