Altman 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 | – | Sell |
-3,232
| Closed | -$1.33M | – | 101 |
|
|
2025
Q1 | $1.33M | Buy |
3,232
+129
| +4% | +$53.1K | 0.61% | 78 |
|
|
2024
Q4 | $1.57M | Buy |
3,103
+47
| +2% | +$23.8K | 0.67% | 66 |
|
|
2024
Q3 | $1.79M | Buy |
+3,056
| New | +$1.79M | 0.8% | 59 |
|
|
2024
Q2 | – | Sell |
-3,001
| Closed | -$1.47M | – | 95 |
|
|
2024
Q1 | $1.47M | Buy |
3,001
+129
| +4% | +$63.2K | 0.72% | 70 |
|
|
2023
Q4 | $1.51M | Buy |
2,872
+15
| +0.5% | +$7.9K | 0.79% | 54 |
|
|
2023
Q3 | $1.44M | Buy |
+2,857
| New | +$1.44M | 0.9% | 41 |
|
|
2023
Q1 | $607K | Sell |
2,607
-3,547
| -58% | -$825K | 0.56% | 58 |
|
|
2022
Q4 | $3.04M | Sell |
6,154
-248
| -4% | -$122K | 1.87% | 11 |
|
|
2022
Q3 | $3.23M | Sell |
6,402
-833
| -12% | -$421K | 2.04% | 9 |
|
|
2022
Q2 | $3.87M | Sell |
7,235
-18
| -0.2% | -$9.64K | 2.21% | 8 |
|
|
2022
Q1 | $3.7M | Sell |
7,253
-60
| -0.8% | -$30.6K | 1.91% | 14 |
|
|
2021
Q4 | $3.37M | Sell |
7,313
-88
| -1% | -$40.6K | 2.06% | 10 |
|
|
2021
Q3 | $3.41M | Buy |
7,401
+7
| +0.1% | +$3.22K | 1.89% | 12 |
|
|
2021
Q2 | $3.04M | Buy |
7,394
+393
| +6% | +$161K | 1.72% | 15 |
|
|
2021
Q1 | $2.6M | Sell |
7,001
-496
| -7% | -$184K | 1.68% | 18 |
|
|
2020
Q4 | $2.63M | Sell |
7,497
-245
| -3% | -$85.9K | 1.65% | 20 |
|
|
2020
Q3 | $2.41M | Buy |
7,742
+123
| +2% | +$38.4K | 1.71% | 22 |
|
|
2020
Q2 | $2.25M | Sell |
7,619
-128
| -2% | -$37.8K | 1.91% | 22 |
|
|
2020
Q1 | $1.93M | Sell |
7,747
-368
| -5% | -$91.8K | 1.79% | 22 |
|
|
2019
Q4 | $2.39M | Sell |
8,115
-177
| -2% | -$52K | 1.91% | 23 |
|
|
2019
Q3 | $1.8M | Buy |
8,292
+48
| +0.6% | +$10.4K | 1.53% | 38 |
|
|
2019
Q2 | $2.01M | Buy |
+8,244
| New | +$2.01M | 1.69% | 31 |
|
|
2018
Q3 | – | Sell |
-18,639
| Closed | -$2.33K | – | 92 |
|
|
2018
Q2 | $2.33K | Buy |
+18,639
| New | +$2.33K | 2.14% | 14 |
|