Sivik Global Healthcare’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
15,000
+10,000
| +200% | +$3.12M | 1.27% | 21 |
|
|
2025
Q1 | $2.62M | Sell |
5,000
-7,500
| -60% | -$3.93M | 1.42% | 29 |
|
|
2024
Q4 | $6.32M | Buy |
+12,500
| New | +$6.32M | 3.33% | 8 |
|
|
2024
Q2 | – | Sell |
-10,000
| Closed | -$4.95M | – | 49 |
|
|
2024
Q1 | $4.95M | Hold |
10,000
| – | – | 1.16% | 29 |
|
|
2023
Q4 | $5.27M | Sell |
10,000
-5,000
| -33% | -$2.63M | 2.2% | 26 |
|
|
2023
Q3 | $7.56M | Buy |
15,000
+5,000
| +50% | +$2.52M | 3.82% | 9 |
|
|
2023
Q2 | $4.81M | Sell |
10,000
-7,500
| -43% | -$3.6M | 1.12% | 29 |
|
|
2023
Q1 | $8.27M | Buy |
17,500
+9,500
| +119% | +$4.49M | 3.56% | 5 |
|
|
2022
Q4 | $4.24M | Sell |
8,000
-4,000
| -33% | -$2.12M | 1.99% | 27 |
|
|
2022
Q3 | $6.06M | Sell |
12,000
-3,500
| -23% | -$1.77M | 3.37% | 12 |
|
|
2022
Q2 | $7.96M | Sell |
15,500
-1,500
| -9% | -$770K | 4.52% | 1 |
|
|
2022
Q1 | $8.67M | Sell |
17,000
-500
| -3% | -$255K | 3.58% | 3 |
|
|
2021
Q4 | $8.79M | Sell |
17,500
-52,500
| -75% | -$26.4M | 3.76% | 2 |
|
|
2021
Q3 | $10.2M | Buy |
70,000
+42,500
| +155% | +$6.22M | 2.45% | 6 |
|
|
2021
Q2 | $11M | Buy |
27,500
+7,500
| +38% | +$3M | 2.15% | 3 |
|
|
2021
Q1 | $7.44M | Hold |
20,000
| – | – | 2.71% | 17 |
|
|
2020
Q4 | $7.01M | Sell |
20,000
-2,000
| -9% | -$701K | 2.86% | 16 |
|
|
2020
Q3 | $6.86M | Buy |
+22,000
| New | +$6.86M | 2.95% | 17 |
|
|
2020
Q2 | – | Sell |
-42,500
| Closed | -$10.6M | – | 61 |
|
|
2020
Q1 | $10.6M | Buy |
42,500
+15,000
| +55% | +$3.74M | 4.18% | 5 |
|
|
2019
Q4 | $8.08M | Buy |
27,500
+2,500
| +10% | +$735K | 3% | 8 |
|
|
2019
Q3 | $5.43M | Sell |
25,000
-5,000
| -17% | -$1.09M | 2.74% | 17 |
|
|
2019
Q2 | $7.32M | Buy |
+30,000
| New | +$7.32M | 1.77% | 4 |
|
|
2019
Q1 | – | Sell |
-28,000
| Closed | -$6.98M | – | 64 |
|
|
2018
Q4 | $6.98M | Buy |
28,000
+3,000
| +12% | +$747K | 3.76% | 6 |
|
|
2018
Q3 | $6.65M | Buy |
25,000
+4,427
| +22% | +$1.18M | 2.37% | 16 |
|
|
2018
Q2 | $5.05M | Sell |
20,573
-14,427
| -41% | -$3.54M | 1.94% | 24 |
|
|
2018
Q1 | $7.49M | Hold |
35,000
| – | – | 3.49% | 3 |
|
|
2017
Q4 | $7.72M | Sell |
35,000
-10,000
| -22% | -$2.2M | 2.86% | 1 |
|
|
2017
Q3 | $8.81M | Sell |
45,000
-7,500
| -14% | -$1.47M | 3% | 1 |
|
|
2017
Q2 | $9.74M | Buy |
52,500
+7,500
| +17% | +$1.39M | 3.56% | 2 |
|
|
2017
Q1 | $7.38M | Hold |
45,000
| – | – | 3.44% | 2 |
|
|
2016
Q4 | $7.2M | Buy |
45,000
+10,000
| +29% | +$1.6M | 3.44% | 8 |
|
|
2016
Q3 | $4.9M | Buy |
35,000
+20,000
| +133% | +$2.8M | 2.47% | 19 |
|
|
2016
Q2 | $2.12M | Sell |
15,000
-60,000
| -80% | -$8.47M | 1.05% | 46 |
|
|
2016
Q1 | $9.67M | Buy |
75,000
+25,000
| +50% | +$3.22M | 4.28% | 3 |
|
|
2015
Q4 | $5.88M | Buy |
+50,000
| New | +$5.88M | 2.79% | 6 |
|
|
2015
Q2 | – | Sell |
-40,000
| Closed | -$4.73M | – | 78 |
|
|
2015
Q1 | $4.73M | Sell |
40,000
-2,702
| -6% | -$320K | 1.61% | 26 |
|
|
2014
Q4 | $4.32M | Buy |
+42,702
| New | +$4.32M | 1.75% | 23 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 73 |
|
|
2014
Q1 | – | Sell |
-35,000
| Closed | -$2.64M | – | 73 |
|
|
2013
Q4 | $2.64M | Buy |
+35,000
| New | +$2.64M | 1.87% | 27 |
|