Northcape Wealth 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 | $2.6M | Buy |
8,347
+3,944
| +90% | +$1.23M | 0.79% | 40 |
|
|
2025
Q1 | $2.31M | Buy |
4,403
+58
| +1% | +$30.4K | 0.74% | 44 |
|
|
2024
Q4 | $2.2M | Buy |
4,345
+37
| +0.9% | +$18.7K | 0.71% | 46 |
|
|
2024
Q3 | $2.52M | Buy |
4,308
+31
| +0.7% | +$18.1K | 0.83% | 43 |
|
|
2024
Q2 | $2.18M | Buy |
4,277
+142
| +3% | +$72.3K | 0.78% | 44 |
|
|
2024
Q1 | $2.05M | Buy |
4,135
+23
| +0.6% | +$11.4K | 0.75% | 46 |
|
|
2023
Q4 | $2.16M | Sell |
4,112
-4
| -0.1% | -$2.11K | 0.78% | 47 |
|
|
2023
Q3 | $2.08M | Buy |
4,116
+47
| +1% | +$23.7K | 0.79% | 46 |
|
|
2023
Q2 | $1.96M | Buy |
4,069
+68
| +2% | +$32.7K | 0.71% | 51 |
|
|
2023
Q1 | $1.89M | Buy |
4,001
+438
| +12% | +$207K | 0.68% | 52 |
|
|
2022
Q4 | $1.89M | Sell |
3,563
-1,753
| -33% | -$929K | 1.05% | 44 |
|
|
2022
Q3 | $2.69M | Buy |
5,316
+544
| +11% | +$275K | 0.96% | 37 |
|
|
2022
Q2 | $2.45M | Sell |
4,772
-628
| -12% | -$323K | 0.94% | 35 |
|
|
2022
Q1 | $2.75M | Buy |
5,400
+657
| +14% | +$335K | 0.8% | 42 |
|
|
2021
Q4 | $2.38M | Buy |
+4,743
| New | +$2.38M | 0.8% | 43 |
|