Sustainable Insight Capital 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 | – | Sell |
-981
| Closed | -$514K | – | 82 |
|
|
2025
Q1 | $514K | Buy |
981
+300
| +44% | +$157K | 0.26% | 46 |
|
|
2024
Q4 | $344K | Hold |
681
| – | – | 0.15% | 60 |
|
|
2024
Q3 | $398K | Sell |
681
-100
| -13% | -$58.5K | 0.18% | 57 |
|
|
2024
Q2 | $398K | Buy |
781
+25
| +3% | +$12.7K | 0.2% | 48 |
|
|
2024
Q1 | $374K | Sell |
756
-100
| -12% | -$49.5K | 0.27% | 46 |
|
|
2023
Q4 | $451K | Sell |
856
-255
| -23% | -$134K | 0.37% | 39 |
|
|
2023
Q3 | $560K | Buy |
1,111
+200
| +22% | +$101K | 0.55% | 36 |
|
|
2023
Q2 | $438K | Sell |
911
-994
| -52% | -$478K | 0.41% | 34 |
|
|
2023
Q1 | $900K | Buy |
1,905
+91
| +5% | +$43K | 0.9% | 32 |
|
|
2022
Q4 | $962K | Buy |
1,814
+343
| +23% | +$182K | 1.08% | 27 |
|
|
2022
Q3 | $743K | Sell |
1,471
-19
| -1% | -$9.6K | 0.87% | 35 |
|
|
2022
Q2 | $785K | Sell |
1,490
-210
| -12% | -$111K | 0.78% | 34 |
|
|
2022
Q1 | $867K | Buy |
1,700
+19
| +1% | +$9.69K | 0.62% | 30 |
|
|
2021
Q4 | $844K | Sell |
1,681
-317
| -16% | -$159K | 0.45% | 36 |
|
|
2021
Q3 | $781K | Sell |
1,998
-134
| -6% | -$52.4K | 0.5% | 38 |
|
|
2021
Q2 | $854K | Buy |
2,132
+132
| +7% | +$52.9K | 0.51% | 37 |
|
|
2021
Q1 | $744K | Sell |
2,000
-423
| -17% | -$157K | 0.49% | 47 |
|
|
2020
Q4 | $850K | Buy |
+2,423
| New | +$850K | 0.58% | 33 |
|
|
2020
Q1 | $224K | Sell |
900
-100
| -10% | -$24.9K | 0.31% | 56 |
|
|
2019
Q4 | $294K | Sell |
1,000
-100
| -9% | -$29.4K | 0.3% | 41 |
|
|
2019
Q3 | $239K | Hold |
1,100
| – | – | 0.27% | 36 |
|
|
2019
Q2 | $268K | Buy |
+1,100
| New | +$268K | 0.31% | 37 |
|
|
2018
Q4 | – | Sell |
-800
| Closed | -$213K | – | 83 |
|
|
2018
Q3 | $213K | Buy |
+800
| New | +$213K | 0.14% | 64 |
|