Sather Financial 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 | $6.42M | Buy |
20,585
+19,063
| +1,252% | +$5.95M | 0.38% | 28 |
|
|
2025
Q1 | $797K | Buy |
1,522
+96
| +7% | +$50.3K | 0.05% | 46 |
|
|
2024
Q4 | $721K | Sell |
1,426
-149
| -9% | -$75.4K | 0.05% | 46 |
|
|
2024
Q3 | $921K | Buy |
1,575
+12
| +0.8% | +$7.02K | 0.06% | 42 |
|
|
2024
Q2 | $796K | Sell |
1,563
-83
| -5% | -$42.3K | 0.06% | 45 |
|
|
2024
Q1 | $814K | Buy |
1,646
+26
| +2% | +$12.9K | 0.06% | 51 |
|
|
2023
Q4 | $853K | Buy |
1,620
+44
| +3% | +$23.2K | 0.06% | 51 |
|
|
2023
Q3 | $795K | Buy |
1,576
+36
| +2% | +$18.2K | 0.07% | 53 |
|
|
2023
Q2 | $740K | Buy |
1,540
+11
| +0.7% | +$5.29K | 0.06% | 57 |
|
|
2023
Q1 | $723K | Sell |
1,529
-44
| -3% | -$20.8K | 0.06% | 58 |
|
|
2022
Q4 | $834K | Sell |
1,573
-28
| -2% | -$14.8K | 0.07% | 62 |
|
|
2022
Q3 | $809K | Hold |
1,601
| – | – | 0.09% | 39 |
|
|
2022
Q2 | $822K | Buy |
1,601
+27
| +2% | +$13.9K | 0.09% | 41 |
|
|
2022
Q1 | $803K | Buy |
1,574
+174
| +12% | +$88.8K | 0.07% | 45 |
|
|
2021
Q4 | $703K | Hold |
1,400
| – | – | 0.06% | 43 |
|
|
2021
Q3 | $547K | Buy |
+1,400
| New | +$547K | 0.06% | 45 |
|