True North Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
1,728
+139
| +9% | +$43.4K | 0.1% | 125 |
|
|
2025
Q1 | $832K | Sell |
1,589
-171
| -10% | -$89.6K | 0.15% | 101 |
|
|
2024
Q4 | $890K | Buy |
1,760
+622
| +55% | +$315K | 0.21% | 71 |
|
|
2024
Q3 | $665K | Buy |
1,138
+157
| +16% | +$91.8K | 0.17% | 83 |
|
|
2024
Q2 | $500K | Sell |
981
-283
| -22% | -$144K | 0.13% | 106 |
|
|
2024
Q1 | $625K | Buy |
1,264
+102
| +9% | +$50.5K | 0.17% | 95 |
|
|
2023
Q4 | $612K | Sell |
1,162
-2,300
| -66% | -$1.21M | 0.16% | 89 |
|
|
2023
Q3 | $1.75M | Sell |
3,462
-2,223
| -39% | -$1.12M | 0.54% | 36 |
|
|
2023
Q2 | $2.73M | Sell |
5,685
-1,492
| -21% | -$717K | 0.77% | 22 |
|
|
2023
Q1 | $3.39M | Hold |
7,177
| – | – | 1% | 17 |
|
|
2022
Q4 | $3.81M | Hold |
7,177
| – | – | 1.3% | 15 |
|
|
2022
Q3 | $3.62M | Sell |
7,177
-105
| -1% | -$53K | 1.19% | 13 |
|
|
2022
Q2 | $3.74M | Buy |
7,282
+52
| +0.7% | +$26.7K | 1.17% | 15 |
|
|
2022
Q1 | $3.69M | Sell |
7,230
-196
| -3% | -$100K | 0.99% | 18 |
|
|
2021
Q4 | $3.73M | Buy |
7,426
+31
| +0.4% | +$15.6K | 0.63% | 35 |
|
|
2021
Q3 | $2.89M | Buy |
7,395
+177
| +2% | +$69.1K | 0.57% | 45 |
|
|
2021
Q2 | $2.89M | Hold |
7,218
| – | – | 0.6% | 40 |
|
|
2021
Q1 | $2.69M | Sell |
7,218
-70
| -1% | -$26K | 0.64% | 35 |
|
|
2020
Q4 | $2.56M | Sell |
7,288
-562
| -7% | -$197K | 0.66% | 39 |
|
|
2020
Q3 | $2.45M | Buy |
7,850
+174
| +2% | +$54.2K | 0.71% | 35 |
|
|
2020
Q2 | $2.26M | Buy |
+7,676
| New | +$2.26M | 0.54% | 43 |
|