Truvestments 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 | $172K | Sell |
552
-84
| -13% | -$26.2K | 0.03% | 248 |
|
|
2025
Q1 | $333K | Buy |
636
+41
| +7% | +$21.5K | 0.07% | 185 |
|
|
2024
Q4 | $301K | Buy |
595
+4
| +0.7% | +$2.03K | 0.08% | 177 |
|
|
2024
Q3 | $346K | Buy |
591
+68
| +13% | +$39.8K | 0.09% | 159 |
|
|
2024
Q2 | $266K | Buy |
+523
| New | +$266K | 0.11% | 175 |
|
|
2023
Q4 | – | Sell |
-16
| Closed | -$8.07K | – | 819 |
|
|
2023
Q3 | $8.07K | Hold |
16
| – | – | ﹤0.01% | 466 |
|
|
2023
Q2 | $7.69K | Hold |
16
| – | – | ﹤0.01% | 477 |
|
|
2023
Q1 | $7.56K | Sell |
16
-6
| -27% | -$2.84K | ﹤0.01% | 464 |
|
|
2022
Q4 | $11.7K | Buy |
22
+6
| +38% | +$3.18K | 0.01% | 443 |
|
|
2022
Q3 | $8K | Hold |
16
| – | – | 0.01% | 436 |
|
|
2022
Q2 | $8K | Buy |
+16
| New | +$8K | ﹤0.01% | 440 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | -$8K | – | 523 |
|
|
2021
Q4 | $8K | Hold |
16
| – | – | ﹤0.01% | 427 |
|
|
2021
Q3 | $6K | Hold |
16
| – | – | ﹤0.01% | 438 |
|
|
2021
Q2 | $6K | Hold |
16
| – | – | ﹤0.01% | 444 |
|
|
2021
Q1 | $6K | Hold |
16
| – | – | ﹤0.01% | 511 |
|
|
2020
Q4 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 501 |
|
|
2020
Q3 | – | Sell |
-66
| Closed | -$19K | – | 539 |
|
|
2020
Q2 | $19K | Buy |
+66
| New | +$19K | 0.02% | 314 |
|
|
2019
Q4 | – | Sell |
-611
| Closed | -$133K | – | 558 |
|
|
2019
Q3 | $133K | Hold |
611
| – | – | 0.09% | 161 |
|
|
2019
Q2 | $149K | Buy |
611
+440
| +257% | +$107K | 0.1% | 156 |
|
|
2019
Q1 | $42K | Buy |
+171
| New | +$42K | 0.03% | 310 |
|
|
2018
Q3 | $5K | Buy |
+17
| New | +$5K | ﹤0.01% | 738 |
|