Poehling Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.11M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $377K | Buy |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $215K | Hold |
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|
2021
Q2 | $220K | Hold |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $243K | Sell |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $263K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $206K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $158K | Hold |
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|
2018
Q1 | $138K | Buy |
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|
2017
Q4 | $121K | Buy |
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