Zuckerman Investment Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.53M Buy
2025
Q2
$1.25M Buy
2025
Q1
$1.36M Sell
2024
Q4
$1.43M Buy
2024
Q3
$1.24M Buy
2024
Q2
$1.05M Buy
2024
Q1
$611K Buy
2023
Q4
$580K Sell
2023
Q3
$564K Buy
2023
Q2
$506K Sell
2023
Q1
$518K Buy
2022
Q4
$558K Sell
2022
Q3
$536K Buy
2022
Q2
$498K Buy
2022
Q1
$420K Buy
2021
Q4
$410K Buy
2021
Q3
$302K Buy
2021
Q2
$285K Buy
2021
Q1
$231K Buy