1834 Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.17M | Sell |
8,037
-546
| -6% | -$163K | 0.27% | 77 |
|
|
2025
Q4 | $2.83M | Sell |
8,583
-778
| -8% | -$264K | 0.36% | 70 |
|
|
2025
Q3 | $3.23M | Sell |
9,361
-485
| -5% | -$147K | 0.4% | 67 |
|
|
2025
Q2 | $3.07M | Sell |
9,846
-312
| -3% | -$119K | 0.39% | 63 |
|
|
2025
Q1 | $5.32M | Sell |
10,158
-586
| -5% | -$300K | 0.69% | 48 |
|
|
2024
Q4 | $5.43M | Sell |
10,744
-512
| -5% | -$291K | 0.69% | 44 |
|
|
2024
Q3 | $6.58M | Sell |
11,256
-1,861
| -14% | -$1.05M | 0.77% | 38 |
|
|
2024
Q2 | $6.68M | Sell |
13,117
-1,586
| -11% | -$777K | 0.8% | 33 |
|
|
2024
Q1 | $7.27M | Sell |
14,703
-3,751
| -20% | -$1.91M | 0.86% | 33 |
|
|
2023
Q4 | $9.72M | Sell |
18,454
-3,574
| -16% | -$1.91M | 1.16% | 16 |
|
|
2023
Q3 | $11.1M | Sell |
22,028
-1,375
| -6% | -$677K | 1.38% | 14 |
|
|
2023
Q2 | $11.2M | Sell |
23,403
-1,696
| -7% | -$829K | 1.34% | 15 |
|
|
2023
Q1 | $11.9M | Buy |
25,099
+3,239
| +15% | +$1.56M | 1.42% | 16 |
|
|
2022
Q4 | $11.6M | Sell |
21,860
-713
| -3% | -$378K | 1.65% | 13 |
|
|
2022
Q3 | $11.4M | Sell |
22,573
-518
| -2% | -$272K | 1.71% | 14 |
|
|
2022
Q2 | $11.9M | Sell |
23,091
-4,813
| -17% | -$2.42M | 1.67% | 15 |
|
|
2022
Q1 | $14.2M | Sell |
27,904
-1,403
| -5% | -$677K | 1.74% | 13 |
|
|
2021
Q4 | $14.7M | Sell |
29,307
-174
| -0.6% | -$78.8K | 1.66% | 14 |
|
|
2021
Q3 | $11.5M | Sell |
29,481
-125
| -0.4% | -$51.8K | 1.4% | 17 |
|
|
2021
Q2 | $11.9M | Sell |
29,606
-1,073
| -3% | -$428K | 1.43% | 16 |
|
|
2021
Q1 | $11.4M | Sell |
30,679
-1,870
| -6% | -$648K | 1.48% | 15 |
|
|
2020
Q4 | $11.4M | Sell |
32,549
-4,522
| -12% | -$1.52M | 1.52% | 16 |
|
|
2020
Q3 | $11.6M | Buy |
37,071
+1,703
| +5% | +$523K | 1.69% | 14 |
|
|
2020
Q2 | $10.4M | Buy |
35,368
+1,142
| +3% | +$327K | 1.65% | 14 |
|
|
2020
Q1 | $8.54M | Buy |
34,226
+1,055
| +3% | +$290K | 1.62% | 15 |
|
|
2019
Q4 | $9.75M | Sell |
33,171
-4,970
| -13% | -$1.3M | 1.5% | 21 |
|
|
2019
Q3 | $8.29M | Buy |
38,141
+1,566
| +4% | +$378K | 1.2% | 28 |
|
|
2019
Q2 | $8.93M | Buy |
36,575
+31,195
| +580% | +$7.5M | 1.35% | 23 |
|
|
2019
Q1 | $1.33M | Buy |
5,380
+708
| +15% | +$181K | 0.2% | 83 |
|
|
2018
Q4 | $1.16M | Hold |
4,672
| – | – | 0.19% | 86 |
|
|
2018
Q3 | $1.24M | Sell |
4,672
-100
| -2% | -$26K | 0.18% | 86 |
|
|
2018
Q2 | $1.17M | Sell |
4,772
-70
| -1% | -$16.8K | 0.18% | 85 |
|
|
2018
Q1 | $1.04M | Sell |
4,842
-17
| -0.3% | -$3.88K | 0.18% | 92 |
|
|
2017
Q4 | $1.07M | Buy |
4,859
+3,698
| +319% | +$784K | 0.17% | 100 |
|
|
2017
Q3 | $227K | Buy |
1,161
+48
| +4% | +$9.27K | 0.04% | 158 |
|
|
2017
Q2 | $206K | Buy |
+1,113
| New | +$195K | 0.04% | 166 |
|
|
2014
Q1 | – | Sell |
-48,568
| Closed | -$3.66M | – | 160 |
|
|
2013
Q4 | $3.66M | Sell |
48,568
-3,019
| -6% | -$217K | 1.07% | 34 |
|
|
2013
Q3 | $3.69M | Buy |
51,587
+2,115
| +4% | +$151K | 1.21% | 31 |
|
|
2013
Q2 | $3.24M | Buy |
+49,472
| New | +$3.08M | 1.11% | 30 |
|
Other funds holding UNH
VCM
VPM
