Ted Buchan & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
7,354
+1,454
| +25% | +$454K | 0.91% | 30 |
|
|
2025
Q1 | $3.09M | Buy |
5,900
+229
| +4% | +$120K | 1.46% | 20 |
|
|
2024
Q4 | $2.87M | Buy |
5,671
+1,393
| +33% | +$705K | 1.35% | 20 |
|
|
2024
Q3 | $2.5M | Buy |
4,278
+845
| +25% | +$494K | 1.19% | 23 |
|
|
2024
Q2 | $1.75M | Buy |
3,433
+795
| +30% | +$405K | 0.94% | 26 |
|
|
2024
Q1 | $1.31M | Buy |
2,638
+946
| +56% | +$468K | 0.8% | 28 |
|
|
2023
Q4 | $891K | Buy |
1,692
+171
| +11% | +$90K | 0.65% | 36 |
|
|
2023
Q3 | $767K | Buy |
1,521
+279
| +22% | +$141K | 0.62% | 37 |
|
|
2023
Q2 | $597K | Buy |
1,242
+611
| +97% | +$294K | 0.46% | 47 |
|
|
2023
Q1 | $298K | Buy |
631
+77
| +14% | +$36.4K | 0.25% | 62 |
|
|
2022
Q4 | $294K | Buy |
+554
| New | +$294K | 0.27% | 58 |
|