Arrow Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.57M | Buy |
5,048
+722
| +17% | +$225K | 0.17% | 77 |
|
2025
Q1 | $2.27M | Sell |
4,326
-3,250
| -43% | -$1.7M | 0.25% | 66 |
|
2024
Q4 | $3.83M | Sell |
7,576
-19
| -0.3% | -$9.61K | 0.36% | 59 |
|
2024
Q3 | $4.44M | Sell |
7,595
-142
| -2% | -$83K | 0.41% | 53 |
|
2024
Q2 | $3.94M | Sell |
7,737
-458
| -6% | -$233K | 0.38% | 57 |
|
2024
Q1 | $4.05M | Sell |
8,195
-938
| -10% | -$464K | 0.4% | 55 |
|
2023
Q4 | $4.81M | Sell |
9,133
-2,474
| -21% | -$1.3M | 0.5% | 44 |
|
2023
Q3 | $5.85M | Sell |
11,607
-353
| -3% | -$178K | 0.69% | 35 |
|
2023
Q2 | $5.75M | Sell |
11,960
-342
| -3% | -$164K | 0.69% | 36 |
|
2023
Q1 | $5.81M | Buy |
12,302
+28
| +0.2% | +$13.2K | 0.76% | 33 |
|
2022
Q4 | $6.51M | Sell |
12,274
-1,063
| -8% | -$564K | 0.88% | 24 |
|
2022
Q3 | $6.74M | Sell |
13,337
-122
| -0.9% | -$61.6K | 0.98% | 24 |
|
2022
Q2 | $6.91M | Sell |
13,459
-1,831
| -12% | -$940K | 0.94% | 24 |
|
2022
Q1 | $7.8M | Sell |
15,290
-73
| -0.5% | -$37.2K | 0.93% | 20 |
|
2021
Q4 | $7.71M | Sell |
15,363
-124
| -0.8% | -$62.3K | 0.91% | 21 |
|
2021
Q3 | $6.05M | Sell |
15,487
-360
| -2% | -$141K | 0.78% | 29 |
|
2021
Q2 | $6.35M | Sell |
15,847
-944
| -6% | -$378K | 0.81% | 24 |
|
2021
Q1 | $6.25M | Buy |
16,791
+134
| +0.8% | +$49.9K | 0.83% | 24 |
|
2020
Q4 | $5.84M | Buy |
16,657
+326
| +2% | +$114K | 1.14% | 24 |
|
2020
Q3 | $5.09M | Sell |
16,331
-243
| -1% | -$75.8K | 1.08% | 26 |
|
2020
Q2 | $4.89M | Buy |
16,574
+40
| +0.2% | +$11.8K | 1.07% | 25 |
|
2020
Q1 | $4.12M | Buy |
16,534
+387
| +2% | +$96.5K | 0.98% | 28 |
|
2019
Q4 | $4.75M | Sell |
16,147
-505
| -3% | -$148K | 0.93% | 30 |
|
2019
Q3 | $3.62M | Sell |
16,652
-810
| -5% | -$176K | 0.75% | 38 |
|
2019
Q2 | $4.26M | Buy |
17,462
+502
| +3% | +$122K | 0.92% | 34 |
|
2019
Q1 | $4.19M | Sell |
16,960
-85
| -0.5% | -$21K | 0.97% | 27 |
|
2018
Q4 | $4.25M | Buy |
17,045
+115
| +0.7% | +$28.7K | 1.09% | 23 |
|
2018
Q3 | $4.5M | Buy |
16,930
+672
| +4% | +$179K | 0.95% | 27 |
|
2018
Q2 | $3.99M | Sell |
16,258
-12
| -0.1% | -$2.94K | 0.9% | 29 |
|
2018
Q1 | $3.48M | Buy |
16,270
+298
| +2% | +$63.8K | 0.81% | 35 |
|
2017
Q4 | $3.52M | Hold |
15,972
| – | – | 0.81% | 34 |
|
2017
Q3 | $3.13M | Hold |
15,972
| – | – | 0.74% | 37 |
|
2017
Q2 | $2.96M | Sell |
15,972
-95
| -0.6% | -$17.6K | 0.71% | 43 |
|
2017
Q1 | $2.64M | Sell |
16,067
-8
| -0% | -$1.31K | 0.64% | 47 |
|
2016
Q4 | $2.57M | Sell |
16,075
-105
| -0.6% | -$16.8K | 0.64% | 46 |
|
2016
Q3 | $2.27M | Hold |
16,180
| – | – | 0.58% | 57 |
|
2016
Q2 | $2.29M | Buy |
16,180
+5
| +0% | +$706 | 0.6% | 59 |
|
2016
Q1 | $2.08M | Buy |
16,175
+415
| +3% | +$53.5K | 0.55% | 61 |
|
2015
Q4 | $1.85M | Sell |
15,760
-45
| -0.3% | -$5.29K | 0.5% | 64 |
|
2015
Q3 | $1.83M | Buy |
15,805
+2,175
| +16% | +$252K | 0.52% | 63 |
|
2015
Q2 | $1.66M | Sell |
13,630
-429
| -3% | -$52.3K | 0.45% | 69 |
|
2015
Q1 | $1.66M | Sell |
14,059
-231
| -2% | -$27.3K | 0.45% | 77 |
|
2014
Q4 | $1.45M | Sell |
14,290
-1,055
| -7% | -$107K | 0.39% | 80 |
|
2014
Q3 | $1.32M | Sell |
15,345
-1,790
| -10% | -$154K | 0.37% | 87 |
|
2014
Q2 | $1.4M | Sell |
17,135
-385
| -2% | -$31.5K | 0.38% | 86 |
|
2014
Q1 | $1.44M | Sell |
17,520
-295
| -2% | -$24.2K | 0.41% | 83 |
|
2013
Q4 | $1.34M | Sell |
17,815
-4,775
| -21% | -$359K | 0.38% | 85 |
|
2013
Q3 | $1.62M | Sell |
22,590
-5,150
| -19% | -$369K | 0.5% | 70 |
|
2013
Q2 | $1.82M | Buy |
+27,740
| New | +$1.82M | 0.58% | 57 |
|