Objective 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
Q1 | – | Sell |
-659
| Closed | -$334K | – | 134 |
|
|
2024
Q4 | $334K | Sell |
659
-148
| -18% | -$74.9K | 0.22% | 98 |
|
|
2024
Q3 | $472K | Buy |
+807
| New | +$472K | 0.28% | 74 |
|
|
2024
Q1 | $439K | Sell |
888
-5
| -0.6% | -$2.47K | 0.3% | 71 |
|
|
2023
Q4 | $470K | Sell |
893
-55
| -6% | -$29K | 0.36% | 61 |
|
|
2023
Q3 | $478K | Buy |
948
+1
| +0.1% | +$504 | 0.42% | 55 |
|
|
2023
Q2 | $455K | Sell |
947
-21
| -2% | -$10.1K | 0.4% | 55 |
|
|
2023
Q1 | $457K | Buy |
968
+29
| +3% | +$13.7K | 0.42% | 52 |
|
|
2022
Q4 | $498K | Buy |
939
+54
| +6% | +$28.6K | 0.49% | 50 |
|
|
2022
Q3 | $447K | Buy |
885
+13
| +1% | +$6.57K | 0.48% | 52 |
|
|
2022
Q2 | $448K | Buy |
872
+9
| +1% | +$4.62K | 0.45% | 52 |
|
|
2022
Q1 | $440K | Sell |
863
-8
| -0.9% | -$4.08K | 0.34% | 66 |
|
|
2021
Q4 | $437K | Buy |
+871
| New | +$437K | 0.31% | 69 |
|