Windward 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
Q1 | – | Sell |
-1,154
| Closed | -$584K | – | 83 |
|
|
2024
Q4 | $584K | Sell |
1,154
-41
| -3% | -$20.7K | 0.04% | 65 |
|
|
2024
Q3 | $699K | Buy |
1,195
+771
| +182% | +$451K | 0.05% | 64 |
|
|
2024
Q2 | $216K | Sell |
424
-47
| -10% | -$23.9K | 0.02% | 73 |
|
|
2024
Q1 | $233K | Buy |
+471
| New | +$233K | 0.02% | 74 |
|
|
2023
Q3 | – | Sell |
-622
| Closed | -$299K | – | 72 |
|
|
2023
Q2 | $299K | Sell |
622
-5
| -0.8% | -$2.4K | 0.03% | 74 |
|
|
2023
Q1 | $296K | Buy |
627
+116
| +23% | +$54.8K | 0.03% | 75 |
|
|
2022
Q4 | $271K | Sell |
511
-4
| -0.8% | -$2.12K | 0.03% | 77 |
|
|
2022
Q3 | $260K | Sell |
515
-2
| -0.4% | -$1.01K | 0.03% | 77 |
|
|
2022
Q2 | $266K | Sell |
517
-5
| -1% | -$2.57K | 0.03% | 77 |
|
|
2022
Q1 | $266K | Sell |
522
-2
| -0.4% | -$1.02K | 0.02% | 76 |
|
|
2021
Q4 | $263K | Hold |
524
| – | – | 0.02% | 77 |
|
|
2021
Q3 | $205K | Sell |
524
-1
| -0.2% | -$391 | 0.02% | 79 |
|
|
2021
Q2 | $210K | Buy |
+525
| New | +$210K | 0.02% | 81 |
|