Waterloo 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 | $1.72M | Sell |
5,529
-2,196
| -28% | -$685K | 0.14% | 146 |
|
|
2025
Q1 | $4.05M | Buy |
7,725
+282
| +4% | +$148K | 0.38% | 65 |
|
|
2024
Q4 | $3.77M | Sell |
7,443
-138
| -2% | -$69.8K | 0.4% | 67 |
|
|
2024
Q3 | $4.43M | Sell |
7,581
-338
| -4% | -$198K | 0.48% | 50 |
|
|
2024
Q2 | $4.03M | Buy |
7,919
+960
| +14% | +$489K | 0.48% | 52 |
|
|
2024
Q1 | $3.44M | Buy |
6,959
+1,646
| +31% | +$814K | 0.44% | 54 |
|
|
2023
Q4 | $2.8M | Buy |
5,313
+2,548
| +92% | +$1.34M | 0.45% | 52 |
|
|
2023
Q3 | $1.39M | Buy |
2,765
+316
| +13% | +$159K | 0.41% | 52 |
|
|
2023
Q2 | $1.18M | Sell |
2,449
-218
| -8% | -$105K | 0.35% | 51 |
|
|
2023
Q1 | $1.26M | Buy |
+2,667
| New | +$1.26M | 0.39% | 48 |
|
|
2020
Q1 | $841K | Buy |
+3,373
| New | +$841K | 0.6% | 40 |
|