&Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.6M | Buy |
133,418
+35,237
| +36% | +$11M | 0.32% | 62 |
|
|
2025
Q1 | $50.6M | Sell |
98,181
-13,311
| -12% | -$6.86M | 0.54% | 37 |
|
|
2024
Q4 | $57M | Buy |
111,492
+46,667
| +72% | +$23.8M | 0.68% | 19 |
|
|
2024
Q3 | $37.9M | Buy |
64,825
+38,209
| +144% | +$22.3M | 0.73% | 14 |
|
|
2024
Q2 | $13.6M | Buy |
26,616
+21,812
| +454% | +$11.1M | 0.59% | 29 |
|
|
2024
Q1 | $2.36M | Buy |
4,804
+820
| +21% | +$403K | 0.32% | 61 |
|
|
2023
Q4 | $2.13M | Buy |
3,984
+2,764
| +227% | +$1.48M | 0.52% | 48 |
|
|
2023
Q3 | $615K | Buy |
1,220
+67
| +6% | +$33.8K | 0.29% | 67 |
|
|
2023
Q2 | $554K | Buy |
1,153
+150
| +15% | +$72.1K | 0.25% | 75 |
|
|
2023
Q1 | $474K | Sell |
1,003
-55
| -5% | -$26K | 0.23% | 89 |
|
|
2022
Q4 | $561K | Sell |
1,058
-286
| -21% | -$152K | 0.28% | 72 |
|
|
2022
Q3 | $679K | Buy |
1,344
+66
| +5% | +$33.3K | 0.39% | 57 |
|
|
2022
Q2 | $656K | Buy |
1,278
+595
| +87% | +$305K | 0.38% | 63 |
|
|
2022
Q1 | $348K | Buy |
683
+51
| +8% | +$26K | 0.2% | 112 |
|
|
2021
Q4 | $317K | Hold |
632
| – | – | 0.19% | 120 |
|
|
2021
Q3 | $247K | Hold |
632
| – | – | 0.16% | 146 |
|
|
2021
Q2 | $253K | Buy |
632
+6
| +1% | +$2.4K | 0.16% | 140 |
|
|
2021
Q1 | $233K | Sell |
626
-85
| -12% | -$31.6K | 0.17% | 132 |
|
|
2020
Q4 | $249K | Hold |
711
| – | – | 0.21% | 107 |
|
|
2020
Q3 | $222K | Buy |
+711
| New | +$222K | 0.23% | 108 |
|