Sonata Capital Group’s UnitedHealth UNH Stock Holding History

Sonata Capital Group’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$239K	Sell	765 -182	-19%	-$56.9K	0.1%	110
2025 Q1	$496K	Sell	947 -550	-37%	-$288K	0.22%	72
2024 Q4	$757K	Hold	1,497	–	–	0.31%	56
2024 Q3	$875K	Hold	1,497	–	–	0.37%	51
2024 Q2	$762K	Hold	1,497	–	–	0.39%	43
2024 Q1	$741K	Hold	1,497	–	–	0.34%	54
2023 Q4	$788K	Buy	1,497 +300	+25%	+$158K	0.39%	48
2023 Q3	$604K	Hold	1,197	–	–	0.32%	58
2023 Q2	$575K	Buy	1,197 +300	+33%	+$144K	0.3%	60
2023 Q1	$424K	Hold	897	–	–	0.23%	70
2022 Q4	$476K	Sell	897 -1	-0.1%	-$531	0.26%	67
2022 Q3	$454K	Hold	898	–	–	0.25%	68
2022 Q2	$461K	Hold	898	–	–	0.24%	71
2022 Q1	$458K	Hold	898	–	–	0.2%	77
2021 Q4	$451K	Sell	898 -31	-3%	-$15.6K	0.19%	80
2021 Q3	$363K	Buy	929 +31	+3%	+$12.1K	0.16%	88
2021 Q2	$360K	Hold	898	–	–	0.16%	91
2021 Q1	$334K	Sell	898 -67	-7%	-$24.9K	0.16%	96
2020 Q4	$338K	Hold	965	–	–	0.17%	91
2020 Q3	$301K	Hold	965	–	–	0.18%	88
2020 Q2	$285K	Sell	965 -200	-17%	-$59.1K	0.18%	89
2020 Q1	$291K	Hold	1,165	–	–	0.22%	83
2019 Q4	$342K	Hold	1,165	–	–	0.21%	85
2019 Q3	$253K	Buy	1,165 +150	+15%	+$32.6K	0.17%	91
2019 Q2	$248K	Buy	1,015 +50	+5%	+$12.2K	0.17%	92
2019 Q1	$239K	Sell	965 -150	-13%	-$37.2K	0.18%	90
2018 Q4	$278K	Hold	1,115	–	–	0.23%	82
2018 Q3	$297K	Buy	1,115 +65	+6%	+$17.3K	0.2%	88
2018 Q2	$258K	Hold	1,050	–	–	0.19%	94
2018 Q1	$225K	Sell	1,050 -450	-30%	-$96.4K	0.16%	98
2017 Q4	$331K	Hold	1,500	–	–	0.24%	86
2017 Q3	$294K	Hold	1,500	–	–	0.22%	88
2017 Q2	$278K	Hold	1,500	–	–	0.21%	88
2017 Q1	$246K	Sell	1,500 -450	-23%	-$73.8K	0.19%	91
2016 Q4	$312K	Hold	1,950	–	–	0.24%	82
2016 Q3	$273K	Hold	1,950	–	–	0.22%	86
2016 Q2	$275K	Hold	1,950	–	–	0.23%	84
2016 Q1	$251K	Sell	1,950 -200	-9%	-$25.7K	0.22%	88
2015 Q4	$253K	Hold	2,150	–	–	0.22%	88
2015 Q3	$249K	Buy	2,150 +150	+8%	+$17.4K	0.23%	85
2015 Q2	$244K	Hold	2,000	–	–	0.21%	89
2015 Q1	$237K	Buy	+2,000	New	+$237K	0.21%	86