Presidio 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
Q2 | $545K | Sell |
1,747
-8
| -0.5% | -$2.5K | 0.21% | 34 |
|
|
2025
Q1 | $919K | Sell |
1,755
-8
| -0.5% | -$4.19K | 0.37% | 24 |
|
|
2024
Q4 | $892K | Buy |
1,763
+3
| +0.2% | +$1.52K | 0.48% | 22 |
|
|
2024
Q3 | $1.03M | Buy |
1,760
+62
| +4% | +$36.3K | 0.66% | 21 |
|
|
2024
Q2 | $865K | Sell |
1,698
-18
| -1% | -$9.17K | 0.6% | 23 |
|
|
2024
Q1 | $849K | Sell |
1,716
-157
| -8% | -$77.7K | 0.62% | 20 |
|
|
2023
Q4 | $986K | Sell |
1,873
-5
| -0.3% | -$2.63K | 0.77% | 17 |
|
|
2023
Q3 | $947K | Sell |
1,878
-99
| -5% | -$49.9K | 0.83% | 15 |
|
|
2023
Q2 | $950K | Hold |
1,977
| – | – | 0.76% | 19 |
|
|
2023
Q1 | $934K | Sell |
1,977
-160
| -7% | -$75.6K | 0.81% | 17 |
|
|
2022
Q4 | $1.13M | Sell |
2,137
-297
| -12% | -$157K | 1.03% | 14 |
|
|
2022
Q3 | $1.23M | Buy |
2,434
+17
| +0.7% | +$8.58K | 1.32% | 10 |
|
|
2022
Q2 | $1.24M | Hold |
2,417
| – | – | 1.33% | 9 |
|
|
2022
Q1 | $1.23M | Hold |
2,417
| – | – | 1.07% | 11 |
|
|
2021
Q4 | $1.21M | Buy |
+2,417
| New | +$1.21M | 1.04% | 9 |
|