Northstar Group’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 |
-628
| Closed | -$329K | – | 163 |
|
|
2025
Q1 | $329K | Buy |
628
+32
| +5% | +$16.8K | 0.05% | 120 |
|
|
2024
Q4 | $301K | Buy |
596
+13
| +2% | +$6.58K | 0.05% | 116 |
|
|
2024
Q3 | $341K | Hold |
583
| – | – | 0.06% | 117 |
|
|
2024
Q2 | $297K | Sell |
583
-46
| -7% | -$23.4K | 0.06% | 118 |
|
|
2024
Q1 | $311K | Hold |
629
| – | – | 0.06% | 121 |
|
|
2023
Q4 | $331K | Hold |
629
| – | – | 0.07% | 107 |
|
|
2023
Q3 | $317K | Hold |
629
| – | – | 0.08% | 112 |
|
|
2023
Q2 | $302K | Buy |
629
+39
| +7% | +$18.7K | 0.07% | 117 |
|
|
2023
Q1 | $279K | Sell |
590
-24
| -4% | -$11.3K | 0.07% | 119 |
|
|
2022
Q4 | $326K | Sell |
614
-40
| -6% | -$21.2K | 0.09% | 107 |
|
|
2022
Q3 | $330K | Hold |
654
| – | – | 0.1% | 108 |
|
|
2022
Q2 | $336K | Sell |
654
-71
| -10% | -$36.5K | 0.1% | 108 |
|
|
2022
Q1 | $370K | Sell |
725
-15
| -2% | -$7.66K | 0.09% | 110 |
|
|
2021
Q4 | $372K | Sell |
740
-25
| -3% | -$12.6K | 0.09% | 114 |
|
|
2021
Q3 | $298K | Hold |
765
| – | – | 0.08% | 127 |
|
|
2021
Q2 | $306K | Hold |
765
| – | – | 0.08% | 124 |
|
|
2021
Q1 | $285K | Buy |
765
+101
| +15% | +$37.6K | 0.08% | 125 |
|
|
2020
Q4 | $233K | Sell |
664
-45
| -6% | -$15.8K | 0.07% | 126 |
|
|
2020
Q3 | $221K | Hold |
709
| – | – | 0.08% | 125 |
|
|
2020
Q2 | $209K | Buy |
+709
| New | +$209K | 0.08% | 122 |
|
|
2020
Q1 | – | Sell |
-759
| Closed | -$223K | – | 130 |
|
|
2019
Q4 | $223K | Buy |
+759
| New | +$223K | 0.09% | 127 |
|
|
2019
Q2 | – | Sell |
-874
| Closed | -$216K | – | 135 |
|
|
2019
Q1 | $216K | Buy |
+874
| New | +$216K | 0.1% | 125 |
|
|
2018
Q4 | – | Sell |
-842
| Closed | -$224K | – | 127 |
|
|
2018
Q3 | $224K | Buy |
+842
| New | +$224K | 0.1% | 123 |
|