Analyst IMS Investment Management Services’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
1,707
-1,698
-50% -$530K 0.02% 111
2025
Q1
$1.78M Buy
3,405
+1,179
+53% +$617K 0.07% 65
2024
Q4
$1.13M Sell
2,226
-894
-29% -$452K 0.04% 78
2024
Q3
$1.82M Buy
3,120
+1,058
+51% +$619K 0.07% 58
2024
Q2
$1.05M Buy
2,062
+938
+83% +$478K 0.04% 69
2024
Q1
$556K Buy
1,124
+671
+148% +$332K 0.02% 87
2023
Q4
$238K Buy
453
+36
+9% +$18.9K 0.01% 103
2023
Q3
$213K Buy
+417
New +$213K 0.01% 101
2023
Q1
Sell
-379
Closed -$201K 104
2022
Q4
$201K Buy
+379
New +$201K 0.02% 99