Whitener 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 |
-7,132
| Closed | -$3.74M | – | 157 |
|
|
2025
Q1 | $3.74M | Buy |
7,132
+1,248
| +21% | +$654K | 1.06% | 23 |
|
|
2024
Q4 | $2.98M | Buy |
5,884
+130
| +2% | +$65.8K | 0.83% | 27 |
|
|
2024
Q3 | $3.36M | Buy |
5,754
+362
| +7% | +$212K | 0.95% | 26 |
|
|
2024
Q2 | $2.75M | Buy |
5,392
+780
| +17% | +$397K | 0.83% | 28 |
|
|
2024
Q1 | $2.28M | Buy |
4,612
+850
| +23% | +$420K | 0.75% | 30 |
|
|
2023
Q4 | $1.98M | Buy |
3,762
+322
| +9% | +$170K | 0.72% | 34 |
|
|
2023
Q3 | $1.73M | Buy |
3,440
+30
| +0.9% | +$15.1K | 0.69% | 34 |
|
|
2023
Q2 | $1.64M | Buy |
3,410
+95
| +3% | +$45.7K | 0.63% | 38 |
|
|
2023
Q1 | $1.57M | Buy |
3,315
+147
| +5% | +$69.5K | 0.65% | 39 |
|
|
2022
Q4 | $1.68M | Buy |
3,168
+150
| +5% | +$79.5K | 0.73% | 38 |
|
|
2022
Q3 | $1.52M | Buy |
3,018
+36
| +1% | +$18.2K | 0.72% | 39 |
|
|
2022
Q2 | $1.53M | Sell |
2,982
-46
| -2% | -$23.6K | 0.69% | 40 |
|
|
2022
Q1 | $1.54M | Sell |
3,028
-204
| -6% | -$104K | 0.58% | 45 |
|
|
2021
Q4 | $1.62M | Sell |
3,232
-133
| -4% | -$66.7K | 0.58% | 43 |
|
|
2021
Q3 | $1.18M | Buy |
3,365
+101
| +3% | +$35.4K | 0.54% | 51 |
|
|
2021
Q2 | $1.31M | Sell |
3,264
-75
| -2% | -$30K | 0.52% | 53 |
|
|
2021
Q1 | $1.24M | Sell |
3,339
-26
| -0.8% | -$9.67K | 0.54% | 53 |
|
|
2020
Q4 | $1.18M | Sell |
3,365
-5
| -0.1% | -$1.75K | 0.54% | 51 |
|
|
2020
Q3 | $1.05M | Sell |
3,370
-134
| -4% | -$41.8K | 0.51% | 56 |
|
|
2020
Q2 | $1.03M | Buy |
3,504
+10
| +0.3% | +$2.95K | 0.54% | 52 |
|
|
2020
Q1 | $871K | Sell |
3,494
-255
| -7% | -$63.6K | 0.56% | 50 |
|
|
2019
Q4 | $1.1M | Buy |
3,749
+534
| +17% | +$157K | 0.57% | 47 |
|
|
2019
Q3 | $698K | Sell |
3,215
-10
| -0.3% | -$2.17K | 0.38% | 65 |
|
|
2019
Q2 | $786K | Hold |
3,225
| – | – | 0.45% | 56 |
|
|
2019
Q1 | $797K | Hold |
3,225
| – | – | 0.52% | 52 |
|
|
2018
Q4 | $803K | Sell |
3,225
-25
| -0.8% | -$6.23K | 0.59% | 50 |
|
|
2018
Q3 | $864K | Hold |
3,250
| – | – | 0.57% | 47 |
|
|
2018
Q2 | $797K | Hold |
3,250
| – | – | 0.63% | 50 |
|
|
2018
Q1 | $695K | Hold |
3,250
| – | – | 0.53% | 53 |
|
|
2017
Q4 | $716K | Buy |
+3,250
| New | +$716K | 0.62% | 46 |
|