AE Wealth 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 | $36.7M | Sell |
117,723
-45,868
| -28% | -$14.3M | 0.27% | 95 |
|
|
2025
Q1 | $85.7M | Buy |
163,591
+13,550
| +9% | +$7.1M | 0.72% | 24 |
|
|
2024
Q4 | $75.9M | Buy |
150,041
+24,069
| +19% | +$12.2M | 0.64% | 32 |
|
|
2024
Q3 | $73.7M | Buy |
125,972
+2,839
| +2% | +$1.66M | 0.67% | 30 |
|
|
2024
Q2 | $62.7M | Buy |
123,133
+30,995
| +34% | +$15.8M | 0.63% | 30 |
|
|
2024
Q1 | $45.6M | Sell |
92,138
-62,292
| -40% | -$30.8M | 0.52% | 37 |
|
|
2023
Q4 | $77.7M | Buy |
154,430
+7,650
| +5% | +$3.85M | 0.4% | 40 |
|
|
2023
Q3 | $74M | Buy |
146,780
+13,504
| +10% | +$6.81M | 0.44% | 33 |
|
|
2023
Q2 | $64.1M | Buy |
133,276
+8,294
| +7% | +$3.99M | 0.39% | 38 |
|
|
2023
Q1 | $59.1M | Buy |
124,982
+13,216
| +12% | +$6.25M | 0.38% | 38 |
|
|
2022
Q4 | $59.3M | Buy |
111,766
+12,529
| +13% | +$6.64M | 0.43% | 36 |
|
|
2022
Q3 | $50.1M | Buy |
99,237
+6,803
| +7% | +$3.44M | 0.4% | 43 |
|
|
2022
Q2 | $47.5M | Buy |
92,434
+4,385
| +5% | +$2.25M | 0.38% | 51 |
|
|
2022
Q1 | $44.9M | Buy |
88,049
+11,288
| +15% | +$5.76M | 0.31% | 67 |
|
|
2021
Q4 | $38.5M | Buy |
76,761
+11,243
| +17% | +$5.65M | 0.27% | 80 |
|
|
2021
Q3 | $25.6M | Buy |
65,518
+2,923
| +5% | +$1.14M | 0.21% | 107 |
|
|
2021
Q2 | $25.1M | Sell |
62,595
-1,620
| -3% | -$649K | 0.22% | 107 |
|
|
2021
Q1 | $23.9M | Sell |
64,215
-9,204
| -13% | -$3.42M | 0.24% | 97 |
|
|
2020
Q4 | $25.7M | Sell |
73,419
-2,869
| -4% | -$1.01M | 0.29% | 83 |
|
|
2020
Q3 | $23.8M | Buy |
76,288
+8,049
| +12% | +$2.51M | 0.34% | 63 |
|
|
2020
Q2 | $20.1M | Buy |
68,239
+11,806
| +21% | +$3.48M | 0.31% | 72 |
|
|
2020
Q1 | $14.1M | Buy |
56,433
+3,943
| +8% | +$983K | 0.32% | 62 |
|
|
2019
Q4 | $15.4M | Buy |
52,490
+11,248
| +27% | +$3.31M | 0.33% | 63 |
|
|
2019
Q3 | $8.96M | Sell |
41,242
-3,243
| -7% | -$705K | 0.26% | 76 |
|
|
2019
Q2 | $10.9M | Buy |
44,485
+20,099
| +82% | +$4.9M | 0.33% | 62 |
|
|
2019
Q1 | $6.03M | Buy |
24,386
+7,266
| +42% | +$1.8M | 0.42% | 51 |
|
|
2018
Q4 | $4.27M | Buy |
17,120
+2,726
| +19% | +$679K | 0.73% | 28 |
|
|
2018
Q3 | $3.83M | Buy |
14,394
+3,287
| +30% | +$874K | 0.21% | 83 |
|
|
2018
Q2 | $2.73M | Buy |
11,107
+1,992
| +22% | +$489K | 0.19% | 85 |
|
|
2018
Q1 | $1.95M | Buy |
9,115
+457
| +5% | +$97.8K | 0.15% | 95 |
|
|
2017
Q4 | $1.91M | Buy |
8,658
+3,237
| +60% | +$714K | 0.17% | 92 |
|
|
2017
Q3 | $1.06M | Buy |
5,421
+440
| +9% | +$86.2K | 0.1% | 131 |
|
|
2017
Q2 | $924K | Buy |
4,981
+1,224
| +33% | +$227K | 0.11% | 158 |
|
|
2017
Q1 | $616K | Buy |
3,757
+391
| +12% | +$64.1K | 0.11% | 152 |
|
|
2016
Q4 | $539K | Buy |
+3,366
| New | +$539K | 0.22% | 111 |
|