Anchor Capital 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 | $7.84M | Sell |
25,127
-2,086
| -8% | -$651K | 0.23% | 101 |
|
|
2025
Q1 | $14.3M | Sell |
27,213
-12,739
| -32% | -$6.67M | 0.43% | 85 |
|
|
2024
Q4 | $20.2M | Sell |
39,952
-1,477
| -4% | -$747K | 0.58% | 65 |
|
|
2024
Q3 | $24.2M | Buy |
41,429
+15,177
| +58% | +$8.87M | 0.64% | 59 |
|
|
2024
Q2 | $13.4M | Sell |
26,252
-3,405
| -11% | -$1.73M | 0.38% | 92 |
|
|
2024
Q1 | $14.7M | Sell |
29,657
-2,944
| -9% | -$1.46M | 0.38% | 86 |
|
|
2023
Q4 | $17.2M | Sell |
32,601
-1,617
| -5% | -$851K | 0.45% | 72 |
|
|
2023
Q3 | $17.3M | Sell |
34,218
-890
| -3% | -$449K | 0.48% | 65 |
|
|
2023
Q2 | $16.9M | Sell |
35,108
-1,333
| -4% | -$641K | 0.44% | 71 |
|
|
2023
Q1 | $17.2M | Buy |
36,441
+504
| +1% | +$238K | 0.46% | 69 |
|
|
2022
Q4 | $19.1M | Sell |
35,937
-2,438
| -6% | -$1.29M | 0.49% | 65 |
|
|
2022
Q3 | $19.4M | Sell |
38,375
-7,806
| -17% | -$3.94M | 0.53% | 66 |
|
|
2022
Q2 | $23.7M | Sell |
46,181
-699
| -1% | -$359K | 0.6% | 59 |
|
|
2022
Q1 | $23.9M | Buy |
46,880
+45,557
| +3,443% | +$23.2M | 0.51% | 70 |
|
|
2021
Q4 | $664K | Hold |
1,323
| – | – | 0.01% | 212 |
|
|
2021
Q3 | $517K | Hold |
1,323
| – | – | 0.01% | 220 |
|
|
2021
Q2 | $530K | Sell |
1,323
-10
| -0.8% | -$4.01K | 0.01% | 223 |
|
|
2021
Q1 | $496K | Hold |
1,333
| – | – | 0.01% | 229 |
|
|
2020
Q4 | $467K | Buy |
+1,333
| New | +$467K | 0.01% | 224 |
|
|
2017
Q2 | – | Sell |
-8,070
| Closed | -$1.32M | – | 277 |
|
|
2017
Q1 | $1.32M | Hold |
8,070
| – | – | 0.05% | 153 |
|
|
2016
Q4 | $1.29M | Sell |
8,070
-4,000
| -33% | -$640K | 0.05% | 156 |
|
|
2016
Q3 | $1.69M | Hold |
12,070
| – | – | 0.06% | 136 |
|
|
2016
Q2 | $1.7M | Sell |
12,070
-28
| -0.2% | -$3.95K | 0.04% | 133 |
|
|
2016
Q1 | $1.56M | Sell |
12,098
-41
| -0.3% | -$5.28K | 0.04% | 148 |
|
|
2015
Q4 | $1.43M | Hold |
12,139
| – | – | 0.04% | 164 |
|
|
2015
Q3 | $1.41M | Hold |
12,139
| – | – | 0.04% | 153 |
|
|
2015
Q2 | $1.48M | Sell |
12,139
-17
| -0.1% | -$2.07K | 0.03% | 160 |
|
|
2015
Q1 | $1.44M | Sell |
12,156
-4
| -0% | -$473 | 0.03% | 169 |
|
|
2014
Q4 | $1.23M | Hold |
12,160
| – | – | 0.02% | 180 |
|
|
2014
Q3 | $1.05M | Sell |
12,160
-66
| -0.5% | -$5.69K | 0.02% | 199 |
|
|
2014
Q2 | $999K | Hold |
12,226
| – | – | 0.02% | 204 |
|
|
2014
Q1 | $1M | Hold |
12,226
| – | – | 0.02% | 194 |
|
|
2013
Q4 | $921K | Sell |
12,226
-64
| -0.5% | -$4.82K | 0.02% | 191 |
|
|
2013
Q3 | $880K | Sell |
12,290
-52
| -0.4% | -$3.72K | 0.02% | 179 |
|
|
2013
Q2 | $808K | Buy |
+12,342
| New | +$808K | 0.02% | 191 |
|