Traynor 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 | $380K | Buy |
+1,164
| New | +$380K | 0.03% | 156 |
|
2025
Q1 | – | Sell |
-858
| Closed | -$434K | – | 275 |
|
2024
Q4 | $434K | Sell |
858
-191
| -18% | -$96.6K | 0.03% | 145 |
|
2024
Q3 | $613K | Sell |
1,049
-135
| -11% | -$78.9K | 0.04% | 120 |
|
2024
Q2 | $603K | Sell |
1,184
-242
| -17% | -$123K | 0.05% | 113 |
|
2024
Q1 | $705K | Buy |
1,426
+180
| +14% | +$89K | 0.06% | 109 |
|
2023
Q4 | $656K | Buy |
1,246
+10
| +0.8% | +$5.27K | 0.07% | 109 |
|
2023
Q3 | $623K | Sell |
1,236
-257
| -17% | -$130K | 0.08% | 104 |
|
2023
Q2 | $718K | Sell |
1,493
-108
| -7% | -$51.9K | 0.09% | 99 |
|
2023
Q1 | $757K | Sell |
1,601
-5
| -0.3% | -$2.36K | 0.11% | 94 |
|
2022
Q4 | $851K | Buy |
1,606
+925
| +136% | +$490K | 0.12% | 90 |
|
2022
Q3 | $344K | Sell |
681
-31
| -4% | -$15.7K | 0.06% | 116 |
|
2022
Q2 | $365K | Sell |
712
-435
| -38% | -$223K | 0.06% | 106 |
|
2022
Q1 | $585K | Sell |
1,147
-446
| -28% | -$227K | 0.08% | 106 |
|
2021
Q4 | $800K | Sell |
1,593
-235
| -13% | -$118K | 0.09% | 101 |
|
2021
Q3 | $714K | Buy |
1,828
+46
| +3% | +$18K | 0.1% | 99 |
|
2021
Q2 | $729K | Sell |
1,782
-10
| -0.6% | -$4.09K | 0.1% | 93 |
|
2021
Q1 | $666K | Buy |
1,792
+290
| +19% | +$108K | 0.11% | 92 |
|
2020
Q4 | $527K | Sell |
1,502
-673
| -31% | -$236K | 0.09% | 97 |
|
2020
Q3 | $719K | Buy |
2,175
+213
| +11% | +$70.4K | 0.16% | 74 |
|
2020
Q2 | $578K | Buy |
1,962
+730
| +59% | +$215K | 0.14% | 83 |
|
2020
Q1 | $307K | Buy |
+1,232
| New | +$307K | 0.11% | 92 |
|