Scharf Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19M | Buy |
+29,465
| New | +$9.19M | 0.26% | 29 |
|
|
2024
Q4 | – | Sell |
-3,954
| Closed | -$2.31M | – | 74 |
|
|
2024
Q3 | $2.31M | Buy |
3,954
+65
| +2% | +$38K | 0.06% | 38 |
|
|
2024
Q2 | $1.98M | Buy |
3,889
+161
| +4% | +$82K | 0.06% | 40 |
|
|
2024
Q1 | $1.84M | Buy |
3,728
+224
| +6% | +$111K | 0.05% | 41 |
|
|
2023
Q4 | $1.84M | Buy |
3,504
+155
| +5% | +$81.6K | 0.05% | 36 |
|
|
2023
Q3 | $1.69M | Buy |
3,349
+28
| +0.8% | +$14.1K | 0.05% | 35 |
|
|
2023
Q2 | $1.6M | Buy |
3,321
+348
| +12% | +$167K | 0.05% | 38 |
|
|
2023
Q1 | $1.41M | Buy |
2,973
+704
| +31% | +$333K | 0.04% | 36 |
|
|
2022
Q4 | $1.2M | Buy |
2,269
+75
| +3% | +$39.8K | 0.04% | 37 |
|
|
2022
Q3 | $1.11M | Buy |
2,194
+446
| +26% | +$225K | 0.04% | 36 |
|
|
2022
Q2 | $898K | Sell |
1,748
-31
| -2% | -$15.9K | 0.03% | 41 |
|
|
2022
Q1 | $907K | Buy |
1,779
+118
| +7% | +$60.2K | 0.03% | 41 |
|
|
2021
Q4 | $834K | Buy |
+1,661
| New | +$834K | 0.02% | 48 |
|