Zuckerman Investment Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
3,994
+1,399
| +54% | +$436K | 0.12% | 75 |
|
|
2025
Q1 | $1.36M | Sell |
2,595
-6
| -0.2% | -$3.14K | 0.15% | 72 |
|
|
2024
Q4 | $1.43M | Buy |
2,601
+485
| +23% | +$266K | 0.14% | 71 |
|
|
2024
Q3 | $1.24M | Buy |
2,116
+64
| +3% | +$37.4K | 0.13% | 71 |
|
|
2024
Q2 | $1.05M | Buy |
2,052
+817
| +66% | +$416K | 0.12% | 70 |
|
|
2024
Q1 | $611K | Buy |
1,235
+134
| +12% | +$66.3K | 0.07% | 86 |
|
|
2023
Q4 | $580K | Sell |
1,101
-17
| -2% | -$8.95K | 0.07% | 83 |
|
|
2023
Q3 | $564K | Buy |
1,118
+65
| +6% | +$32.8K | 0.08% | 75 |
|
|
2023
Q2 | $506K | Sell |
1,053
-44
| -4% | -$21.1K | 0.07% | 78 |
|
|
2023
Q1 | $518K | Buy |
1,097
+45
| +4% | +$21.3K | 0.08% | 78 |
|
|
2022
Q4 | $558K | Sell |
1,052
-9
| -0.8% | -$4.77K | 0.09% | 77 |
|
|
2022
Q3 | $536K | Buy |
1,061
+91
| +9% | +$46K | 0.1% | 69 |
|
|
2022
Q2 | $498K | Buy |
970
+146
| +18% | +$75K | 0.09% | 69 |
|
|
2022
Q1 | $420K | Buy |
824
+7
| +0.9% | +$3.57K | 0.07% | 78 |
|
|
2021
Q4 | $410K | Buy |
817
+43
| +6% | +$21.6K | 0.06% | 83 |
|
|
2021
Q3 | $302K | Buy |
774
+63
| +9% | +$24.6K | 0.05% | 93 |
|
|
2021
Q2 | $285K | Buy |
711
+90
| +14% | +$36.1K | 0.04% | 99 |
|
|
2021
Q1 | $231K | Buy |
+621
| New | +$231K | 0.04% | 101 |
|