SRH Advisors’s UnitedHealth UNH Stock Holding History

SRH Advisors’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	$16.2K	Buy	52 +34	+189%	+$10.6K	﹤0.01%	179
2025 Q1	$9.43K	Hold	18	–	–	﹤0.01%	215
2024 Q4	$9.11K	Hold	18	–	–	﹤0.01%	222
2024 Q3	$10.5K	Hold	18	–	–	﹤0.01%	211
2024 Q2	$9.17K	Sell	18 -10	-36%	-$5.09K	﹤0.01%	222
2024 Q1	$13.9K	Buy	28 +10	+56%	+$4.95K	﹤0.01%	197
2023 Q4	$9.48K	Hold	18	–	–	﹤0.01%	215
2023 Q3	$9.08K	Hold	18	–	–	﹤0.01%	203
2023 Q2	$8.51K	Hold	18	–	–	﹤0.01%	210
2023 Q1	$9K	Hold	18	–	–	﹤0.01%	209
2022 Q4	$10K	Hold	18	–	–	0.01%	199
2022 Q3	$9K	Hold	18	–	–	0.01%	214
2022 Q2	$9K	Hold	18	–	–	0.01%	213
2022 Q1	$9K	Hold	18	–	–	0.01%	225
2021 Q4	$9K	Hold	18	–	–	0.01%	226
2021 Q3	$7K	Hold	18	–	–	0.01%	235
2021 Q2	$7K	Hold	18	–	–	0.01%	236
2021 Q1	$7K	Hold	18	–	–	0.01%	228
2020 Q4	$6K	Hold	18	–	–	0.01%	236
2020 Q3	$6K	Hold	18	–	–	0.01%	223
2020 Q2	$5K	Hold	18	–	–	0.01%	210
2020 Q1	$4K	Hold	18	–	–	0.01%	209
2019 Q4	$5K	Hold	18	–	–	0.02%	203
2019 Q3	$4K	Hold	18	–	–	0.01%	212
2019 Q2	$4K	Hold	18	–	–	0.01%	221
2019 Q1	$4K	Hold	18	–	–	0.01%	207
2018 Q4	$4K	Hold	18	–	–	0.02%	206
2018 Q3	$5K	Hold	18	–	–	0.02%	217
2018 Q2	$4K	Hold	18	–	–	0.02%	217
2018 Q1	$4K	Hold	18	–	–	0.02%	186
2017 Q4	$4K	Hold	18	–	–	0.02%	180
2017 Q3	$4K	Hold	18	–	–	0.02%	181
2017 Q2	$3K	Hold	18	–	–	0.01%	169
2017 Q1	$3K	Hold	18	–	–	0.01%	170
2016 Q4	$3K	Hold	18	–	–	0.01%	166
2016 Q3	$3K	Hold	18	–	–	0.02%	162
2016 Q2	$3K	Hold	18	–	–	0.02%	161
2016 Q1	$2K	Hold	18	–	–	0.01%	205
2015 Q4	$2K	Hold	18	–	–	0.01%	201
2015 Q3	$2K	Hold	18	–	–	0.01%	204
2015 Q2	$2K	Hold	18	–	–	0.01%	209
2015 Q1	$2K	Hold	18	–	–	0.01%	198
2014 Q4	$2K	Hold	18	–	–	0.01%	199
2014 Q3	$2K	Buy	+18	New	+$2K	0.02%	181