Union Heritage 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 | $2.96M | Hold |
9,478
| – | – | 1.03% | 35 |
|
|
2025
Q1 | $4.96M | Hold |
9,478
| – | – | 1.85% | 19 |
|
|
2024
Q4 | $4.79M | Hold |
9,478
| – | – | 1.77% | 20 |
|
|
2024
Q3 | $5.54M | Hold |
9,478
| – | – | 2.04% | 17 |
|
|
2024
Q2 | $4.83M | Hold |
9,478
| – | – | 1.9% | 19 |
|
|
2024
Q1 | $4.69M | Buy |
9,478
+1,578
| +20% | +$781K | 1.86% | 22 |
|
|
2023
Q4 | $4.16M | Hold |
7,900
| – | – | 2.16% | 16 |
|
|
2023
Q3 | $3.98M | Hold |
7,900
| – | – | 2.26% | 14 |
|
|
2023
Q2 | $3.8M | Hold |
7,900
| – | – | 2.06% | 19 |
|
|
2023
Q1 | $3.73M | Hold |
7,900
| – | – | 2.27% | 18 |
|
|
2022
Q4 | $4.19M | Hold |
7,900
| – | – | 2.55% | 14 |
|
|
2022
Q3 | $3.99M | Hold |
7,900
| – | – | 2.65% | 11 |
|
|
2022
Q2 | $4.06M | Hold |
7,900
| – | – | 2.61% | 12 |
|
|
2022
Q1 | $4.03M | Sell |
7,900
-100
| -1% | -$51K | 2.24% | 15 |
|
|
2021
Q4 | $4.02M | Hold |
8,000
| – | – | 1.88% | 18 |
|
|
2021
Q3 | $3.13M | Hold |
8,000
| – | – | 1.47% | 25 |
|
|
2021
Q2 | $3.2M | Hold |
8,000
| – | – | 1.5% | 24 |
|
|
2021
Q1 | $2.98M | Buy |
+8,000
| New | +$2.98M | 1.48% | 23 |
|