Saxony Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-542
| Closed | -$284K | – | 140 |
|
|
2025
Q1 | $284K | Buy |
542
+10
| +2% | +$5.24K | 0.25% | 87 |
|
|
2024
Q4 | $269K | Sell |
532
-2
| -0.4% | -$1.01K | 0.24% | 98 |
|
|
2024
Q3 | $312K | Buy |
534
+4
| +0.8% | +$2.34K | 0.29% | 87 |
|
|
2024
Q2 | $270K | Buy |
530
+18
| +4% | +$9.17K | 0.3% | 89 |
|
|
2024
Q1 | $253K | Sell |
512
-329
| -39% | -$163K | 0.31% | 78 |
|
|
2023
Q4 | $443K | Buy |
+841
| New | +$443K | 0.59% | 41 |
|