NorthCrest Asset Manangement’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.29M | Buy |
23,639
+2,068
| +10% | +$638K | 0.2% | 116 |
|
|
2025
Q1 | $11.3M | Buy |
21,571
+1,811
| +9% | +$949K | 0.34% | 87 |
|
|
2024
Q4 | $10M | Buy |
19,760
+1,427
| +8% | +$722K | 0.3% | 92 |
|
|
2024
Q3 | $10.7M | Buy |
18,333
+595
| +3% | +$348K | 0.32% | 87 |
|
|
2024
Q2 | $9.03M | Buy |
17,738
+465
| +3% | +$237K | 0.3% | 92 |
|
|
2024
Q1 | $8.55M | Buy |
17,273
+1,253
| +8% | +$620K | 0.29% | 101 |
|
|
2023
Q4 | $8.43M | Buy |
16,020
+517
| +3% | +$272K | 0.32% | 95 |
|
|
2023
Q3 | $7.82M | Buy |
15,503
+438
| +3% | +$221K | 0.32% | 97 |
|
|
2023
Q2 | $7.24M | Buy |
15,065
+1,379
| +10% | +$663K | 0.29% | 107 |
|
|
2023
Q1 | $6.47M | Buy |
13,686
+11,822
| +634% | +$5.59M | 0.27% | 113 |
|
|
2022
Q4 | $988K | Buy |
1,864
+1,217
| +188% | +$645K | 0.06% | 192 |
|
|
2022
Q3 | $327K | Buy |
647
+100
| +18% | +$50.5K | 0.02% | 365 |
|
|
2022
Q2 | $281K | Buy |
547
+29
| +6% | +$14.9K | 0.01% | 381 |
|
|
2022
Q1 | $264K | Buy |
518
+45
| +10% | +$22.9K | 0.01% | 370 |
|
|
2021
Q4 | $238K | Buy |
+473
| New | +$238K | 0.01% | 385 |
|