NPPM
North Point Portfolio Managers’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Sell |
24,323
-458
| -2% | -$143K | 1.3% | 36 |
|
|
2025
Q1 | $13M | Buy |
24,781
+7
| +0% | +$3.67K | 2.28% | 20 |
|
|
2024
Q4 | $12.5M | Sell |
24,774
-822
| -3% | -$416K | 2.18% | 22 |
|
|
2024
Q3 | $15M | Sell |
25,596
-245
| -0.9% | -$143K | 2.4% | 15 |
|
|
2024
Q2 | $13.2M | Sell |
25,841
-297
| -1% | -$151K | 2.32% | 21 |
|
|
2024
Q1 | $12.9M | Sell |
26,138
-10,306
| -28% | -$5.1M | 2.19% | 24 |
|
|
2023
Q4 | $19.2M | Sell |
36,444
-430
| -1% | -$226K | 3.5% | 6 |
|
|
2023
Q3 | $18.6M | Sell |
36,874
-254
| -0.7% | -$128K | 3.8% | 4 |
|
|
2023
Q2 | $17.8M | Sell |
37,128
-11,167
| -23% | -$5.37M | 3.53% | 7 |
|
|
2023
Q1 | $22.8M | Sell |
48,295
-127
| -0.3% | -$60K | 3.63% | 5 |
|
|
2022
Q4 | $25.7M | Buy |
48,422
+242
| +0.5% | +$128K | 4.31% | 2 |
|
|
2022
Q3 | $24.3M | Sell |
48,180
-610
| -1% | -$308K | 4.54% | 2 |
|
|
2022
Q2 | $25.1M | Sell |
48,790
-754
| -2% | -$387K | 4.39% | 2 |
|
|
2022
Q1 | $25.3M | Sell |
49,544
-47
| -0.1% | -$24K | 3.72% | 5 |
|
|
2021
Q4 | $24.9M | Sell |
49,591
-2,013
| -4% | -$1.01M | 3.26% | 8 |
|
|
2021
Q3 | $20.2M | Sell |
51,604
-1,653
| -3% | -$646K | 2.83% | 16 |
|
|
2021
Q2 | $21.3M | Sell |
53,257
-229
| -0.4% | -$91.7K | 2.94% | 13 |
|
|
2021
Q1 | $19.9M | Sell |
53,486
-669
| -1% | -$249K | 2.88% | 12 |
|
|
2020
Q4 | $19M | Sell |
54,155
-630
| -1% | -$221K | 2.86% | 12 |
|
|
2020
Q3 | $17.1M | Sell |
54,785
-471
| -0.9% | -$147K | 2.91% | 11 |
|
|
2020
Q2 | $16.3M | Sell |
55,256
-2,126
| -4% | -$627K | 2.94% | 12 |
|
|
2020
Q1 | $14.3M | Sell |
57,382
-1,015
| -2% | -$253K | 3.1% | 10 |
|
|
2019
Q4 | $17.2M | Sell |
58,397
-230
| -0.4% | -$67.6K | 2.92% | 11 |
|
|
2019
Q3 | $12.7M | Buy |
58,627
+2,288
| +4% | +$497K | 2.33% | 17 |
|
|
2019
Q2 | $13.7M | Buy |
+56,339
| New | +$13.7M | 2.52% | 15 |
|