Stableford Capital II’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Sell |
2,976
-1,256
| -30% | -$353K | 0.32% | 95 |
|
|
2025
Q1 | $1.92M | Sell |
4,232
-28
| -0.7% | -$12.7K | 0.81% | 29 |
|
|
2024
Q4 | $2.15M | Buy |
4,260
+426
| +11% | +$215K | 0.85% | 29 |
|
|
2024
Q3 | $2.29M | Sell |
3,834
-318
| -8% | -$190K | 0.92% | 30 |
|
|
2024
Q2 | $2.38M | Buy |
4,152
+14
| +0.3% | +$8.03K | 0.94% | 26 |
|
|
2024
Q1 | $2.05M | Buy |
4,138
+386
| +10% | +$191K | 0.82% | 26 |
|
|
2023
Q4 | $2.02M | Sell |
3,752
-36
| -1% | -$19.4K | 0.87% | 25 |
|
|
2023
Q3 | $2M | Sell |
3,788
-165
| -4% | -$87.2K | 0.92% | 22 |
|
|
2023
Q2 | $1.99M | Buy |
+3,953
| New | +$1.99M | 0.88% | 25 |
|
|
2023
Q1 | – | Sell |
-3,498
| Closed | -$1.71M | – | 158 |
|
|
2022
Q4 | $1.71M | Buy |
3,498
+16
| +0.5% | +$7.84K | 0.93% | 22 |
|
|
2022
Q3 | $1.86M | Sell |
3,482
-67
| -2% | -$35.8K | 0.9% | 27 |
|
|
2022
Q2 | $1.9M | Sell |
3,549
-284
| -7% | -$152K | 0.88% | 25 |
|
|
2022
Q1 | $2.06M | Sell |
3,833
-502
| -12% | -$270K | 0.87% | 28 |
|
|
2021
Q4 | $2M | Buy |
4,335
+297
| +7% | +$137K | 0.84% | 28 |
|
|
2021
Q3 | $1.7M | Buy |
4,038
+2,229
| +123% | +$937K | 0.86% | 27 |
|
|
2021
Q2 | $724K | Buy |
1,809
+10
| +0.6% | +$4K | 0.35% | 82 |
|
|
2021
Q1 | $669K | Sell |
1,799
-44
| -2% | -$16.4K | 0.34% | 86 |
|
|
2020
Q4 | $646K | Buy |
+1,843
| New | +$646K | 0.38% | 86 |
|
|
2020
Q1 | – | Sell |
-1,453
| Closed | -$427K | – | 106 |
|
|
2019
Q4 | $427K | Sell |
1,453
-12
| -0.8% | -$3.53K | 0.39% | 55 |
|
|
2019
Q3 | $318K | Buy |
1,465
+73
| +5% | +$15.8K | 0.3% | 76 |
|
|
2019
Q2 | $340K | Sell |
1,392
-4,392
| -76% | -$1.07M | 0.33% | 57 |
|
|
2019
Q1 | $1.43M | Sell |
5,784
-4,962
| -46% | -$1.23M | 1.19% | 19 |
|
|
2018
Q4 | $2.68M | Sell |
10,746
-2,067
| -16% | -$515K | 2.84% | 7 |
|
|
2018
Q3 | $3.41M | Sell |
12,813
-183
| -1% | -$48.7K | 2.25% | 10 |
|
|
2018
Q2 | $3.19M | Sell |
12,996
-47
| -0.4% | -$11.5K | 2.07% | 10 |
|
|
2018
Q1 | $2.79M | Buy |
13,043
+3,303
| +34% | +$707K | 1.96% | 13 |
|
|
2017
Q4 | $2.15M | Buy |
9,740
+682
| +8% | +$150K | 1.44% | 19 |
|
|
2017
Q3 | $1.77M | Buy |
9,058
+851
| +10% | +$167K | 1.29% | 22 |
|
|
2017
Q2 | $1.52M | Buy |
8,207
+366
| +5% | +$67.9K | 1.22% | 24 |
|
|
2017
Q1 | $1.29M | Buy |
7,841
+1,634
| +26% | +$268K | 1.12% | 26 |
|
|
2016
Q4 | $993K | Buy |
+6,207
| New | +$993K | 1.27% | 26 |
|