Smith Anglin Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
992
-11
| -1% | -$3.43K | 0.03% | 160 |
|
|
2025
Q1 | $525K | Sell |
1,003
-74
| -7% | -$38.8K | 0.06% | 117 |
|
|
2024
Q4 | $545K | Sell |
1,077
-141
| -12% | -$71.3K | 0.05% | 113 |
|
|
2024
Q3 | $712K | Buy |
1,218
+22
| +2% | +$12.9K | 0.07% | 93 |
|
|
2024
Q2 | $609K | Sell |
1,196
-85
| -7% | -$43.3K | 0.06% | 92 |
|
|
2024
Q1 | $634K | Buy |
1,281
+85
| +7% | +$42.1K | 0.07% | 98 |
|
|
2023
Q4 | $629K | Buy |
1,196
+20
| +2% | +$10.5K | 0.07% | 93 |
|
|
2023
Q3 | $593K | Buy |
1,176
+101
| +9% | +$50.9K | 0.07% | 90 |
|
|
2023
Q2 | $517K | Buy |
1,075
+134
| +14% | +$64.4K | 0.06% | 91 |
|
|
2023
Q1 | $445K | Buy |
941
+3
| +0.3% | +$1.42K | 0.07% | 100 |
|
|
2022
Q4 | $497K | Buy |
938
+3
| +0.3% | +$1.59K | 0.09% | 80 |
|
|
2022
Q3 | $472K | Sell |
935
-48
| -5% | -$24.2K | 0.1% | 79 |
|
|
2022
Q2 | $505K | Buy |
983
+3
| +0.3% | +$1.54K | 0.15% | 70 |
|
|
2022
Q1 | $500K | Buy |
980
+54
| +6% | +$27.6K | 0.12% | 73 |
|
|
2021
Q4 | $465K | Buy |
926
+2
| +0.2% | +$1K | 0.08% | 88 |
|
|
2021
Q3 | $361K | Sell |
924
-32
| -3% | -$12.5K | 0.07% | 98 |
|
|
2021
Q2 | $383K | Buy |
956
+4
| +0.4% | +$1.6K | 0.07% | 95 |
|
|
2021
Q1 | $354K | Sell |
952
-49
| -5% | -$18.2K | 0.08% | 97 |
|
|
2020
Q4 | $351K | Buy |
+1,001
| New | +$351K | 0.06% | 90 |
|