Telos 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 |
-14,769
| Closed | -$7.74M | – | 201 |
|
|
2025
Q1 | $7.74M | Buy |
14,769
+460
| +3% | +$241K | 0.84% | 39 |
|
|
2024
Q4 | $7.24M | Buy |
14,309
+102
| +0.7% | +$51.6K | 0.77% | 43 |
|
|
2024
Q3 | $8.31M | Sell |
14,207
-73
| -0.5% | -$42.7K | 0.87% | 36 |
|
|
2024
Q2 | $7.27M | Sell |
14,280
-275
| -2% | -$140K | 0.81% | 40 |
|
|
2024
Q1 | $7.2M | Buy |
14,555
+12,954
| +809% | +$6.41M | 0.81% | 39 |
|
|
2023
Q4 | $843K | Buy |
1,601
+265
| +20% | +$140K | 0.1% | 124 |
|
|
2023
Q3 | $674K | Buy |
1,336
+150
| +13% | +$75.6K | 0.09% | 123 |
|
|
2023
Q2 | $570K | Buy |
1,186
+187
| +19% | +$89.9K | 0.08% | 129 |
|
|
2023
Q1 | $472K | Sell |
999
-75
| -7% | -$35.4K | 0.07% | 131 |
|
|
2022
Q4 | $569K | Sell |
1,074
-71
| -6% | -$37.6K | 0.08% | 123 |
|
|
2022
Q3 | $578K | Hold |
1,145
| – | – | 0.1% | 120 |
|
|
2022
Q2 | $588K | Hold |
1,145
| – | – | 0.09% | 123 |
|
|
2022
Q1 | $584K | Hold |
1,145
| – | – | 0.08% | 128 |
|
|
2021
Q4 | $575K | Sell |
1,145
-30
| -3% | -$15.1K | 0.07% | 129 |
|
|
2021
Q3 | $459K | Hold |
1,175
| – | – | 0.06% | 135 |
|
|
2021
Q2 | $471K | Hold |
1,175
| – | – | 0.06% | 134 |
|
|
2021
Q1 | $437K | Sell |
1,175
-32
| -3% | -$11.9K | 0.06% | 137 |
|
|
2020
Q4 | $423K | Sell |
1,207
-105
| -8% | -$36.8K | 0.06% | 133 |
|
|
2020
Q3 | $409K | Sell |
1,312
-100
| -7% | -$31.2K | 0.07% | 133 |
|
|
2020
Q2 | $416K | Hold |
1,412
| – | – | 0.08% | 135 |
|
|
2020
Q1 | $352K | Sell |
1,412
-10
| -0.7% | -$2.49K | 0.09% | 133 |
|
|
2019
Q4 | $418K | Sell |
1,422
-125
| -8% | -$36.7K | 0.1% | 135 |
|
|
2019
Q3 | $336K | Sell |
1,547
-175
| -10% | -$38K | 0.09% | 136 |
|
|
2019
Q2 | $420K | Buy |
1,722
+75
| +5% | +$18.3K | 0.12% | 118 |
|
|
2019
Q1 | $407K | Sell |
1,647
-240
| -13% | -$59.3K | 0.13% | 116 |
|
|
2018
Q4 | $470K | Sell |
1,887
-3
| -0.2% | -$747 | 0.17% | 102 |
|
|
2018
Q3 | $503K | Hold |
1,890
| – | – | 0.16% | 110 |
|
|
2018
Q2 | $464K | Buy |
1,890
+720
| +62% | +$177K | 0.16% | 107 |
|
|
2018
Q1 | $250K | Sell |
1,170
-100
| -8% | -$21.4K | 0.09% | 132 |
|
|
2017
Q4 | $280K | Buy |
+1,270
| New | +$280K | 0.1% | 130 |
|