Neo Ivy Capital 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 | – | Sell |
-1,064
| Closed | -$557K | – | 483 |
|
|
2025
Q1 | $557K | Buy |
+1,064
| New | +$557K | 0.18% | 182 |
|
|
2023
Q3 | – | Sell |
-5,727
| Closed | -$2.75M | – | 460 |
|
|
2023
Q2 | $2.75M | Buy |
+5,727
| New | +$2.75M | 1.45% | 13 |
|
|
2022
Q2 | – | Sell |
-992
| Closed | -$506K | – | 620 |
|
|
2022
Q1 | $506K | Buy |
992
+828
| +505% | +$422K | 0.46% | 69 |
|
|
2021
Q4 | $82K | Buy |
+164
| New | +$82K | 0.12% | 239 |
|
|
2020
Q4 | – | Sell |
-969
| Closed | -$302K | – | 584 |
|
|
2020
Q3 | $302K | Buy |
+969
| New | +$302K | 0.31% | 119 |
|
|
2019
Q1 | – | Sell |
-956
| Closed | -$238K | – | 400 |
|
|
2018
Q4 | $238K | Buy |
+956
| New | +$238K | 0.19% | 204 |
|