Acropolis Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.21M | Sell |
10,294
-1,004
| -9% | -$313K | 0.18% | 51 |
|
2025
Q1 | $5.92M | Buy |
11,298
+378
| +3% | +$198K | 0.35% | 32 |
|
2024
Q4 | $5.52M | Sell |
10,920
-207
| -2% | -$105K | 0.33% | 35 |
|
2024
Q3 | $6.51M | Sell |
11,127
-74
| -0.7% | -$43.3K | 0.39% | 30 |
|
2024
Q2 | $5.7M | Buy |
11,201
+187
| +2% | +$95.2K | 0.36% | 34 |
|
2024
Q1 | $5.45M | Sell |
11,014
-103
| -0.9% | -$51K | 0.36% | 32 |
|
2023
Q4 | $5.84M | Sell |
11,117
-269
| -2% | -$141K | 0.41% | 30 |
|
2023
Q3 | $5.74M | Sell |
11,386
-214
| -2% | -$108K | 0.44% | 29 |
|
2023
Q2 | $5.58M | Sell |
11,600
-368
| -3% | -$177K | 0.44% | 29 |
|
2023
Q1 | $5.66M | Buy |
11,968
+1,121
| +10% | +$530K | 0.46% | 28 |
|
2022
Q4 | $5.75M | Sell |
10,847
-133
| -1% | -$70.5K | 0.52% | 22 |
|
2022
Q3 | $5.55M | Sell |
10,980
-357
| -3% | -$180K | 0.57% | 23 |
|
2022
Q2 | $5.82M | Sell |
11,337
-62
| -0.5% | -$31.8K | 0.57% | 22 |
|
2022
Q1 | $5.81M | Sell |
11,399
-1,711
| -13% | -$873K | 0.53% | 22 |
|
2021
Q4 | $6.58M | Sell |
13,110
-38
| -0.3% | -$19.1K | 0.59% | 18 |
|
2021
Q3 | $5.12M | Sell |
13,148
-48
| -0.4% | -$18.7K | 0.61% | 22 |
|
2021
Q2 | $5.28M | Sell |
13,196
-195
| -1% | -$78.1K | 0.51% | 22 |
|
2021
Q1 | $4.98M | Buy |
13,391
+64
| +0.5% | +$23.8K | 0.51% | 23 |
|
2020
Q4 | $4.67M | Buy |
13,327
+57
| +0.4% | +$20K | 0.51% | 22 |
|
2020
Q3 | $4.14M | Buy |
13,270
+46
| +0.3% | +$14.3K | 0.51% | 24 |
|
2020
Q2 | $3.9M | Buy |
13,224
+30
| +0.2% | +$8.85K | 0.51% | 23 |
|
2020
Q1 | $3.29M | Sell |
13,194
-95
| -0.7% | -$23.7K | 0.51% | 24 |
|
2019
Q4 | $3.91M | Sell |
13,289
-235
| -2% | -$69.1K | 0.54% | 21 |
|
2019
Q3 | $2.94M | Sell |
13,524
-64
| -0.5% | -$13.9K | 0.42% | 26 |
|
2019
Q2 | $3.32M | Sell |
13,588
-103
| -0.8% | -$25.1K | 0.51% | 21 |
|
2019
Q1 | $3.39M | Sell |
13,691
-1,372
| -9% | -$339K | 0.53% | 20 |
|
2018
Q4 | $3.75M | Buy |
15,063
+892
| +6% | +$222K | 0.65% | 18 |
|
2018
Q3 | $3.77M | Buy |
14,171
+781
| +6% | +$208K | 0.61% | 18 |
|
2018
Q2 | $3.29M | Sell |
13,390
-2,476
| -16% | -$607K | 0.54% | 18 |
|
2018
Q1 | $3.4M | Sell |
15,866
-1,279
| -7% | -$274K | 0.55% | 19 |
|
2017
Q4 | $3.78M | Sell |
17,145
-290
| -2% | -$63.9K | 0.58% | 17 |
|
2017
Q3 | $3.42M | Sell |
17,435
-1,868
| -10% | -$366K | 0.56% | 17 |
|
2017
Q2 | $3.58M | Sell |
19,303
-1,955
| -9% | -$362K | 0.61% | 18 |
|
2017
Q1 | $3.49M | Sell |
21,258
-155
| -0.7% | -$25.4K | 0.61% | 19 |
|
2016
Q4 | $3.43M | Sell |
21,413
-1,620
| -7% | -$259K | 0.63% | 19 |
|
2016
Q3 | $3.23M | Sell |
23,033
-1,012
| -4% | -$142K | 0.6% | 19 |
|
2016
Q2 | $3.4M | Sell |
24,045
-20
| -0.1% | -$2.82K | 0.64% | 19 |
|
2016
Q1 | $3.1M | Sell |
24,065
-1,370
| -5% | -$177K | 0.6% | 21 |
|
2015
Q4 | $2.99M | Buy |
25,435
+1,710
| +7% | +$201K | 0.6% | 20 |
|
2015
Q3 | $2.75M | Buy |
23,725
+675
| +3% | +$78.3K | 0.57% | 20 |
|
2015
Q2 | $2.81M | Sell |
23,050
-348
| -1% | -$42.5K | 0.55% | 22 |
|
2015
Q1 | $2.77M | Sell |
23,398
-190
| -0.8% | -$22.5K | 0.52% | 25 |
|
2014
Q4 | $2.38M | Buy |
23,588
+295
| +1% | +$29.8K | 0.46% | 29 |
|
2014
Q3 | $2.01M | Buy |
23,293
+1,745
| +8% | +$151K | 0.4% | 39 |
|
2014
Q2 | $1.76M | Buy |
21,548
+3,335
| +18% | +$273K | 0.36% | 44 |
|
2014
Q1 | $1.49M | Buy |
18,213
+2,350
| +15% | +$193K | 0.31% | 47 |
|
2013
Q4 | $1.19M | Buy |
15,863
+185
| +1% | +$13.9K | 0.26% | 53 |
|
2013
Q3 | $1.12M | Buy |
15,678
+2,810
| +22% | +$201K | 0.23% | 57 |
|
2013
Q2 | $843K | Buy |
+12,868
| New | +$843K | 0.18% | 62 |
|