Whitford Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,675
| Closed | -$9.45M | – | 24 |
|
|
2024
Q4 | $9.45M | Buy |
18,675
+10,950
| +142% | +$5.54M | 2.53% | 10 |
|
|
2024
Q3 | $4.52M | Sell |
7,725
-2,135
| -22% | -$1.25M | 2.57% | 5 |
|
|
2024
Q2 | $5.02M | Buy |
9,860
+796
| +9% | +$405K | 2.92% | 2 |
|
|
2024
Q1 | $4.48M | Sell |
9,064
-25,361
| -74% | -$12.5M | 2.52% | 4 |
|
|
2023
Q4 | $18.1M | Buy |
34,425
+33,497
| +3,610% | +$17.6M | 7.12% | 2 |
|
|
2023
Q3 | $468K | Buy |
928
+54
| +6% | +$27.2K | 0.61% | 5 |
|
|
2023
Q2 | $420K | Buy |
874
+4
| +0.5% | +$1.92K | 0.52% | 7 |
|
|
2023
Q1 | $411K | Sell |
870
-2,472
| -74% | -$1.17M | 0.52% | 9 |
|
|
2022
Q4 | $1.77M | Buy |
+3,342
| New | +$1.77M | 2.16% | 15 |
|