Shorepoint Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.88M | Sell |
3,589
-2,044
| -36% | -$1.07M | 0.43% | 69 |
|
|
2024
Q4 | $2.85M | Sell |
5,633
-3,312
| -37% | -$1.68M | 0.65% | 58 |
|
|
2024
Q3 | $5.23M | Buy |
8,945
+160
| +2% | +$93.5K | 1.19% | 31 |
|
|
2024
Q2 | $4.47M | Buy |
8,785
+1,156
| +15% | +$589K | 1.05% | 37 |
|
|
2024
Q1 | $3.77M | Sell |
7,629
-89
| -1% | -$44K | 0.92% | 42 |
|
|
2023
Q4 | $4.06M | Sell |
7,718
-490
| -6% | -$258K | 1.09% | 35 |
|
|
2023
Q3 | $4.14M | Buy |
8,208
+507
| +7% | +$256K | 1.21% | 29 |
|
|
2023
Q2 | $3.7M | Buy |
7,701
+243
| +3% | +$117K | 1.04% | 37 |
|
|
2023
Q1 | $3.52M | Buy |
7,458
+218
| +3% | +$103K | 1.01% | 39 |
|
|
2022
Q4 | $3.84M | Buy |
+7,240
| New | +$3.84M | 1.07% | 36 |
|