Principal Street 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 | – | Sell |
-1,593
| Closed | -$835K | – | 383 |
|
|
2025
Q1 | $835K | Sell |
1,593
-31
| -2% | -$16.2K | 0.16% | 84 |
|
|
2024
Q4 | $822K | Sell |
1,624
-1,293
| -44% | -$654K | 0.16% | 88 |
|
|
2024
Q3 | $1.5M | Buy |
2,917
+1,382
| +90% | +$709K | 0.24% | 67 |
|
|
2024
Q2 | $782K | Sell |
1,535
-33
| -2% | -$16.8K | 0.14% | 85 |
|
|
2024
Q1 | $801K | Buy |
1,568
+144
| +10% | +$73.6K | 0.15% | 85 |
|
|
2023
Q4 | $750K | Sell |
1,424
-1,360
| -49% | -$716K | 0.18% | 80 |
|
|
2023
Q3 | $1.4M | Buy |
2,784
+1,391
| +100% | +$702K | 0.28% | 67 |
|
|
2023
Q2 | $670K | Sell |
1,393
-6
| -0.4% | -$2.89K | 0.16% | 93 |
|
|
2023
Q1 | $661K | Sell |
1,399
-342
| -20% | -$162K | 0.17% | 88 |
|
|
2022
Q4 | $923K | Hold |
1,741
| – | – | 0.23% | 69 |
|
|
2022
Q3 | $879K | Buy |
1,741
+489
| +39% | +$247K | 0.23% | 74 |
|
|
2022
Q2 | $643K | Buy |
1,252
+10
| +0.8% | +$5.14K | 0.17% | 99 |
|
|
2022
Q1 | $634K | Buy |
1,242
+118
| +10% | +$60.2K | 0.15% | 121 |
|
|
2021
Q4 | $565K | Sell |
1,124
-47
| -4% | -$23.6K | 0.14% | 128 |
|
|
2021
Q3 | $458K | Buy |
1,171
+267
| +30% | +$104K | 0.12% | 124 |
|
|
2021
Q2 | $362K | Buy |
+904
| New | +$362K | 0.1% | 156 |
|