Patron 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 | $806K | Buy |
2,583
+523
| +25% | +$163K | 0.4% | 74 |
|
|
2025
Q1 | $1.08M | Buy |
2,060
+78
| +4% | +$40.9K | 0.58% | 45 |
|
|
2024
Q4 | $1M | Buy |
1,982
+1
| +0.1% | +$506 | 0.54% | 51 |
|
|
2024
Q3 | $1.16M | Sell |
1,981
-24
| -1% | -$14K | 0.64% | 41 |
|
|
2024
Q2 | $1.02M | Buy |
2,005
+48
| +2% | +$24.4K | 0.6% | 39 |
|
|
2024
Q1 | $968K | Sell |
1,957
-52
| -3% | -$25.7K | 0.59% | 41 |
|
|
2023
Q4 | $1.06M | Buy |
2,009
+39
| +2% | +$20.5K | 0.7% | 37 |
|
|
2023
Q3 | $993K | Sell |
1,970
-7
| -0.4% | -$3.53K | 0.73% | 35 |
|
|
2023
Q2 | $950K | Buy |
1,977
+84
| +4% | +$40.4K | 0.67% | 36 |
|
|
2023
Q1 | $895K | Buy |
1,893
+26
| +1% | +$12.3K | 0.66% | 36 |
|
|
2022
Q4 | $990K | Sell |
1,867
-2
| -0.1% | -$1.06K | 0.74% | 30 |
|
|
2022
Q3 | $944K | Buy |
1,869
+63
| +3% | +$31.8K | 0.78% | 30 |
|
|
2022
Q2 | $928K | Buy |
1,806
+40
| +2% | +$20.6K | 0.74% | 31 |
|
|
2022
Q1 | $900K | Buy |
1,766
+40
| +2% | +$20.4K | 0.61% | 38 |
|
|
2021
Q4 | $867K | Buy |
1,726
+151
| +10% | +$75.9K | 0.57% | 41 |
|
|
2021
Q3 | $615K | Buy |
1,575
+45
| +3% | +$17.6K | 0.45% | 61 |
|
|
2021
Q2 | $612K | Sell |
1,530
-110
| -7% | -$44K | 0.46% | 59 |
|
|
2021
Q1 | $610K | Buy |
1,640
+323
| +25% | +$120K | 0.52% | 52 |
|
|
2020
Q4 | $462K | Buy |
+1,317
| New | +$462K | 0.45% | 60 |
|