Sutton Place Investors’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 |
-956
| Closed | -$501K | – | 122 |
|
|
2025
Q1 | $501K | Buy |
956
+17
| +2% | +$8.9K | 0.34% | 64 |
|
|
2024
Q4 | $475K | Buy |
939
+46
| +5% | +$23.3K | 0.28% | 79 |
|
|
2024
Q3 | $522K | Buy |
893
+87
| +11% | +$50.9K | 0.32% | 69 |
|
|
2024
Q2 | $410K | Sell |
806
-1,382
| -63% | -$704K | 0.27% | 78 |
|
|
2024
Q1 | $1.08M | Buy |
2,188
+168
| +8% | +$83.1K | 0.54% | 55 |
|
|
2023
Q4 | $1.06M | Buy |
2,020
+1,487
| +279% | +$783K | 0.77% | 39 |
|
|
2023
Q3 | $269K | Buy |
+533
| New | +$269K | 0.35% | 58 |
|
|
2023
Q2 | – | Sell |
-521
| Closed | -$246K | – | 72 |
|
|
2023
Q1 | $246K | Sell |
521
-38
| -7% | -$18K | 0.33% | 52 |
|
|
2022
Q4 | $296K | Sell |
559
-10
| -2% | -$5.3K | 0.42% | 45 |
|
|
2022
Q3 | $287K | Buy |
569
+22
| +4% | +$11.1K | 0.44% | 45 |
|
|
2022
Q2 | $281K | Buy |
547
+2
| +0.4% | +$1.03K | 0.41% | 48 |
|
|
2022
Q1 | $284K | Buy |
545
+87
| +19% | +$45.3K | 0.34% | 55 |
|
|
2021
Q4 | $230K | Buy |
+458
| New | +$230K | 0.26% | 71 |
|