AMI Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
8,470
+1,987
| +31% | +$620K | 0.68% | 37 |
|
|
2025
Q1 | $3.4M | Buy |
6,483
+664
| +11% | +$348K | 1.09% | 30 |
|
|
2024
Q4 | $2.94M | Buy |
5,819
+758
| +15% | +$383K | 0.96% | 34 |
|
|
2024
Q3 | $2.96M | Buy |
5,061
+99
| +2% | +$57.9K | 1% | 33 |
|
|
2024
Q2 | $2.53M | Buy |
4,962
+17
| +0.3% | +$8.66K | 0.88% | 35 |
|
|
2024
Q1 | $2.45M | Buy |
4,945
+40
| +0.8% | +$19.8K | 0.89% | 34 |
|
|
2023
Q4 | $2.58M | Sell |
4,905
-303
| -6% | -$160K | 1.05% | 34 |
|
|
2023
Q3 | $2.63M | Buy |
5,208
+1,344
| +35% | +$678K | 1.18% | 31 |
|
|
2023
Q2 | $1.86M | Sell |
3,864
-34
| -0.9% | -$16.3K | 0.82% | 39 |
|
|
2023
Q1 | $1.84M | Sell |
3,898
-344
| -8% | -$163K | 0.86% | 39 |
|
|
2022
Q4 | $2.25M | Buy |
4,242
+20
| +0.5% | +$10.6K | 1.13% | 34 |
|
|
2022
Q3 | $2.13M | Sell |
4,222
-133
| -3% | -$67.2K | 1.21% | 36 |
|
|
2022
Q2 | $2.24M | Sell |
4,355
-247
| -5% | -$127K | 1.13% | 34 |
|
|
2022
Q1 | $2.35M | Sell |
4,602
-1
| -0% | -$510 | 1.03% | 36 |
|
|
2021
Q4 | $2.31M | Buy |
4,603
+11
| +0.2% | +$5.52K | 0.93% | 36 |
|
|
2021
Q3 | $1.79M | Hold |
4,592
| – | – | 0.75% | 41 |
|
|
2021
Q2 | $1.84M | Buy |
4,592
+105
| +2% | +$42.1K | 0.73% | 41 |
|
|
2021
Q1 | $1.67M | Hold |
4,487
| – | – | 0.7% | 43 |
|
|
2020
Q4 | $1.57M | Hold |
4,487
| – | – | 0.69% | 45 |
|
|
2020
Q3 | $1.4M | Sell |
4,487
-65
| -1% | -$20.3K | 0.71% | 43 |
|
|
2020
Q2 | $1.34M | Sell |
4,552
-400
| -8% | -$118K | 0.71% | 42 |
|
|
2020
Q1 | $1.24M | Hold |
4,952
| – | – | 0.73% | 45 |
|
|
2019
Q4 | $1.46M | Sell |
4,952
-37
| -0.7% | -$10.9K | 0.62% | 47 |
|
|
2019
Q3 | $1.08M | Buy |
4,989
+498
| +11% | +$108K | 0.5% | 48 |
|
|
2019
Q2 | $1.1M | Sell |
4,491
-100
| -2% | -$24.4K | 0.56% | 45 |
|
|
2019
Q1 | $1.14M | Sell |
4,591
-1,295
| -22% | -$320K | 0.6% | 45 |
|
|
2018
Q4 | $1.47M | Sell |
5,886
-155
| -3% | -$38.6K | 0.87% | 37 |
|
|
2018
Q3 | $1.61M | Sell |
6,041
-2,300
| -28% | -$612K | 0.83% | 40 |
|
|
2018
Q2 | $2.05M | Sell |
8,341
-2,638
| -24% | -$647K | 1.08% | 37 |
|
|
2018
Q1 | $2.35M | Sell |
10,979
-1,615
| -13% | -$346K | 1.43% | 30 |
|
|
2017
Q4 | $2.78M | Sell |
12,594
-706
| -5% | -$156K | 1.66% | 23 |
|
|
2017
Q3 | $2.61M | Sell |
13,300
-2,550
| -16% | -$499K | 1.62% | 28 |
|
|
2017
Q2 | $2.94M | Sell |
15,850
-250
| -2% | -$46.4K | 1.91% | 22 |
|
|
2017
Q1 | $2.64M | Sell |
16,100
-100
| -0.6% | -$16.4K | 1.7% | 26 |
|
|
2016
Q4 | $2.59M | Hold |
16,200
| – | – | 1.72% | 24 |
|
|
2016
Q3 | $2.27M | Hold |
16,200
| – | – | 1.6% | 24 |
|
|
2016
Q2 | $2.29M | Hold |
16,200
| – | – | 1.69% | 22 |
|
|
2016
Q1 | $2.09M | Sell |
16,200
-1,636
| -9% | -$211K | 1.62% | 24 |
|
|
2015
Q4 | $2.1M | Hold |
17,836
| – | – | 1.65% | 26 |
|
|
2015
Q3 | $2.07M | Sell |
17,836
-125
| -0.7% | -$14.5K | 1.81% | 25 |
|
|
2015
Q2 | $2.19M | Sell |
17,961
-5,550
| -24% | -$677K | 1.81% | 24 |
|
|
2015
Q1 | $2.78M | Buy |
23,511
+50
| +0.2% | +$5.91K | 2.21% | 19 |
|
|
2014
Q4 | $2.37M | Sell |
23,461
-15,324
| -40% | -$1.55M | 1.93% | 22 |
|
|
2014
Q3 | $3.35M | Sell |
38,785
-13,275
| -25% | -$1.14M | 2.85% | 13 |
|
|
2014
Q2 | $4.26M | Sell |
52,060
-1,124
| -2% | -$91.9K | 3.65% | 13 |
|
|
2014
Q1 | $4.36M | Sell |
53,184
-1
| -0% | -$82 | 3.7% | 12 |
|
|
2013
Q4 | $4.01M | Sell |
53,185
-2,249
| -4% | -$169K | 3.48% | 13 |
|
|
2013
Q3 | $3.97M | Sell |
55,434
-350
| -0.6% | -$25.1K | 2.98% | 13 |
|
|
2013
Q2 | $3.65M | Buy |
+55,784
| New | +$3.65M | 3.34% | 12 |
|