Annex Advisory 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 | $5.62M | Sell |
18,018
-41,553
| -70% | -$13M | 0.14% | 85 |
|
|
2025
Q1 | $31.2M | Buy |
59,571
+5,021
| +9% | +$2.63M | 0.88% | 29 |
|
|
2024
Q4 | $27.6M | Buy |
54,550
+12,595
| +30% | +$6.37M | 0.83% | 29 |
|
|
2024
Q3 | $24.5M | Buy |
41,955
+1,110
| +3% | +$649K | 0.78% | 29 |
|
|
2024
Q2 | $20.8M | Buy |
40,845
+2,725
| +7% | +$1.39M | 0.73% | 30 |
|
|
2024
Q1 | $18.9M | Buy |
38,120
+2,179
| +6% | +$1.08M | 0.67% | 33 |
|
|
2023
Q4 | $18.9M | Buy |
35,941
+758
| +2% | +$399K | 0.79% | 30 |
|
|
2023
Q3 | $17.7M | Buy |
35,183
+3,532
| +11% | +$1.78M | 1.07% | 20 |
|
|
2023
Q2 | $15.2M | Buy |
31,651
+3,796
| +14% | +$1.82M | 0.84% | 27 |
|
|
2023
Q1 | $13.2M | Buy |
27,855
+16,015
| +135% | +$7.57M | 0.71% | 26 |
|
|
2022
Q4 | $6.28M | Sell |
11,840
-1,014
| -8% | -$538K | 0.35% | 48 |
|
|
2022
Q3 | $6.49M | Sell |
12,854
-187
| -1% | -$94.4K | 0.44% | 41 |
|
|
2022
Q2 | $6.7M | Buy |
13,041
+476
| +4% | +$245K | 0.48% | 41 |
|
|
2022
Q1 | $6.41M | Buy |
12,565
+371
| +3% | +$189K | 0.47% | 47 |
|
|
2021
Q4 | $6.12M | Buy |
12,194
+228
| +2% | +$114K | 0.42% | 42 |
|
|
2021
Q3 | $4.68M | Buy |
11,966
+590
| +5% | +$231K | 0.38% | 45 |
|
|
2021
Q2 | $4.56M | Buy |
11,376
+3,552
| +45% | +$1.42M | 0.37% | 46 |
|
|
2021
Q1 | $2.91M | Buy |
7,824
+711
| +10% | +$265K | 0.28% | 64 |
|
|
2020
Q4 | $2.5M | Buy |
7,113
+189
| +3% | +$66.3K | 0.24% | 69 |
|
|
2020
Q3 | $2.16M | Buy |
6,924
+262
| +4% | +$81.7K | 0.28% | 43 |
|
|
2020
Q2 | $1.97M | Buy |
6,662
+871
| +15% | +$257K | 0.27% | 47 |
|
|
2020
Q1 | $1.44M | Buy |
5,791
+2,683
| +86% | +$669K | 0.2% | 50 |
|
|
2019
Q4 | $914K | Sell |
3,108
-86
| -3% | -$25.3K | 0.11% | 69 |
|
|
2019
Q3 | $694K | Sell |
3,194
-172
| -5% | -$37.4K | 0.09% | 74 |
|
|
2019
Q2 | $821K | Sell |
3,366
-5,143
| -60% | -$1.25M | 0.12% | 71 |
|
|
2019
Q1 | $2.1M | Buy |
8,509
+57
| +0.7% | +$14.1K | 0.32% | 36 |
|
|
2018
Q4 | $2.11M | Buy |
8,452
+425
| +5% | +$106K | 0.33% | 40 |
|
|
2018
Q3 | $2.14M | Buy |
8,027
+473
| +6% | +$126K | 0.33% | 38 |
|
|
2018
Q2 | $1.85M | Buy |
7,554
+197
| +3% | +$48.3K | 0.32% | 39 |
|
|
2018
Q1 | $1.57M | Buy |
7,357
+735
| +11% | +$157K | 0.29% | 39 |
|
|
2017
Q4 | $1.46M | Buy |
6,622
+346
| +6% | +$76.3K | 0.28% | 37 |
|
|
2017
Q3 | $1.23M | Buy |
6,276
+218
| +4% | +$42.7K | 0.25% | 41 |
|
|
2017
Q2 | $1.12M | Buy |
6,058
+769
| +15% | +$143K | 0.25% | 38 |
|
|
2017
Q1 | $868K | Buy |
5,289
+2,573
| +95% | +$422K | 0.22% | 42 |
|
|
2016
Q4 | $435K | Buy |
2,716
+290
| +12% | +$46.4K | 0.11% | 75 |
|
|
2016
Q3 | $340K | Sell |
2,426
-197
| -8% | -$27.6K | 0.09% | 82 |
|
|
2016
Q2 | $370K | Hold |
2,623
| – | – | 0.1% | 83 |
|
|
2016
Q1 | $338K | Hold |
2,623
| – | – | 0.1% | 83 |
|
|
2015
Q4 | $309K | Sell |
2,623
-158
| -6% | -$18.6K | 0.09% | 88 |
|
|
2015
Q3 | $323K | Buy |
2,781
+80
| +3% | +$9.29K | 0.11% | 89 |
|
|
2015
Q2 | $330K | Buy |
2,701
+14
| +0.5% | +$1.71K | 0.11% | 90 |
|
|
2015
Q1 | $318K | Buy |
+2,687
| New | +$318K | 0.1% | 73 |
|
|
2014
Q1 | – | Sell |
-3,834
| Closed | -$289K | – | 95 |
|
|
2013
Q4 | $289K | Sell |
3,834
-4,398
| -53% | -$332K | 0.11% | 66 |
|
|
2013
Q3 | $589K | Sell |
8,232
-528
| -6% | -$37.8K | 0.27% | 46 |
|
|
2013
Q2 | $574K | Buy |
+8,760
| New | +$574K | 0.32% | 48 |
|