Sanders Morris Harris’s UnitedHealth UNH Stock Holding History

Sanders Morris Harris’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,367	Closed	-$715K	–	293
2025 Q1	$715K	Hold	1,367	–	–	0.11%	122
2024 Q4	$692K	Buy	1,367 +4	+0.3%	+$2.03K	0.1%	138
2024 Q3	$797K	Hold	1,363	–	–	0.13%	114
2024 Q2	$694K	Hold	1,363	–	–	0.11%	124
2024 Q1	$674K	Buy	1,363 +200	+17%	+$98.9K	0.12%	129
2023 Q4	$622K	Sell	1,163 -175	-13%	-$93.5K	0.31%	95
2023 Q3	$680K	Hold	1,338	–	–	0.14%	110
2023 Q2	$640K	Buy	+1,338	New	+$640K	0.14%	112
2023 Q1	–	Sell	-1,400	Closed	-$742K	–	243
2022 Q4	$742K	Hold	1,400	–	–	0.28%	79
2022 Q3	$721K	Hold	1,400	–	–	0.18%	96
2022 Q2	$724K	Hold	1,400	–	–	0.16%	100
2022 Q1	$713K	Hold	1,400	–	–	0.14%	118
2021 Q4	$698K	Hold	1,400	–	–	0.12%	129
2021 Q3	$566K	Hold	1,400	–	–	0.1%	150
2021 Q2	$573K	Hold	1,400	–	–	0.11%	153
2021 Q1	$513K	Hold	1,400	–	–	0.11%	150
2020 Q4	$497K	Hold	1,400	–	–	0.11%	161
2020 Q3	$461K	Buy	1,400 +700	+100%	+$231K	0.13%	161
2020 Q2	$208K	Sell	700 -1,350	-66%	-$401K	0.1%	109
2020 Q1	$556K	Sell	2,050 -850	-29%	-$231K	0.54%	47
2019 Q4	$803K	Sell	2,900 -150	-5%	-$41.5K	0.18%	125
2019 Q3	$666K	Buy	3,050 +75	+3%	+$16.4K	0.16%	123
2019 Q2	$723K	Buy	2,975 +1,975	+198%	+$480K	0.19%	114
2019 Q1	$247K	Hold	1,000	–	–	0.12%	99
2018 Q4	$249K	Sell	1,000 -600	-38%	-$149K	0.14%	90
2018 Q3	$426K	Sell	1,600 -300	-16%	-$79.9K	0.2%	71
2018 Q2	$467K	Hold	1,900	–	–	0.22%	68
2018 Q1	$406K	Hold	1,900	–	–	0.17%	84
2017 Q4	$419K	Sell	1,900 -100	-5%	-$22.1K	0.18%	71
2017 Q3	$391K	Hold	2,000	–	–	0.17%	84
2017 Q2	$371K	Buy	2,000 +400	+25%	+$74.2K	0.15%	78
2017 Q1	$262K	Hold	1,600	–	–	0.1%	109
2016 Q4	$256K	Hold	1,600	–	–	0.12%	89
2016 Q3	$224K	Sell	1,600 -1,195	-43%	-$167K	0.07%	131
2016 Q2	$395K	Sell	2,795 -674	-19%	-$95.3K	0.09%	158
2016 Q1	$447K	Buy	+3,469	New	+$447K	0.08%	200