Westhampton 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 | – | Sell |
-3,032
| Closed | -$1.59M | – | 119 |
|
|
2025
Q1 | $1.59M | Sell |
3,032
-17
| -0.6% | -$8.9K | 0.87% | 38 |
|
|
2024
Q4 | $1.54M | Sell |
3,049
-20
| -0.7% | -$10.1K | 0.79% | 44 |
|
|
2024
Q3 | $1.79M | Buy |
3,069
+10
| +0.3% | +$5.85K | 0.91% | 37 |
|
|
2024
Q2 | $1.56M | Buy |
3,059
+15
| +0.5% | +$7.64K | 0.84% | 38 |
|
|
2024
Q1 | $1.51M | Sell |
3,044
-10
| -0.3% | -$4.95K | 0.82% | 44 |
|
|
2023
Q4 | $1.61M | Sell |
3,054
-13
| -0.4% | -$6.85K | 0.96% | 39 |
|
|
2023
Q3 | $1.55M | Sell |
3,067
-15
| -0.5% | -$7.56K | 1% | 35 |
|
|
2023
Q2 | $1.48M | Buy |
3,082
+495
| +19% | +$238K | 0.96% | 33 |
|
|
2023
Q1 | $1.22M | Buy |
2,587
+30
| +1% | +$14.2K | 0.79% | 44 |
|
|
2022
Q4 | $1.36M | Buy |
2,557
+165
| +7% | +$87.5K | 0.92% | 43 |
|
|
2022
Q3 | $1.21M | Buy |
2,392
+10
| +0.4% | +$5.05K | 0.91% | 40 |
|
|
2022
Q2 | $1.22M | Buy |
2,382
+97
| +4% | +$49.8K | 0.86% | 43 |
|
|
2022
Q1 | $1.17M | Buy |
2,285
+10
| +0.4% | +$5.1K | 0.75% | 44 |
|
|
2021
Q4 | $1.14M | Buy |
2,275
+10
| +0.4% | +$5.02K | 0.7% | 49 |
|
|
2021
Q3 | $885K | Sell |
2,265
-20
| -0.9% | -$7.82K | 0.61% | 52 |
|
|
2021
Q2 | $915K | Hold |
2,285
| – | – | 0.59% | 54 |
|
|
2021
Q1 | $850K | Hold |
2,285
| – | – | 0.59% | 54 |
|
|
2020
Q4 | $801K | Hold |
2,285
| – | – | 0.6% | 53 |
|
|
2020
Q3 | $712K | Sell |
2,285
-56
| -2% | -$17.4K | 0.58% | 51 |
|
|
2020
Q2 | $690K | Sell |
2,341
-55
| -2% | -$16.2K | 0.6% | 50 |
|
|
2020
Q1 | $598K | Hold |
2,396
| – | – | 0.62% | 48 |
|
|
2019
Q4 | $704K | Buy |
2,396
+120
| +5% | +$35.3K | 0.57% | 52 |
|
|
2019
Q3 | $495K | Buy |
2,276
+1,080
| +90% | +$235K | 0.41% | 66 |
|
|
2019
Q2 | $292K | Buy |
+1,196
| New | +$292K | 0.25% | 94 |
|