Affiance Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
5,864
+26
| +0.4% | +$8.11K | 0.37% | 33 |
|
|
2025
Q1 | $3.06M | Sell |
5,838
-140
| -2% | -$73.3K | 0.71% | 22 |
|
|
2024
Q4 | $3.02M | Buy |
5,978
+16
| +0.3% | +$8.09K | 0.72% | 22 |
|
|
2024
Q3 | $3.49M | Sell |
5,962
-6
| -0.1% | -$3.51K | 0.85% | 19 |
|
|
2024
Q2 | $3.04M | Sell |
5,968
-1,993
| -25% | -$1.02M | 0.79% | 20 |
|
|
2024
Q1 | $3.94M | Buy |
7,961
+116
| +1% | +$57.4K | 1.07% | 18 |
|
|
2023
Q4 | $4.13M | Sell |
7,845
-13
| -0.2% | -$6.84K | 1.2% | 16 |
|
|
2023
Q3 | $3.96M | Sell |
7,858
-8
| -0.1% | -$4.03K | 2.01% | 11 |
|
|
2023
Q2 | $3.78M | Buy |
7,866
+9
| +0.1% | +$4.33K | 1.84% | 11 |
|
|
2023
Q1 | $3.71M | Sell |
7,857
-42
| -0.5% | -$19.9K | 1.97% | 10 |
|
|
2022
Q4 | $4.19M | Buy |
7,899
+82
| +1% | +$43.5K | 1.7% | 14 |
|
|
2022
Q3 | $3.95M | Sell |
7,817
-33
| -0.4% | -$16.7K | 2.22% | 10 |
|
|
2022
Q2 | $4.03M | Buy |
7,850
+3,627
| +86% | +$1.86M | 2.17% | 11 |
|
|
2022
Q1 | $2.15M | Sell |
4,223
-383
| -8% | -$195K | 1.05% | 17 |
|
|
2021
Q4 | $2.31M | Sell |
4,606
-69
| -1% | -$34.7K | 0.97% | 21 |
|
|
2021
Q3 | $1.83M | Sell |
4,675
-13
| -0.3% | -$5.08K | 0.79% | 28 |
|
|
2021
Q2 | $1.88M | Buy |
4,688
+3
| +0.1% | +$1.2K | 0.8% | 27 |
|
|
2021
Q1 | $1.74M | Sell |
4,685
-15
| -0.3% | -$5.58K | 0.78% | 27 |
|
|
2020
Q4 | $1.65M | Sell |
4,700
-25
| -0.5% | -$8.77K | 0.86% | 24 |
|
|
2020
Q3 | $1.47M | Buy |
4,725
+40
| +0.9% | +$12.5K | 0.85% | 26 |
|
|
2020
Q2 | $1.38M | Buy |
4,685
+827
| +21% | +$244K | 0.75% | 27 |
|
|
2020
Q1 | $962K | Sell |
3,858
-568
| -13% | -$142K | 0.66% | 34 |
|
|
2019
Q4 | $1.3M | Buy |
4,426
+362
| +9% | +$106K | 0.72% | 27 |
|
|
2019
Q3 | $883K | Buy |
4,064
+537
| +15% | +$117K | 0.54% | 35 |
|
|
2019
Q2 | $861K | Buy |
3,527
+10
| +0.3% | +$2.44K | 0.53% | 38 |
|
|
2019
Q1 | $870K | Hold |
3,517
| – | – | 0.55% | 37 |
|
|
2018
Q4 | $876K | Buy |
3,517
+10
| +0.3% | +$2.49K | 0.58% | 38 |
|
|
2018
Q3 | $933K | Buy |
3,507
+191
| +6% | +$50.8K | 0.62% | 33 |
|
|
2018
Q2 | $814K | Buy |
3,316
+100
| +3% | +$24.5K | 0.62% | 32 |
|
|
2018
Q1 | $688K | Buy |
3,216
+300
| +10% | +$64.2K | 0.61% | 32 |
|
|
2017
Q4 | $643K | Hold |
2,916
| – | – | 0.48% | 38 |
|
|
2017
Q3 | $571K | Hold |
2,916
| – | – | 0.46% | 37 |
|
|
2017
Q2 | $541K | Hold |
2,916
| – | – | 0.43% | 37 |
|
|
2017
Q1 | $478K | Hold |
2,916
| – | – | 0.37% | 41 |
|
|
2016
Q4 | $467K | Hold |
2,916
| – | – | 0.37% | 46 |
|
|
2016
Q3 | $408K | Hold |
2,916
| – | – | 0.33% | 52 |
|
|
2016
Q2 | $412K | Sell |
2,916
-5
| -0.2% | -$706 | 0.35% | 53 |
|
|
2016
Q1 | $377K | Hold |
2,921
| – | – | 0.36% | 55 |
|
|
2015
Q4 | $344K | Hold |
2,921
| – | – | 0.35% | 58 |
|
|
2015
Q3 | $339K | Hold |
2,921
| – | – | 0.42% | 54 |
|
|
2015
Q2 | $356K | Buy |
2,921
+215
| +8% | +$26.2K | 0.45% | 60 |
|
|
2015
Q1 | $320K | Hold |
2,706
| – | – | 0.49% | 58 |
|
|
2014
Q4 | $274K | Buy |
+2,706
| New | +$274K | 0.48% | 59 |
|