Sivia 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
Q2 | $561K | Sell |
1,797
-1,213
| -40% | -$379K | 0.17% | 106 |
|
|
2025
Q1 | $1.58M | Buy |
3,010
+505
| +20% | +$264K | 0.74% | 22 |
|
|
2024
Q4 | $1.27M | Sell |
2,505
-200
| -7% | -$101K | 0.63% | 23 |
|
|
2024
Q3 | $1.58M | Buy |
2,705
+143
| +6% | +$83.6K | 0.93% | 21 |
|
|
2024
Q2 | $1.3M | Sell |
2,562
-58
| -2% | -$29.5K | 0.87% | 22 |
|
|
2024
Q1 | $1.3M | Sell |
2,620
-157
| -6% | -$77.7K | 0.88% | 20 |
|
|
2023
Q4 | $1.46M | Buy |
+2,777
| New | +$1.46M | 1.11% | 17 |
|