Townsend Asset 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 |
-923
| Closed | -$484K | – | 186 |
|
|
2025
Q1 | $484K | Sell |
923
-435
| -32% | -$228K | 0.19% | 83 |
|
|
2024
Q4 | $687K | Sell |
1,358
-15
| -1% | -$7.59K | 0.25% | 69 |
|
|
2024
Q3 | $803K | Buy |
1,373
+3
| +0.2% | +$1.75K | 0.3% | 67 |
|
|
2024
Q2 | $698K | Sell |
1,370
-1,007
| -42% | -$513K | 0.27% | 69 |
|
|
2024
Q1 | $1.18M | Buy |
2,377
+137
| +6% | +$67.8K | 0.47% | 52 |
|
|
2023
Q4 | $1.18M | Sell |
2,240
-362
| -14% | -$191K | 0.54% | 45 |
|
|
2023
Q3 | $1.31M | Sell |
2,602
-41
| -2% | -$20.7K | 0.66% | 40 |
|
|
2023
Q2 | $1.27M | Buy |
2,643
+182
| +7% | +$87.5K | 0.61% | 42 |
|
|
2023
Q1 | $1.16M | Sell |
2,461
-6
| -0.2% | -$2.84K | 0.6% | 43 |
|
|
2022
Q4 | $1.31M | Sell |
2,467
-104
| -4% | -$55.1K | 0.66% | 44 |
|
|
2022
Q3 | $1.3M | Buy |
2,571
+6
| +0.2% | +$3.03K | 0.73% | 41 |
|
|
2022
Q2 | $1.32M | Buy |
2,565
+7
| +0.3% | +$3.6K | 0.68% | 43 |
|
|
2022
Q1 | $1.3M | Sell |
2,558
-36
| -1% | -$18.4K | 0.64% | 42 |
|
|
2021
Q4 | $1.3M | Sell |
2,594
-1
| -0% | -$502 | 0.62% | 44 |
|
|
2021
Q3 | $1.01M | Buy |
2,595
+317
| +14% | +$124K | 0.54% | 46 |
|
|
2021
Q2 | $912K | Buy |
2,278
+6
| +0.3% | +$2.4K | 0.51% | 48 |
|
|
2021
Q1 | $845K | Sell |
2,272
-8
| -0.4% | -$2.98K | 0.52% | 48 |
|
|
2020
Q4 | $799K | Sell |
2,280
-48
| -2% | -$16.8K | 0.53% | 48 |
|
|
2020
Q3 | $726K | Sell |
2,328
-114
| -5% | -$35.6K | 0.59% | 48 |
|
|
2020
Q2 | $720K | Sell |
2,442
-8
| -0.3% | -$2.36K | 0.58% | 48 |
|
|
2020
Q1 | $611K | Buy |
2,450
+10
| +0.4% | +$2.49K | 0.63% | 48 |
|
|
2019
Q4 | $717K | Buy |
+2,440
| New | +$717K | 0.58% | 48 |
|