Twin Focus Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $601K | Buy |
+1,925
| New | +$601K | 0.08% | 99 |
|
2024
Q4 | – | Sell |
-422
| Closed | -$247K | – | 154 |
|
2024
Q3 | $247K | Sell |
422
-225
| -35% | -$132K | 0.04% | 134 |
|
2024
Q2 | $329K | Sell |
647
-15
| -2% | -$7.64K | 0.05% | 116 |
|
2024
Q1 | $327K | Buy |
662
+225
| +51% | +$111K | 0.06% | 112 |
|
2023
Q4 | $230K | Sell |
437
-10
| -2% | -$5.27K | 0.05% | 141 |
|
2023
Q3 | $225K | Sell |
447
-1,091
| -71% | -$550K | 0.05% | 145 |
|
2023
Q2 | $739K | Sell |
1,538
-42
| -3% | -$20.2K | 0.15% | 83 |
|
2023
Q1 | $747K | Buy |
1,580
+14
| +0.9% | +$6.62K | 0.15% | 79 |
|
2022
Q4 | $830K | Sell |
1,566
-8
| -0.5% | -$4.24K | 0.17% | 75 |
|
2022
Q3 | $795K | Sell |
1,574
-44
| -3% | -$22.2K | 0.19% | 72 |
|
2022
Q2 | $831K | Sell |
1,618
-69
| -4% | -$35.4K | 0.19% | 70 |
|
2022
Q1 | $860K | Buy |
1,687
+9
| +0.5% | +$4.59K | 0.17% | 76 |
|
2021
Q4 | $843K | Buy |
1,678
+622
| +59% | +$312K | 0.17% | 71 |
|
2021
Q3 | $413K | Buy |
1,056
+53
| +5% | +$20.7K | 0.1% | 111 |
|
2021
Q2 | $402K | Buy |
1,003
+400
| +66% | +$160K | 0.09% | 114 |
|
2021
Q1 | $224K | Hold |
603
| – | – | 0.06% | 138 |
|
2020
Q4 | $211K | Buy |
+603
| New | +$211K | 0.06% | 151 |
|
2020
Q2 | – | Sell |
-893
| Closed | -$223K | – | 175 |
|
2020
Q1 | $223K | Sell |
893
-655
| -42% | -$164K | 0.1% | 127 |
|
2019
Q4 | $455K | Buy |
1,548
+369
| +31% | +$108K | 0.15% | 107 |
|
2019
Q3 | $256K | Buy |
+1,179
| New | +$256K | 0.1% | 129 |
|