Mitchell Sinkler & Starr’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
1,420
-142
| -9% | -$44.3K | 0.21% | 99 |
|
|
2025
Q1 | $818K | Sell |
1,562
-5
| -0.3% | -$2.62K | 0.23% | 70 |
|
|
2024
Q4 | $793K | Buy |
1,567
+30
| +2% | +$15.2K | 0.21% | 75 |
|
|
2024
Q3 | $899K | Buy |
1,537
+148
| +11% | +$86.5K | 0.23% | 75 |
|
|
2024
Q2 | $784K | Buy |
1,389
+261
| +23% | +$147K | 0.2% | 79 |
|
|
2024
Q1 | $558K | Sell |
1,128
-264
| -19% | -$131K | 0.14% | 104 |
|
|
2023
Q4 | $733K | Buy |
1,392
+150
| +12% | +$79K | 0.13% | 114 |
|
|
2023
Q3 | $626K | Buy |
1,242
+182
| +17% | +$91.8K | 0.19% | 72 |
|
|
2023
Q2 | $509K | Buy |
1,060
+30
| +3% | +$14.4K | 0.14% | 92 |
|
|
2023
Q1 | $487K | Buy |
1,030
+33
| +3% | +$15.6K | 0.14% | 92 |
|
|
2022
Q4 | $529K | Buy |
997
+90
| +10% | +$47.7K | 0.17% | 91 |
|
|
2022
Q3 | $458K | Buy |
907
+97
| +12% | +$49K | 0.18% | 79 |
|
|
2022
Q2 | $416K | Hold |
810
| – | – | 0.15% | 82 |
|
|
2022
Q1 | $413K | Buy |
810
+400
| +98% | +$204K | 0.13% | 90 |
|
|
2021
Q4 | $206K | Buy |
+410
| New | +$206K | 0.06% | 119 |
|