Regatta Capital Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
978
+271
| +38% | +$84.5K | 0.05% | 170 |
|
|
2025
Q1 | $370K | Sell |
707
-57
| -7% | -$29.9K | 0.07% | 145 |
|
|
2024
Q4 | $386K | Sell |
764
-18
| -2% | -$9.1K | 0.07% | 134 |
|
|
2024
Q3 | $457K | Sell |
782
-50
| -6% | -$29.2K | 0.09% | 131 |
|
|
2024
Q2 | $424K | Sell |
832
-9
| -1% | -$4.58K | 0.09% | 129 |
|
|
2024
Q1 | $416K | Buy |
841
+12
| +1% | +$5.94K | 0.09% | 129 |
|
|
2023
Q4 | $436K | Sell |
829
-11
| -1% | -$5.79K | 0.11% | 118 |
|
|
2023
Q3 | $423K | Sell |
840
-78
| -8% | -$39.3K | 0.13% | 109 |
|
|
2023
Q2 | $441K | Sell |
918
-15
| -2% | -$7.21K | 0.14% | 110 |
|
|
2023
Q1 | $495K | Hold |
933
| – | – | 0.18% | 101 |
|
|
2022
Q4 | $495K | Sell |
933
-86
| -8% | -$45.6K | 0.18% | 101 |
|
|
2022
Q3 | $523K | Buy |
1,019
+450
| +79% | +$231K | 0.21% | 95 |
|
|
2022
Q2 | $292K | Sell |
569
-449
| -44% | -$230K | 0.14% | 121 |
|
|
2022
Q1 | $519K | Buy |
1,018
+13
| +1% | +$6.63K | 0.18% | 99 |
|
|
2021
Q4 | $505K | Buy |
+1,005
| New | +$505K | 0.18% | 102 |
|