Union Heritage Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.44M | Sell |
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|
2025
Q2 | $2.96M | Hold |
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|
2025
Q1 | $4.96M | Hold |
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|
2024
Q4 | $4.79M | Hold |
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|
2024
Q3 | $5.54M | Hold |
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|
2024
Q2 | $4.83M | Hold |
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|
2024
Q1 | $4.69M | Buy |
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|
2023
Q4 | $4.16M | Hold |
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|
2023
Q3 | $3.98M | Hold |
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|
2023
Q2 | $3.8M | Hold |
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|
2023
Q1 | $3.73M | Hold |
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|
2022
Q4 | $4.19M | Hold |
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|
2022
Q3 | $3.99M | Hold |
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|
2022
Q2 | $4.06M | Hold |
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|
2022
Q1 | $4.03M | Sell |
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|
2021
Q4 | $4.02M | Hold |
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|
2021
Q3 | $3.13M | Hold |
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|
2021
Q2 | $3.2M | Hold |
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|
2021
Q1 | $2.98M | Buy |
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