Saxon Interests’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Hold |
3,566
| – | – | 0.87% | 27 |
|
|
2025
Q1 | $1.87M | Buy |
3,566
+129
| +4% | +$67.6K | 0.87% | 27 |
|
|
2024
Q4 | $1.74M | Buy |
3,437
+1,136
| +49% | +$575K | 0.77% | 33 |
|
|
2024
Q3 | $1.35M | Buy |
2,301
+148
| +7% | +$86.5K | 0.61% | 42 |
|
|
2024
Q2 | $1.1M | Buy |
2,153
+62
| +3% | +$31.6K | 0.52% | 52 |
|
|
2024
Q1 | $1.03M | Buy |
2,091
+243
| +13% | +$120K | 0.49% | 55 |
|
|
2023
Q4 | $973K | Sell |
1,848
-3,212
| -63% | -$1.69M | 0.49% | 58 |
|
|
2023
Q3 | $2.55M | Buy |
5,060
+3,150
| +165% | +$1.59M | 1.72% | 14 |
|
|
2023
Q2 | $918K | Buy |
1,910
+5
| +0.3% | +$2.4K | 0.49% | 69 |
|
|
2023
Q1 | $900K | Buy |
1,905
+66
| +4% | +$31.2K | 0.51% | 64 |
|
|
2022
Q4 | $901K | Buy |
1,839
+1
| +0.1% | +$490 | 0.51% | 63 |
|
|
2022
Q3 | $969K | Sell |
1,838
-49
| -3% | -$25.8K | 0.59% | 45 |
|
|
2022
Q2 | $969K | Sell |
1,887
-9
| -0.5% | -$4.62K | 0.59% | 45 |
|
|
2022
Q1 | $967K | Buy |
1,896
+1,106
| +140% | +$564K | 0.52% | 53 |
|
|
2021
Q4 | $371K | Buy |
+790
| New | +$371K | 0.21% | 84 |
|