Aldebaran 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 | $305K | Hold |
978
| – | – | 0.34% | 60 |
|
|
2025
Q1 | $512K | Hold |
978
| – | – | 0.63% | 41 |
|
|
2024
Q4 | $497K | Hold |
978
| – | – | 0.58% | 46 |
|
|
2024
Q3 | $572K | Hold |
978
| – | – | 0.67% | 38 |
|
|
2024
Q2 | $498K | Buy |
978
+140
| +17% | +$71.3K | 0.65% | 38 |
|
|
2024
Q1 | $415K | Sell |
838
-167
| -17% | -$82.6K | 0.59% | 43 |
|
|
2023
Q4 | $529K | Hold |
1,005
| – | – | 0.78% | 37 |
|
|
2023
Q3 | $507K | Hold |
1,005
| – | – | 0.79% | 37 |
|
|
2023
Q2 | $483K | Sell |
1,005
-6
| -0.6% | -$2.88K | 0.66% | 42 |
|
|
2023
Q1 | $478K | Buy |
1,011
+91
| +10% | +$43K | 0.62% | 43 |
|
|
2022
Q4 | $488K | Hold |
920
| – | – | 0.52% | 50 |
|
|
2022
Q3 | $470K | Sell |
920
-295
| -24% | -$151K | 0.52% | 50 |
|
|
2022
Q2 | $613K | Buy |
1,215
+25
| +2% | +$12.6K | 0.65% | 44 |
|
|
2022
Q1 | $607K | Sell |
1,190
-25
| -2% | -$12.8K | 0.47% | 50 |
|
|
2021
Q4 | $610K | Sell |
1,215
-30
| -2% | -$15.1K | 0.45% | 50 |
|
|
2021
Q3 | $486K | Sell |
1,245
-25
| -2% | -$9.76K | 0.39% | 54 |
|
|
2021
Q2 | $511K | Hold |
1,270
| – | – | 0.42% | 53 |
|
|
2021
Q1 | $473K | Sell |
1,270
-100
| -7% | -$37.2K | 0.42% | 53 |
|
|
2020
Q4 | $480K | Buy |
1,370
+12
| +0.9% | +$4.2K | 0.45% | 52 |
|
|
2020
Q3 | $423K | Buy |
1,358
+4
| +0.3% | +$1.25K | 0.44% | 51 |
|
|
2020
Q2 | $399K | Sell |
1,354
-24
| -2% | -$7.07K | 0.47% | 57 |
|
|
2020
Q1 | $344K | Hold |
1,378
| – | – | 0.34% | 70 |
|
|
2019
Q4 | $405K | Hold |
1,378
| – | – | 0.31% | 74 |
|
|
2019
Q3 | $299K | Buy |
1,378
+88
| +7% | +$19.1K | 0.2% | 82 |
|
|
2019
Q2 | $315K | Hold |
1,290
| – | – | 0.22% | 81 |
|
|
2019
Q1 | $319K | Sell |
1,290
-75
| -5% | -$18.5K | 0.22% | 87 |
|
|
2018
Q4 | $340K | Hold |
1,365
| – | – | 0.26% | 83 |
|
|
2018
Q3 | $363K | Sell |
1,365
-75
| -5% | -$19.9K | 0.24% | 82 |
|
|
2018
Q2 | $353K | Hold |
1,440
| – | – | 0.24% | 85 |
|
|
2018
Q1 | $308K | Hold |
1,440
| – | – | 0.21% | 86 |
|
|
2017
Q4 | $317K | Sell |
1,440
-50
| -3% | -$11K | 0.21% | 82 |
|
|
2017
Q3 | $292K | Hold |
1,490
| – | – | 0.2% | 84 |
|
|
2017
Q2 | $276K | Sell |
1,490
-409
| -22% | -$75.8K | 0.2% | 85 |
|
|
2017
Q1 | $311K | Sell |
1,899
-66
| -3% | -$10.8K | 0.24% | 78 |
|
|
2016
Q4 | $314K | Hold |
1,965
| – | – | 0.25% | 80 |
|
|
2016
Q3 | $275K | Hold |
1,965
| – | – | 0.22% | 85 |
|
|
2016
Q2 | $278K | Hold |
1,965
| – | – | 0.22% | 88 |
|
|
2016
Q1 | $253K | Hold |
1,965
| – | – | 0.22% | 86 |
|
|
2015
Q4 | $230K | Buy |
+1,965
| New | +$230K | 0.21% | 86 |
|
|
2015
Q3 | – | Sell |
-1,965
| Closed | -$240K | – | 109 |
|
|
2015
Q2 | $240K | Hold |
1,965
| – | – | 0.2% | 92 |
|
|
2015
Q1 | $232K | Buy |
+1,965
| New | +$232K | 0.2% | 97 |
|
|
2014
Q3 | – | Sell |
-19,153
| Closed | -$1.57M | – | 127 |
|
|
2014
Q2 | $1.57M | Buy |
19,153
+534
| +3% | +$43.7K | 1.23% | 31 |
|
|
2014
Q1 | $1.53M | Buy |
18,619
+2,075
| +13% | +$170K | 1.33% | 26 |
|
|
2013
Q4 | $1.25M | Buy |
+16,544
| New | +$1.25M | 1.18% | 25 |
|