Sierra Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
1,807
-12
| -0.7% | -$3.75K | 0.07% | 161 |
|
|
2025
Q1 | $953K | Sell |
1,819
-2,757
| -60% | -$1.44M | 0.11% | 122 |
|
|
2024
Q4 | $2.32M | Sell |
4,576
-87
| -2% | -$44K | 0.27% | 81 |
|
|
2024
Q3 | $2.73M | Buy |
4,663
+616
| +15% | +$360K | 0.33% | 75 |
|
|
2024
Q2 | $2.06M | Hold |
4,047
| – | – | 0.28% | 80 |
|
|
2024
Q1 | $2M | Buy |
4,047
+343
| +9% | +$170K | 0.26% | 82 |
|
|
2023
Q4 | $1.95M | Sell |
3,704
-57
| -2% | -$30K | 0.29% | 81 |
|
|
2023
Q3 | $1.9M | Buy |
3,761
+8
| +0.2% | +$4.03K | 0.3% | 74 |
|
|
2023
Q2 | $1.8M | Hold |
3,753
| – | – | 0.29% | 81 |
|
|
2023
Q1 | $1.77M | Buy |
3,753
+6
| +0.2% | +$2.84K | 0.29% | 78 |
|
|
2022
Q4 | $1.99M | Hold |
3,747
| – | – | 0.34% | 63 |
|
|
2022
Q3 | $1.89M | Sell |
3,747
-20
| -0.5% | -$10.1K | 0.35% | 62 |
|
|
2022
Q2 | $1.94M | Sell |
3,767
-54
| -1% | -$27.7K | 0.35% | 67 |
|
|
2022
Q1 | $1.95M | Buy |
3,821
+7
| +0.2% | +$3.57K | 0.31% | 76 |
|
|
2021
Q4 | $1.92M | Buy |
3,814
+124
| +3% | +$62.3K | 0.29% | 78 |
|
|
2021
Q3 | $1.44M | Hold |
3,690
| – | – | 0.24% | 95 |
|
|
2021
Q2 | $1.48M | Hold |
3,690
| – | – | 0.27% | 91 |
|
|
2021
Q1 | $1.37M | Buy |
+3,690
| New | +$1.37M | 0.26% | 92 |
|