Moseley Investment 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 | $584K | Sell |
1,873
-650
| -26% | -$203K | 0.2% | 84 |
|
|
2025
Q1 | $1.32M | Sell |
2,523
-9
| -0.4% | -$4.71K | 0.52% | 51 |
|
|
2024
Q4 | $1.28M | Sell |
2,532
-49
| -2% | -$24.8K | 0.5% | 49 |
|
|
2024
Q3 | $1.51M | Buy |
2,581
+136
| +6% | +$79.5K | 0.6% | 43 |
|
|
2024
Q2 | $1.25M | Buy |
2,445
+30
| +1% | +$15.3K | 0.58% | 45 |
|
|
2024
Q1 | $1.19M | Buy |
2,415
+302
| +14% | +$149K | 0.59% | 45 |
|
|
2023
Q4 | $1.11M | Buy |
2,113
+1,380
| +188% | +$727K | 0.62% | 43 |
|
|
2023
Q3 | $370K | Buy |
733
+3
| +0.4% | +$1.51K | 0.22% | 95 |
|
|
2023
Q2 | $351K | Buy |
730
+10
| +1% | +$4.81K | 0.2% | 99 |
|
|
2023
Q1 | $340K | Buy |
720
+39
| +6% | +$18.4K | 0.22% | 100 |
|
|
2022
Q4 | $361K | Hold |
681
| – | – | 0.26% | 89 |
|
|
2022
Q3 | $344K | Hold |
681
| – | – | 0.25% | 93 |
|
|
2022
Q2 | $350K | Hold |
681
| – | – | 0.24% | 97 |
|
|
2022
Q1 | $347K | Hold |
681
| – | – | 0.19% | 119 |
|
|
2021
Q4 | $342K | Hold |
681
| – | – | 0.16% | 136 |
|
|
2021
Q3 | $267K | Hold |
681
| – | – | 0.13% | 147 |
|
|
2021
Q2 | $273K | Hold |
681
| – | – | 0.13% | 148 |
|
|
2021
Q1 | $253K | Buy |
681
+4
| +0.6% | +$1.49K | 0.14% | 147 |
|
|
2020
Q4 | $237K | Buy |
+677
| New | +$237K | 0.14% | 138 |
|
|
2019
Q3 | – | Sell |
-908
| Closed | -$222K | – | 126 |
|
|
2019
Q2 | $222K | Hold |
908
| – | – | 0.21% | 117 |
|
|
2019
Q1 | $225K | Buy |
+908
| New | +$225K | 0.23% | 116 |
|