Algert Global’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,823
| Closed | -$1.48M | – | 1356 |
|
|
2025
Q1 | $1.48M | Sell |
2,823
-352
| -11% | -$184K | 0.04% | 690 |
|
|
2024
Q4 | $1.61M | Buy |
3,175
+160
| +5% | +$80.9K | 0.04% | 676 |
|
|
2024
Q3 | $1.76M | Buy |
+3,015
| New | +$1.76M | 0.05% | 598 |
|
|
2023
Q3 | – | Sell |
-5,435
| Closed | -$2.61M | – | 1261 |
|
|
2023
Q2 | $2.61M | Buy |
5,435
+347
| +7% | +$167K | 0.11% | 297 |
|
|
2023
Q1 | $2.41M | Hold |
5,088
| – | – | 0.11% | 280 |
|
|
2022
Q4 | $2.7M | Sell |
5,088
-146
| -3% | -$77.4K | 0.15% | 204 |
|
|
2022
Q3 | $2.64M | Sell |
5,234
-13
| -0.2% | -$6.57K | 0.16% | 190 |
|
|
2022
Q2 | $2.7M | Sell |
5,247
-592
| -10% | -$304K | 0.2% | 104 |
|
|
2022
Q1 | $2.98M | Sell |
5,839
-38
| -0.6% | -$19.4K | 0.19% | 122 |
|
|
2021
Q4 | $2.95M | Buy |
5,877
+3,676
| +167% | +$1.85M | 0.37% | 22 |
|
|
2021
Q3 | $860K | Sell |
2,201
-363
| -14% | -$142K | 0.11% | 308 |
|
|
2021
Q2 | $1.03M | Buy |
+2,564
| New | +$1.03M | 0.35% | 95 |
|
|
2020
Q4 | – | Sell |
-9,525
| Closed | -$2.97M | – | 502 |
|
|
2020
Q3 | $2.97M | Buy |
9,525
+492
| +5% | +$153K | 0.94% | 8 |
|
|
2020
Q2 | $2.66M | Buy |
9,033
+557
| +7% | +$164K | 0.9% | 9 |
|
|
2020
Q1 | $2.11M | Sell |
8,476
-2,138
| -20% | -$533K | 0.89% | 11 |
|
|
2019
Q4 | $3.12M | Buy |
10,614
+1,846
| +21% | +$543K | 0.93% | 7 |
|
|
2019
Q3 | $1.91M | Hold |
8,768
| – | – | 0.71% | 42 |
|
|
2019
Q2 | $2.14M | Buy |
+8,768
| New | +$2.14M | 0.79% | 26 |
|
|
2015
Q3 | – | Sell |
-9,940
| Closed | -$1.21M | – | 352 |
|
|
2015
Q2 | $1.21M | Buy |
+9,940
| New | +$1.21M | 0.67% | 26 |
|