Verde Capital 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 | – | Sell |
-481
| Closed | -$252K | – | 69 |
|
|
2025
Q1 | $252K | Sell |
481
-48
| -9% | -$25.1K | 0.07% | 60 |
|
|
2024
Q4 | $268K | Sell |
529
-165
| -24% | -$83.5K | 0.08% | 56 |
|
|
2024
Q3 | $406K | Sell |
694
-110
| -14% | -$64.3K | 0.12% | 48 |
|
|
2024
Q2 | $410K | Buy |
804
+142
| +21% | +$72.4K | 0.13% | 41 |
|
|
2024
Q1 | $328K | Buy |
+662
| New | +$328K | 0.11% | 36 |
|
|
2023
Q4 | – | Sell |
-486
| Closed | -$245K | – | 46 |
|
|
2023
Q3 | $245K | Buy |
486
+67
| +16% | +$33.8K | 0.1% | 39 |
|
|
2023
Q2 | $201K | Buy |
+419
| New | +$201K | 0.08% | 42 |
|