Unison Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Buy |
18,776
+229
| +1% | +$71.4K | 2.95% | 16 |
|
|
2025
Q1 | $10.1M | Buy |
18,547
+256
| +1% | +$139K | 5.94% | 6 |
|
|
2024
Q4 | $9.25M | Buy |
18,291
+1,405
| +8% | +$711K | 4.54% | 9 |
|
|
2024
Q3 | $9.87M | Sell |
16,886
-25
| -0.1% | -$14.6K | 4.69% | 6 |
|
|
2024
Q2 | $8.61M | Buy |
16,911
+2,502
| +17% | +$1.27M | 4.36% | 8 |
|
|
2024
Q1 | $7.13M | Buy |
14,409
+3,374
| +31% | +$1.67M | 3.73% | 12 |
|
|
2023
Q4 | $5.81M | Hold |
11,035
| – | – | 3.41% | 12 |
|
|
2023
Q3 | $5.56M | Buy |
11,035
+130
| +1% | +$65.5K | 3.66% | 11 |
|
|
2023
Q2 | $5.24M | Buy |
10,905
+431
| +4% | +$207K | 3.5% | 12 |
|
|
2023
Q1 | $4.95M | Buy |
10,474
+972
| +10% | +$459K | 3.75% | 11 |
|
|
2022
Q4 | $5.04M | Buy |
9,502
+185
| +2% | +$98.1K | 4.18% | 9 |
|
|
2022
Q3 | $4.71M | Buy |
9,317
+93
| +1% | +$47K | 4.23% | 10 |
|
|
2022
Q2 | $4.74M | Hold |
9,224
| – | – | 4.63% | 6 |
|
|
2022
Q1 | $4.7M | Hold |
9,224
| – | – | 4.04% | 11 |
|
|
2021
Q4 | $4.63M | Hold |
9,224
| – | – | 3.82% | 13 |
|
|
2021
Q3 | $3.6M | Sell |
9,224
-25
| -0.3% | -$9.77K | 3.21% | 16 |
|
|
2021
Q2 | $3.7M | Hold |
9,249
| – | – | 3.23% | 16 |
|
|
2021
Q1 | $3.44M | Hold |
9,249
| – | – | 3.18% | 14 |
|
|
2020
Q4 | $3.24M | Buy |
+9,249
| New | +$3.24M | 3.22% | 12 |
|