Next 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
$389K Buy
1,246
+732
+142% +$228K 0.14% 94
2025
Q1
$269K Buy
+514
New +$269K 0.13% 102
2019
Q3
Sell
-252
Closed -$61K 783
2019
Q2
$61K Buy
+252
New +$61K 0.04% 147