Advisory Services Network’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
55,651
+22,194
| +66% | +$5.54M | 0.22% | 85 |
|
|
2025
Q1 | $17.5M | Buy |
33,457
+2,617
| +8% | +$1.37M | 0.34% | 49 |
|
|
2024
Q4 | $15.6M | Sell |
30,840
-162
| -0.5% | -$82K | 0.29% | 62 |
|
|
2024
Q3 | $15.8M | Hold |
31,002
| – | – | 0.33% | 53 |
|
|
2024
Q2 | $15.8M | Buy |
31,002
+4,804
| +18% | +$2.45M | 0.33% | 53 |
|
|
2024
Q1 | $13M | Buy |
26,198
+3,429
| +15% | +$1.7M | 0.29% | 69 |
|
|
2023
Q4 | $12M | Sell |
22,769
-1,148
| -5% | -$604K | 0.29% | 66 |
|
|
2023
Q3 | $12.1M | Buy |
23,917
+1,453
| +6% | +$733K | 0.32% | 62 |
|
|
2023
Q2 | $10.8M | Buy |
22,464
+2,079
| +10% | +$999K | 0.29% | 66 |
|
|
2023
Q1 | $9.63M | Buy |
20,385
+1,063
| +6% | +$502K | 0.27% | 73 |
|
|
2022
Q4 | $10.2M | Buy |
19,322
+884
| +5% | +$469K | 0.31% | 60 |
|
|
2022
Q3 | $9.31M | Buy |
18,438
+1,522
| +9% | +$769K | 0.33% | 63 |
|
|
2022
Q2 | $8.69M | Buy |
16,916
+941
| +6% | +$483K | 0.3% | 71 |
|
|
2022
Q1 | $8.14M | Buy |
15,975
+330
| +2% | +$168K | 0.24% | 88 |
|
|
2021
Q4 | $7.86M | Buy |
15,645
+1,819
| +13% | +$913K | 0.23% | 94 |
|
|
2021
Q3 | $5.4M | Buy |
13,826
+2,605
| +23% | +$1.02M | 0.17% | 142 |
|
|
2021
Q2 | $4.49M | Buy |
11,221
+379
| +3% | +$152K | 0.14% | 181 |
|
|
2021
Q1 | $4.04M | Sell |
10,842
-1,698
| -14% | -$632K | 0.15% | 168 |
|
|
2020
Q4 | $4.4M | Sell |
12,540
-1,263
| -9% | -$443K | 0.18% | 144 |
|
|
2020
Q3 | $4.3M | Buy |
13,803
+426
| +3% | +$133K | 0.2% | 126 |
|
|
2020
Q2 | $3.94M | Buy |
13,377
+3,243
| +32% | +$956K | 0.22% | 120 |
|
|
2020
Q1 | $2.53M | Sell |
10,134
-2,212
| -18% | -$552K | 0.17% | 155 |
|
|
2019
Q4 | $3.63M | Sell |
12,346
-358
| -3% | -$105K | 0.19% | 131 |
|
|
2019
Q3 | $3.1M | Hold |
12,704
| – | – | 0.19% | 136 |
|
|
2019
Q2 | $3.1M | Buy |
12,704
+4,258
| +50% | +$1.04M | 0.19% | 136 |
|
|
2019
Q1 | $2.09M | Sell |
8,446
-3,251
| -28% | -$804K | 0.15% | 184 |
|
|
2018
Q4 | $2.91M | Buy |
11,697
+4,128
| +55% | +$1.03M | 0.25% | 97 |
|
|
2018
Q3 | $2.01M | Buy |
7,569
+75
| +1% | +$19.9K | 0.15% | 181 |
|
|
2018
Q2 | $1.93M | Buy |
7,494
+1,724
| +30% | +$443K | 0.15% | 185 |
|
|
2018
Q1 | $1.24M | Sell |
5,770
-467
| -7% | -$100K | 0.1% | 282 |
|
|
2017
Q4 | $1.38M | Buy |
6,237
+2,547
| +69% | +$562K | 0.12% | 223 |
|
|
2017
Q3 | $723K | Buy |
3,690
+1,325
| +56% | +$260K | 0.08% | 315 |
|
|
2017
Q2 | $438K | Sell |
2,365
-2,770
| -54% | -$513K | 0.06% | 414 |
|
|
2017
Q1 | $842K | Buy |
+5,135
| New | +$842K | 0.12% | 226 |
|
|
2016
Q3 | $154K | Sell |
1,098
-3,535
| -76% | -$496K | 0.03% | 577 |
|
|
2016
Q2 | $654K | Buy |
4,633
+3,763
| +433% | +$531K | 0.15% | 185 |
|
|
2016
Q1 | $112K | Buy |
870
+101
| +13% | +$13K | 0.03% | 488 |
|
|
2015
Q4 | $90K | Sell |
769
-208
| -21% | -$24.3K | 0.03% | 464 |
|
|
2015
Q3 | $113K | Buy |
977
+108
| +12% | +$12.5K | 0.03% | 372 |
|
|
2015
Q2 | $107K | Buy |
869
+443
| +104% | +$54.5K | 0.03% | 364 |
|
|
2015
Q1 | $50K | Buy |
426
+183
| +75% | +$21.5K | 0.01% | 495 |
|
|
2014
Q4 | $26K | Buy |
+243
| New | +$26K | 0.01% | 535 |
|
|
2014
Q1 | – | Sell |
-351
| Closed | -$26K | – | 770 |
|
|
2013
Q4 | $26K | Buy |
+351
| New | +$26K | 0.01% | 424 |
|