Napean Trading & Investment Company’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 |
-20,488
| Closed | -$10.7M | – | 38 |
|
|
2025
Q1 | $10.7M | Sell |
20,488
-19,675
| -49% | -$10.3M | 3.13% | 11 |
|
|
2024
Q4 | $20.3M | Hold |
40,163
| – | – | 5.03% | 4 |
|
|
2024
Q3 | $23.5M | Hold |
40,163
| – | – | 5.73% | 2 |
|
|
2024
Q2 | $20.5M | Buy |
40,163
+2,767
| +7% | +$1.41M | 4.87% | 5 |
|
|
2024
Q1 | $18.5M | Buy |
37,396
+11,162
| +43% | +$5.52M | 4.52% | 7 |
|
|
2023
Q4 | $13.8M | Buy |
+26,234
| New | +$13.8M | 3.73% | 8 |
|