Verity 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 | – | Sell |
-445
| Closed | -$233K | – | 216 |
|
|
2025
Q1 | $233K | Sell |
445
-116
| -21% | -$60.7K | 0.09% | 174 |
|
|
2024
Q4 | $223K | Sell |
561
-50
| -8% | -$19.8K | 0.13% | 172 |
|
|
2024
Q3 | $357K | Buy |
611
+2
| +0.3% | +$1.17K | 0.13% | 137 |
|
|
2024
Q2 | $311K | Buy |
609
+80
| +15% | +$40.8K | 0.12% | 141 |
|
|
2024
Q1 | $262K | Buy |
529
+1
| +0.2% | +$494 | 0.15% | 161 |
|
|
2023
Q4 | $278K | Hold |
528
| – | – | 0.18% | 136 |
|
|
2023
Q3 | $266K | Buy |
528
+4
| +0.8% | +$2.02K | 0.2% | 135 |
|
|
2023
Q2 | $252K | Sell |
524
-9
| -2% | -$4.33K | 0.19% | 141 |
|
|
2023
Q1 | $252K | Buy |
533
+21
| +4% | +$9.92K | 0.15% | 141 |
|
|
2022
Q4 | $272K | Buy |
+512
| New | +$272K | 0.23% | 130 |
|
|
2022
Q1 | $237K | Sell |
465
-28
| -6% | -$14.3K | 0.15% | 176 |
|
|
2021
Q4 | $247K | Buy |
+493
| New | +$247K | 0.15% | 163 |
|
|
2021
Q3 | – | Sell |
-603
| Closed | -$242K | – | 233 |
|
|
2021
Q2 | $242K | Buy |
+603
| New | +$242K | 0.13% | 191 |
|
|
2018
Q4 | – | Sell |
-7,024
| Closed | -$1.87M | – | 148 |
|
|
2018
Q3 | $1.87M | Sell |
7,024
-348
| -5% | -$92.6K | 1.84% | 13 |
|
|
2018
Q2 | $1.81M | Buy |
+7,372
| New | +$1.81M | 1.63% | 16 |
|
|
2015
Q1 | – | Sell |
-8,089
| Closed | -$817K | – | 106 |
|
|
2014
Q4 | $817K | Buy |
8,089
+994
| +14% | +$100K | 0.79% | 36 |
|
|
2014
Q3 | $611K | Buy |
7,095
+1,278
| +22% | +$110K | 0.69% | 36 |
|
|
2014
Q2 | $475K | Buy |
5,817
+1,206
| +26% | +$98.5K | 0.52% | 35 |
|
|
2014
Q1 | $377K | Buy |
4,611
+1,588
| +53% | +$130K | 0.39% | 39 |
|
|
2013
Q4 | $228K | Buy |
+3,023
| New | +$228K | 0.25% | 47 |
|