Sherbrooke Park Advisers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Buy |
+1,919
| New | +$599K | 0.26% | 130 |
|
|
2025
Q1 | – | Sell |
-1,019
| Closed | -$515K | – | 952 |
|
|
2024
Q4 | $515K | Buy |
+1,019
| New | +$515K | 0.16% | 205 |
|
|
2024
Q2 | – | Sell |
-961
| Closed | -$475K | – | 1215 |
|
|
2024
Q1 | $475K | Buy |
+961
| New | +$475K | 0.09% | 380 |
|
|
2023
Q4 | – | Sell |
-879
| Closed | -$443K | – | 687 |
|
|
2023
Q3 | $443K | Sell |
879
-321
| -27% | -$162K | 0.14% | 263 |
|
|
2023
Q2 | $577K | Buy |
+1,200
| New | +$577K | 0.3% | 135 |
|
|
2023
Q1 | – | Sell |
-700
| Closed | -$371K | – | 322 |
|
|
2022
Q4 | $371K | Buy |
+700
| New | +$371K | 0.27% | 166 |
|