Muhlenkamp & Co’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 |
-25,045
| Closed | -$13.1M | – | 27 |
|
|
2025
Q1 | $13.1M | Sell |
25,045
-220
| -0.9% | -$115K | 4.29% | 12 |
|
|
2024
Q4 | $12.8M | Buy |
25,265
+56
| +0.2% | +$28.3K | 3.88% | 10 |
|
|
2024
Q3 | $14.7M | Sell |
25,209
-7
| -0% | -$4.09K | 4.52% | 8 |
|
|
2024
Q2 | $12.8M | Buy |
25,216
+11
| +0% | +$5.6K | 4.01% | 12 |
|
|
2024
Q1 | $12.5M | Buy |
25,205
+286
| +1% | +$141K | 3.62% | 13 |
|
|
2023
Q4 | $13.1M | Buy |
24,919
+181
| +0.7% | +$95.3K | 4.29% | 10 |
|
|
2023
Q3 | $12.5M | Buy |
24,738
+8
| +0% | +$4.03K | 4.3% | 9 |
|
|
2023
Q2 | $11.9M | Buy |
+24,730
| New | +$11.9M | 4.21% | 10 |
|
|
2022
Q4 | $13.1M | Buy |
24,755
+19
| +0.1% | +$10.1K | 5.56% | 6 |
|
|
2022
Q3 | $12.5M | Buy |
24,736
+212
| +0.9% | +$107K | 5.58% | 4 |
|
|
2022
Q2 | $12.6M | Buy |
24,524
+43
| +0.2% | +$22.1K | 5.9% | 3 |
|
|
2022
Q1 | $12.5M | Buy |
24,481
+85
| +0.3% | +$43.3K | 4.35% | 7 |
|
|
2021
Q4 | $12.3M | Sell |
24,396
-16
| -0.1% | -$8.03K | 4.27% | 9 |
|
|
2021
Q3 | $9.54M | Sell |
24,412
-41
| -0.2% | -$16K | 3.66% | 12 |
|
|
2021
Q2 | $9.79M | Buy |
24,453
+41
| +0.2% | +$16.4K | 3.59% | 16 |
|
|
2021
Q1 | $10.3M | Buy |
24,412
+34
| +0.1% | +$14.3K | 3.81% | 13 |
|
|
2020
Q4 | $8.55M | Buy |
24,378
+144
| +0.6% | +$50.5K | 3.44% | 13 |
|
|
2020
Q3 | $7.56M | Buy |
24,234
+187
| +0.8% | +$58.3K | 3.91% | 12 |
|
|
2020
Q2 | $7.09M | Buy |
+24,047
| New | +$7.09M | 3.79% | 11 |
|
|
2019
Q4 | $3.05M | Buy |
10,369
+47
| +0.5% | +$13.8K | 1.33% | 29 |
|
|
2019
Q3 | $2.24M | Sell |
10,322
-19,562
| -65% | -$4.25M | 1.09% | 28 |
|
|
2019
Q2 | $7.29M | Sell |
29,884
-20,590
| -41% | -$5.02M | 3.55% | 14 |
|
|
2019
Q1 | $12.5M | Buy |
+50,474
| New | +$12.5M | 5.91% | 2 |
|
|
2018
Q3 | $15.5M | Sell |
58,221
-270
| -0.5% | -$71.8K | 6.63% | 4 |
|
|
2018
Q2 | $14.4M | Hold |
58,491
| – | – | 5.48% | 4 |
|
|
2018
Q1 | $12.5M | Buy |
58,491
+731
| +1% | +$156K | 4.54% | 7 |
|
|
2017
Q4 | $12.7M | Sell |
57,760
-939
| -2% | -$207K | 3.76% | 7 |
|
|
2017
Q3 | $11.5M | Sell |
58,699
-325
| -0.6% | -$63.7K | 3.62% | 8 |
|
|
2017
Q2 | $10.9M | Buy |
59,024
+4
| +0% | +$742 | 3.43% | 9 |
|
|
2017
Q1 | $9.68M | Sell |
59,020
-75
| -0.1% | -$12.3K | 2.97% | 12 |
|
|
2016
Q4 | $9.46M | Sell |
59,095
-565
| -0.9% | -$90.4K | 2.99% | 14 |
|
|
2016
Q3 | $8.35M | Sell |
59,660
-560
| -0.9% | -$78.4K | 3.15% | 11 |
|
|
2016
Q2 | $8.5M | Sell |
60,220
-260
| -0.4% | -$36.7K | 3.32% | 13 |
|
|
2016
Q1 | $7.8M | Buy |
+60,480
| New | +$7.8M | 3.18% | 12 |
|