S&CO Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
45,768
+9,597
| +27% | +$2.99M | 0.92% | 29 |
|
|
2025
Q1 | $18.9M | Buy |
36,171
+7,811
| +28% | +$4.09M | 1.27% | 19 |
|
|
2024
Q4 | $14.3M | Buy |
28,360
+323
| +1% | +$163K | 0.97% | 28 |
|
|
2024
Q3 | $16.4M | Sell |
28,037
-1,195
| -4% | -$699K | 1.07% | 26 |
|
|
2024
Q2 | $14.9M | Buy |
29,232
+1,263
| +5% | +$643K | 1.04% | 28 |
|
|
2024
Q1 | $13.8M | Buy |
27,969
+19,054
| +214% | +$9.43M | 0.97% | 28 |
|
|
2023
Q4 | $4.69M | Buy |
8,915
+4,511
| +102% | +$2.37M | 0.36% | 62 |
|
|
2023
Q3 | $2.22M | Buy |
4,404
+125
| +3% | +$63K | 0.18% | 86 |
|
|
2023
Q2 | $2.06M | Buy |
4,279
+149
| +4% | +$71.6K | 0.17% | 87 |
|
|
2023
Q1 | $1.95M | Hold |
4,130
| – | – | 0.17% | 87 |
|
|
2022
Q4 | $2.19M | Buy |
4,130
+68
| +2% | +$36K | 0.19% | 80 |
|
|
2022
Q3 | $2.05M | Hold |
4,062
| – | – | 0.18% | 80 |
|
|
2022
Q2 | $2.09M | Hold |
4,062
| – | – | 0.18% | 87 |
|
|
2022
Q1 | $2.07M | Buy |
4,062
+2,240
| +123% | +$1.14M | 0.15% | 97 |
|
|
2021
Q4 | $914K | Buy |
+1,822
| New | +$914K | 0.06% | 130 |
|