Appleton Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
50,378
+13,458
| +36% | +$4.2M | 1.11% | 24 |
|
|
2025
Q1 | $19.3M | Buy |
36,920
+77
| +0.2% | +$40.3K | 1.49% | 13 |
|
|
2024
Q4 | $18.6M | Sell |
36,843
-803
| -2% | -$406K | 1.38% | 15 |
|
|
2024
Q3 | $22M | Sell |
37,646
-1,026
| -3% | -$600K | 1.62% | 14 |
|
|
2024
Q2 | $19.7M | Sell |
38,672
-247
| -0.6% | -$126K | 1.52% | 15 |
|
|
2024
Q1 | $19.3M | Buy |
38,919
+3,866
| +11% | +$1.91M | 1.49% | 14 |
|
|
2023
Q4 | $18.5M | Buy |
35,053
+376
| +1% | +$198K | 1.49% | 14 |
|
|
2023
Q3 | $17.5M | Buy |
34,677
+1,377
| +4% | +$694K | 1.55% | 13 |
|
|
2023
Q2 | $16M | Buy |
33,300
+3,273
| +11% | +$1.57M | 1.35% | 16 |
|
|
2023
Q1 | $14.2M | Sell |
30,027
-218
| -0.7% | -$103K | 1.26% | 16 |
|
|
2022
Q4 | $16M | Buy |
30,245
+2,122
| +8% | +$1.13M | 1.52% | 12 |
|
|
2022
Q3 | $14.2M | Sell |
28,123
-60
| -0.2% | -$30.3K | 1.42% | 12 |
|
|
2022
Q2 | $14.5M | Buy |
28,183
+337
| +1% | +$173K | 1.37% | 14 |
|
|
2022
Q1 | $14.2M | Sell |
27,846
-482
| -2% | -$246K | 1.16% | 19 |
|
|
2021
Q4 | $14.2M | Sell |
28,328
-991
| -3% | -$498K | 1.07% | 23 |
|
|
2021
Q3 | $11.5M | Sell |
29,319
-897
| -3% | -$350K | 0.95% | 29 |
|
|
2021
Q2 | $12.1M | Sell |
30,216
-2,224
| -7% | -$891K | 1.03% | 25 |
|
|
2021
Q1 | $12.1M | Sell |
32,440
-5,332
| -14% | -$1.98M | 1.12% | 25 |
|
|
2020
Q4 | $13.2M | Buy |
37,772
+930
| +3% | +$326K | 1.3% | 20 |
|
|
2020
Q3 | $11.5M | Buy |
36,842
+226
| +0.6% | +$70.5K | 1.27% | 22 |
|
|
2020
Q2 | $10.8M | Buy |
36,616
+191
| +0.5% | +$56.3K | 1.29% | 19 |
|
|
2020
Q1 | $9.08M | Sell |
36,425
-786
| -2% | -$196K | 1.26% | 25 |
|
|
2019
Q4 | $10.9M | Buy |
37,211
+164
| +0.4% | +$48.2K | 1.2% | 21 |
|
|
2019
Q3 | $8.05M | Sell |
37,047
-166
| -0.4% | -$36.1K | 0.97% | 30 |
|
|
2019
Q2 | $9.08M | Sell |
37,213
-719
| -2% | -$175K | 1.12% | 25 |
|
|
2019
Q1 | $9.38M | Buy |
37,932
+453
| +1% | +$112K | 1.24% | 18 |
|
|
2018
Q4 | $9.34M | Buy |
37,479
+213
| +0.6% | +$53.1K | 1.4% | 14 |
|
|
2018
Q3 | $9.91M | Buy |
37,266
+1,347
| +4% | +$358K | 1.32% | 14 |
|
|
2018
Q2 | $8.81M | Buy |
35,919
+2,320
| +7% | +$569K | 1.26% | 17 |
|
|
2018
Q1 | $7.19M | Buy |
33,599
+2,183
| +7% | +$467K | 1.09% | 20 |
|
|
2017
Q4 | $6.93M | Buy |
31,416
+1,039
| +3% | +$229K | 1.07% | 22 |
|
|
2017
Q3 | $5.95M | Buy |
30,377
+458
| +2% | +$89.7K | 1% | 24 |
|
|
2017
Q2 | $5.55M | Buy |
29,919
+339
| +1% | +$62.9K | 0.93% | 30 |
|
|
2017
Q1 | $4.85M | Sell |
29,580
-1,917
| -6% | -$314K | 0.89% | 35 |
|
|
2016
Q4 | $5.04M | Sell |
31,497
-646
| -2% | -$103K | 1.02% | 36 |
|
|
2016
Q3 | $4.5M | Buy |
32,143
+2,620
| +9% | +$367K | 0.85% | 43 |
|
|
2016
Q2 | $4.17M | Buy |
+29,523
| New | +$4.17M | 0.85% | 41 |
|