Milestone Resources Group’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 |
-225,114
| Closed | -$118M | – | 20 |
|
|
2025
Q1 | $118M | Hold |
225,114
| – | – | 6.25% | 8 |
|
|
2024
Q4 | $114M | Hold |
225,114
| – | – | 3.77% | 11 |
|
|
2024
Q3 | $132M | Hold |
225,114
| – | – | 4.58% | 9 |
|
|
2024
Q2 | $115M | Sell |
225,114
-835
| -0.4% | -$425K | 3.93% | 9 |
|
|
2024
Q1 | $112M | Sell |
225,949
-24
| -0% | -$11.9K | 3.93% | 10 |
|
|
2023
Q4 | $119M | Hold |
225,973
| – | – | 4.89% | 11 |
|
|
2023
Q3 | $114M | Hold |
225,973
| – | – | 5.59% | 7 |
|
|
2023
Q2 | $109M | Buy |
225,973
+5,959
| +3% | +$2.86M | 5.3% | 8 |
|
|
2023
Q1 | $104M | Sell |
220,014
-178
| -0.1% | -$84.1K | 5.82% | 6 |
|
|
2022
Q4 | $117M | Hold |
220,192
| – | – | 7.11% | 5 |
|
|
2022
Q3 | $111M | Hold |
220,192
| – | – | 7.02% | 4 |
|
|
2022
Q2 | $113M | Hold |
220,192
| – | – | 6.71% | 5 |
|
|
2022
Q1 | $112M | Sell |
220,192
-1,014
| -0.5% | -$517K | 5.38% | 7 |
|
|
2021
Q4 | $111M | Hold |
221,206
| – | – | 4.55% | 13 |
|
|
2021
Q3 | $86.4M | Buy |
221,206
+237
| +0.1% | +$92.6K | 3.91% | 17 |
|
|
2021
Q2 | $88.5M | Buy |
220,969
+40,474
| +22% | +$16.2M | 4.96% | 12 |
|
|
2021
Q1 | $67.2M | Buy |
180,495
+37,827
| +27% | +$14.1M | 5.22% | 11 |
|
|
2020
Q4 | $50M | Buy |
142,668
+105,717
| +286% | +$37.1M | 4.5% | 11 |
|
|
2020
Q3 | $11.5M | Buy |
36,951
+36,565
| +9,473% | +$11.4M | 3.34% | 15 |
|
|
2020
Q2 | $114K | Sell |
386
-178,329
| -100% | -$52.7M | 0.16% | 9 |
|
|
2020
Q1 | $44.6M | Hold |
178,715
| – | – | 5.94% | 9 |
|
|
2019
Q4 | $52.5M | Buy |
+178,715
| New | +$52.5M | 6.3% | 8 |
|
|
2019
Q1 | – | Sell |
-402,840
| Closed | -$100M | – | 12 |
|
|
2018
Q4 | $100M | Buy |
402,840
+266
| +0.1% | +$66.3K | 9.36% | 3 |
|
|
2018
Q3 | $107M | Buy |
402,574
+137,775
| +52% | +$36.7M | 8.89% | 5 |
|
|
2018
Q2 | $65M | Hold |
264,799
| – | – | 6.9% | 7 |
|
|
2018
Q1 | $56.7M | Sell |
264,799
-1,728
| -0.6% | -$370K | 6.82% | 8 |
|
|
2017
Q4 | $58.8M | Buy |
+266,527
| New | +$58.8M | 7.36% | 7 |
|