STALEY CAPITAL ADVISERS’s UnitedHealth UNH Stock Holding History

STALEY CAPITAL ADVISERS’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 Q1	–	Sell	-790	Closed	-$400K	–	190
2024 Q4	$400K	Hold	790	–	–	0.02%	143
2024 Q3	$462K	Sell	790 -149	-16%	-$87.1K	0.02%	139
2024 Q2	$478K	Hold	939	–	–	0.02%	132
2024 Q1	$465K	Sell	939 -125	-12%	-$61.8K	0.02%	134
2023 Q4	$560K	Sell	1,064 -9	-0.8%	-$4.74K	0.03%	127
2023 Q3	$541K	Buy	1,073 +69	+7%	+$34.8K	0.03%	124
2023 Q2	$483K	Hold	1,004	–	–	0.03%	131
2023 Q1	$474K	Sell	1,004 -116	-10%	-$54.8K	0.03%	129
2022 Q4	$594K	Buy	1,120 +40	+4%	+$21.2K	0.04%	112
2022 Q3	$545K	Buy	1,080 +116	+12%	+$58.5K	0.03%	113
2022 Q2	$495K	Hold	964	–	–	0.03%	117
2022 Q1	$492K	Sell	964 -80	-8%	-$40.8K	0.02%	123
2021 Q4	$524K	Buy	1,044 +80	+8%	+$40.2K	0.03%	126
2021 Q3	$377K	Sell	964 -75	-7%	-$29.3K	0.02%	135
2021 Q2	$416K	Hold	1,039	–	–	0.02%	132
2021 Q1	$387K	Hold	1,039	–	–	0.02%	137
2020 Q4	$364K	Hold	1,039	–	–	0.02%	134
2020 Q3	$324K	Buy	1,039 +75	+8%	+$23.4K	0.02%	129
2020 Q2	$284K	Buy	+964	New	+$284K	0.02%	129
2019 Q1	–	Sell	-2,765	Closed	-$689K	–	178
2018 Q4	$689K	Hold	2,765	–	–	0.06%	102
2018 Q3	$736K	Hold	2,765	–	–	0.05%	94
2018 Q2	$678K	Hold	2,765	–	–	0.05%	93
2018 Q1	$592K	Hold	2,765	–	–	0.05%	95
2017 Q4	$610K	Hold	2,765	–	–	0.05%	96
2017 Q3	$542K	Buy	2,765 +325	+13%	+$63.7K	0.04%	103
2017 Q2	$452K	Hold	2,440	–	–	0.04%	107
2017 Q1	$400K	Hold	2,440	–	–	0.04%	95
2016 Q4	$390K	Hold	2,440	–	–	0.04%	92
2016 Q3	$342K	Hold	2,440	–	–	0.03%	98
2016 Q2	$345K	Hold	2,440	–	–	0.04%	93
2016 Q1	$315K	Hold	2,440	–	–	0.03%	93
2015 Q4	$287K	Hold	2,440	–	–	0.03%	103
2015 Q3	$283K	Hold	2,440	–	–	0.03%	106
2015 Q2	$298K	Hold	2,440	–	–	0.03%	104
2015 Q1	$289K	Hold	2,440	–	–	0.03%	102
2014 Q4	$247K	Hold	2,440	–	–	0.03%	107
2014 Q3	$210K	Buy	+2,440	New	+$210K	0.03%	123
2014 Q2	–	Sell	-2,440	Closed	-$200K	–	134
2014 Q1	$200K	Buy	+2,440	New	+$200K	0.03%	125