Naples Global Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.43M | Sell |
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|
2025
Q2 | $5.25M | Buy |
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|
2025
Q1 | $8.03M | Buy |
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|
2024
Q4 | $7.32M | Buy |
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|
2024
Q3 | $8.21M | Sell |
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|
2024
Q2 | $7.17M | Buy |
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|
2024
Q1 | $6.72M | Buy |
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|
2023
Q4 | $6.45M | Sell |
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|
2023
Q3 | $6.27M | Buy |
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|
2023
Q2 | $5.93M | Buy |
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|
2023
Q1 | $5.59M | Buy |
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|
2022
Q4 | $6.1M | Sell |
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|
2022
Q3 | $5.9M | Buy |
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|
2022
Q2 | $5.95M | Buy |
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|
2022
Q1 | $5.85M | Buy |
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|
2021
Q4 | $5.71M | Buy |
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|
2021
Q3 | $4.3M | Buy |
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|
2021
Q2 | $4.41M | Sell |
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|
2021
Q1 | $4.11M | Sell |
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|
2020
Q4 | $3.92M | Sell |
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|
2020
Q3 | $3.51M | Buy |
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|
2020
Q2 | $3.25M | Buy |
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|
2020
Q1 | $2.72M | Buy |
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|
2019
Q4 | $3.19M | Buy |
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|
2019
Q3 | $2.34M | Buy |
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|
2019
Q2 | $2.47M | Buy |
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|
2019
Q1 | $2.41M | Buy |
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|
2018
Q4 | $2.24M | Buy |
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|
2018
Q3 | $2.24M | Sell |
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|
2018
Q2 | $2.13M | Sell |
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|
2018
Q1 | $1.97M | Buy |
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|
2017
Q4 | $1.98M | Buy |
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|
2017
Q3 | $1.69M | Buy |
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|
2017
Q2 | $1.57M | Buy |
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|
2017
Q1 | $1.33M | Buy |
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|
2016
Q4 | $303K | Sell |
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|
2016
Q3 | $272K | Buy |
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|
2016
Q2 | $256K | Sell |
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|
2016
Q1 | $337K | Buy |
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