Affinity Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
1,749
-2,648
| -60% | -$826K | 0.41% | 80 |
|
|
2025
Q1 | $2.3M | Sell |
4,397
-29
| -0.7% | -$15.2K | 1.88% | 7 |
|
|
2024
Q4 | $2.24M | Sell |
4,426
-938
| -17% | -$474K | 1.87% | 9 |
|
|
2024
Q3 | $3.14M | Buy |
5,364
+236
| +5% | +$138K | 2.15% | 9 |
|
|
2024
Q2 | $2.61M | Sell |
5,128
-4
| -0.1% | -$2.04K | 1.96% | 9 |
|
|
2024
Q1 | $2.54M | Buy |
5,132
+860
| +20% | +$425K | 1.85% | 10 |
|
|
2023
Q4 | $2.25M | Sell |
4,272
-373
| -8% | -$196K | 1.53% | 10 |
|
|
2023
Q3 | $2.34M | Sell |
4,645
-157
| -3% | -$79.2K | 1.51% | 6 |
|
|
2023
Q2 | $2.31M | Sell |
4,802
-1,248
| -21% | -$600K | 1.34% | 12 |
|
|
2023
Q1 | $2.86M | Sell |
6,050
-3,016
| -33% | -$1.43M | 1.53% | 6 |
|
|
2022
Q4 | $4.81M | Sell |
9,066
-165
| -2% | -$87.5K | 2.21% | 3 |
|
|
2022
Q3 | $4.66M | Sell |
9,231
-1,783
| -16% | -$900K | 2.42% | 2 |
|
|
2022
Q2 | $5.66M | Sell |
11,014
-46
| -0.4% | -$23.6K | 2.76% | 3 |
|
|
2022
Q1 | $5.64M | Sell |
11,060
-250
| -2% | -$127K | 2.31% | 3 |
|
|
2021
Q4 | $5.68M | Sell |
11,310
-151
| -1% | -$75.8K | 2.28% | 3 |
|
|
2021
Q3 | $4.48M | Buy |
11,461
+1,039
| +10% | +$406K | 2.01% | 5 |
|
|
2021
Q2 | $4.17M | Sell |
10,422
-3,949
| -27% | -$1.58M | 1.88% | 5 |
|
|
2021
Q1 | $5.35M | Sell |
14,371
-2,906
| -17% | -$1.08M | 1.96% | 7 |
|
|
2020
Q4 | $6.06M | Sell |
17,277
-806
| -4% | -$283K | 2.44% | 4 |
|
|
2020
Q3 | $5.64M | Sell |
18,083
-51
| -0.3% | -$15.9K | 2.47% | 4 |
|
|
2020
Q2 | $5.35M | Sell |
18,134
-6,360
| -26% | -$1.88M | 2.54% | 3 |
|
|
2020
Q1 | $6.11M | Buy |
24,494
+952
| +4% | +$237K | 3.11% | 3 |
|
|
2019
Q4 | $6.92M | Sell |
23,542
-7,016
| -23% | -$2.06M | 2.51% | 6 |
|
|
2019
Q3 | $6.64M | Sell |
30,558
-2,702
| -8% | -$587K | 2.08% | 9 |
|
|
2019
Q2 | $8.12M | Sell |
33,260
-9,198
| -22% | -$2.24M | 2.33% | 8 |
|
|
2019
Q1 | $10.5M | Sell |
42,458
-6,028
| -12% | -$1.49M | 2.15% | 13 |
|
|
2018
Q4 | $12.1M | Sell |
48,486
-9,361
| -16% | -$2.33M | 2.11% | 12 |
|
|
2018
Q3 | $15.4M | Buy |
57,847
+8,100
| +16% | +$2.15M | 2.03% | 10 |
|
|
2018
Q2 | $12.2M | Sell |
49,747
-14,410
| -22% | -$3.54M | 1.72% | 14 |
|
|
2018
Q1 | $13.7M | Sell |
64,157
-388
| -0.6% | -$83K | 1.6% | 21 |
|
|
2017
Q4 | $14.2M | Sell |
64,545
-2,896
| -4% | -$638K | 1.61% | 22 |
|
|
2017
Q3 | $13.2M | Buy |
67,441
+2,806
| +4% | +$550K | 1.53% | 19 |
|
|
2017
Q2 | $12M | Buy |
64,635
+45,754
| +242% | +$8.48M | 1.43% | 24 |
|
|
2017
Q1 | $3.1M | Sell |
18,881
-1,860
| -9% | -$305K | 0.28% | 93 |
|
|
2016
Q4 | $3.32M | Buy |
20,741
+1,851
| +10% | +$296K | 0.31% | 83 |
|
|
2016
Q3 | $2.65M | Buy |
18,890
+1,600
| +9% | +$224K | 0.22% | 104 |
|
|
2016
Q2 | $2.44M | Buy |
17,290
+14,569
| +535% | +$2.06M | 0.18% | 103 |
|
|
2016
Q1 | $351K | Hold |
2,721
| – | – | 0.03% | 122 |
|
|
2015
Q4 | $320K | Sell |
2,721
-1,600
| -37% | -$188K | 0.03% | 130 |
|
|
2015
Q3 | $501K | Hold |
4,321
| – | – | 0.05% | 125 |
|
|
2015
Q2 | $527K | Sell |
4,321
-255
| -6% | -$31.1K | 0.04% | 115 |
|
|
2015
Q1 | $541K | Sell |
4,576
-520
| -10% | -$61.5K | 0.04% | 108 |
|
|
2014
Q4 | $515K | Sell |
5,096
-26
| -0.5% | -$2.63K | 0.05% | 102 |
|
|
2014
Q3 | $442K | Sell |
5,122
-73
| -1% | -$6.3K | 0.04% | 103 |
|
|
2014
Q2 | $425K | Sell |
5,195
-242,160
| -98% | -$19.8M | 0.05% | 72 |
|
|
2014
Q1 | $20.3M | Sell |
247,355
-746
| -0.3% | -$61.2K | 2.39% | 8 |
|
|
2013
Q4 | $18.7M | Sell |
248,101
-12,228
| -5% | -$921K | 2.27% | 7 |
|
|
2013
Q3 | $18.6M | Sell |
260,329
-113,118
| -30% | -$8.1M | 2.42% | 7 |
|
|
2013
Q2 | $24.5M | Buy |
+373,447
| New | +$24.5M | 2.13% | 8 |
|