Stone House Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Buy |
609
+287
| +89% | +$89.6K | 0.03% | 75 |
|
|
2025
Q1 | $169K | Buy |
+322
| New | +$169K | 0.03% | 67 |
|
|
2024
Q4 | – | Sell |
-319
| Closed | -$187K | – | 335 |
|
|
2024
Q3 | $187K | Buy |
319
+1
| +0.3% | +$585 | 0.04% | 52 |
|
|
2024
Q2 | $162K | Sell |
318
-20
| -6% | -$10.2K | 0.04% | 56 |
|
|
2024
Q1 | $167K | Buy |
338
+23
| +7% | +$11.4K | 0.04% | 62 |
|
|
2023
Q4 | $166K | Buy |
315
+1
| +0.3% | +$527 | 0.06% | 43 |
|
|
2023
Q3 | $159K | Sell |
314
-74
| -19% | -$37.4K | 0.06% | 44 |
|
|
2023
Q2 | $187K | Buy |
388
+1
| +0.3% | +$481 | 0.07% | 40 |
|
|
2023
Q1 | $183K | Buy |
+387
| New | +$183K | 0.06% | 41 |
|
|
2019
Q2 | – | Sell |
-294
| Closed | -$73K | – | 194 |
|
|
2019
Q1 | $73K | Buy |
+294
| New | +$73K | 0.04% | 73 |
|