Stamos Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Buy |
56,390
+44,518
| +375% | +$13.9M | 3.16% | 4 |
|
|
2025
Q1 | $6.22M | Buy |
11,872
+1,922
| +19% | +$1.01M | 1.63% | 9 |
|
|
2024
Q4 | $5.03M | Buy |
9,950
+1,460
| +17% | +$739K | 1.18% | 17 |
|
|
2024
Q3 | $4.96M | Sell |
8,490
-3,610
| -30% | -$2.11M | 1.17% | 25 |
|
|
2024
Q2 | $6.16M | Buy |
12,100
+1,960
| +19% | +$998K | 1.31% | 17 |
|
|
2024
Q1 | $5.02M | Buy |
10,140
+4,500
| +80% | +$2.23M | 1.14% | 20 |
|
|
2023
Q4 | $2.97M | Sell |
5,640
-3,730
| -40% | -$1.96M | 0.81% | 33 |
|
|
2023
Q3 | $4.72M | Buy |
9,370
+1,680
| +22% | +$847K | 1.05% | 24 |
|
|
2023
Q2 | $3.7M | Buy |
7,690
+1,370
| +22% | +$658K | 0.86% | 28 |
|
|
2023
Q1 | $2.99M | Buy |
6,320
+4,430
| +234% | +$2.09M | 0.77% | 50 |
|
|
2022
Q4 | $1M | Sell |
1,890
-7,940
| -81% | -$4.21M | 0.32% | 71 |
|
|
2022
Q3 | $4.97M | Buy |
9,830
+6,830
| +228% | +$3.45M | 1.26% | 27 |
|
|
2022
Q2 | $1.54M | Buy |
+3,000
| New | +$1.54M | 0.47% | 43 |
|
|
2020
Q4 | – | Sell |
-4,100
| Closed | -$1.28M | – | 75 |
|
|
2020
Q3 | $1.28M | Hold |
4,100
| – | – | 0.47% | 38 |
|
|
2020
Q2 | $1.21M | Sell |
4,100
-5,969
| -59% | -$1.76M | 0.69% | 31 |
|
|
2020
Q1 | $2.51M | Buy |
10,069
+8,374
| +494% | +$2.09M | 1.32% | 27 |
|
|
2019
Q4 | $498K | Sell |
1,695
-3,305
| -66% | -$971K | 0.4% | 44 |
|
|
2019
Q3 | $1.09M | Buy |
5,000
+3,000
| +150% | +$652K | 0.97% | 28 |
|
|
2019
Q2 | $485K | Sell |
2,000
-2,100
| -51% | -$509K | 0.49% | 40 |
|
|
2019
Q1 | $1.01M | Sell |
4,100
-4,900
| -54% | -$1.21M | 1.29% | 29 |
|
|
2018
Q4 | $2.24M | Buy |
+9,000
| New | +$2.24M | 1.69% | 24 |
|