Almanack Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
+5,251
| New | +$1.64M | 0.26% | 57 |
|
|
2024
Q4 | – | Sell |
-387
| Closed | -$226K | – | 193 |
|
|
2024
Q3 | $226K | Buy |
+387
| New | +$226K | 0.04% | 163 |
|
|
2024
Q2 | – | Sell |
-426
| Closed | -$211K | – | 186 |
|
|
2024
Q1 | $211K | Sell |
426
-45
| -10% | -$22.3K | 0.04% | 167 |
|
|
2023
Q4 | $248K | Hold |
471
| – | – | 0.05% | 142 |
|
|
2023
Q3 | $237K | Sell |
471
-450
| -49% | -$227K | 0.05% | 140 |
|
|
2023
Q2 | $443K | Buy |
921
+37
| +4% | +$17.8K | 0.08% | 100 |
|
|
2023
Q1 | $418K | Sell |
884
-132
| -13% | -$62.4K | 0.08% | 101 |
|
|
2022
Q4 | $539K | Buy |
+1,016
| New | +$539K | 0.11% | 79 |
|
|
2022
Q3 | – | Sell |
-2,187
| Closed | -$1.12M | – | 937 |
|
|
2022
Q2 | $1.12M | Sell |
2,187
-27
| -1% | -$13.9K | 0.11% | 127 |
|
|
2022
Q1 | $1.13M | Buy |
2,214
+103
| +5% | +$52.5K | 0.1% | 133 |
|
|
2021
Q4 | $1.06M | Buy |
2,111
+283
| +15% | +$142K | 0.09% | 148 |
|
|
2021
Q3 | $714K | Buy |
1,828
+95
| +5% | +$37.1K | 0.06% | 194 |
|
|
2021
Q2 | $694K | Sell |
1,733
-440
| -20% | -$176K | 0.07% | 175 |
|
|
2021
Q1 | $808K | Buy |
2,173
+58
| +3% | +$21.6K | 0.08% | 159 |
|
|
2020
Q4 | $742K | Buy |
2,115
+380
| +22% | +$133K | 0.08% | 154 |
|
|
2020
Q3 | $614K | Buy |
1,735
+307
| +21% | +$109K | 0.08% | 171 |
|
|
2020
Q2 | $421K | Buy |
1,428
+536
| +60% | +$158K | 0.08% | 143 |
|
|
2020
Q1 | $223K | Buy |
+892
| New | +$223K | 0.05% | 221 |
|
|
2019
Q4 | – | Sell |
-1,074
| Closed | -$233K | – | 227 |
|
|
2019
Q3 | $233K | Sell |
1,074
-108
| -9% | -$23.4K | 0.05% | 187 |
|
|
2019
Q2 | $288K | Sell |
1,182
-341
| -22% | -$83.2K | 0.07% | 142 |
|
|
2019
Q1 | $377K | Buy |
1,523
+254
| +20% | +$62.9K | 0.11% | 87 |
|
|
2018
Q4 | $316K | Buy |
1,269
+29
| +2% | +$7.22K | 0.09% | 107 |
|
|
2018
Q3 | $341K | Buy |
+1,240
| New | +$341K | 0.09% | 118 |
|
|
2018
Q1 | – | Sell |
-870
| Closed | -$192K | – | 209 |
|
|
2017
Q4 | $192K | Buy |
870
+226
| +35% | +$49.9K | 0.08% | 121 |
|
|
2017
Q3 | $126K | Sell |
644
-207
| -24% | -$40.5K | 0.06% | 129 |
|
|
2017
Q2 | $158K | Buy |
+851
| New | +$158K | 0.09% | 133 |
|