Trilogy Capital’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 |
-695
| Closed | -$364K | – | 374 |
|
|
2025
Q1 | $364K | Sell |
695
-116
| -14% | -$60.7K | 0.02% | 256 |
|
|
2024
Q4 | $410K | Sell |
811
-46
| -5% | -$23.3K | 0.02% | 246 |
|
|
2024
Q3 | $501K | Buy |
857
+51
| +6% | +$29.8K | 0.03% | 223 |
|
|
2024
Q2 | $411K | Buy |
806
+335
| +71% | +$171K | 0.02% | 231 |
|
|
2024
Q1 | $233K | Buy |
+471
| New | +$233K | 0.01% | 274 |
|
|
2023
Q3 | – | Sell |
-506
| Closed | -$256K | – | 273 |
|
|
2023
Q2 | $256K | Buy |
506
+23
| +5% | +$11.7K | 0.02% | 246 |
|
|
2023
Q1 | $228K | Buy |
483
+13
| +3% | +$6.15K | 0.02% | 235 |
|
|
2022
Q4 | $249K | Buy |
+470
| New | +$249K | 0.02% | 231 |
|
|
2018
Q4 | – | Sell |
-126
| Closed | -$34K | – | 534 |
|
|
2018
Q3 | $34K | Hold |
126
| – | – | ﹤0.01% | 225 |
|
|
2018
Q2 | $31K | Buy |
126
+5
| +4% | +$1.23K | ﹤0.01% | 221 |
|
|
2018
Q1 | $26K | Buy |
+121
| New | +$26K | ﹤0.01% | 208 |
|