Ascent Wealth 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 | $1.04M | Sell |
3,318
-2,657
| -44% | -$829K | 0.13% | 116 |
|
|
2025
Q1 | $3.13M | Sell |
5,975
-13,510
| -69% | -$7.08M | 0.42% | 55 |
|
|
2024
Q4 | $9.86M | Buy |
19,485
+142
| +0.7% | +$71.8K | 1.33% | 22 |
|
|
2024
Q3 | $11.3M | Sell |
19,343
-117
| -0.6% | -$68.4K | 1.58% | 14 |
|
|
2024
Q2 | $9.91M | Buy |
19,460
+17
| +0.1% | +$8.66K | 1.45% | 19 |
|
|
2024
Q1 | $9.62M | Buy |
19,443
+187
| +1% | +$92.5K | 1.43% | 19 |
|
|
2023
Q4 | $10.1M | Buy |
19,256
+156
| +0.8% | +$82.1K | 1.66% | 11 |
|
|
2023
Q3 | $9.63M | Sell |
19,100
-193
| -1% | -$97.3K | 1.77% | 10 |
|
|
2023
Q2 | $9.16M | Buy |
19,293
+3,372
| +21% | +$1.6M | 1.61% | 12 |
|
|
2023
Q1 | $7.52M | Buy |
15,921
+259
| +2% | +$122K | 1.51% | 16 |
|
|
2022
Q4 | $8.3M | Sell |
15,662
-90
| -0.6% | -$47.7K | 1.79% | 15 |
|
|
2022
Q3 | $7.96M | Sell |
15,752
-3,221
| -17% | -$1.63M | 1.9% | 14 |
|
|
2022
Q2 | $9.46M | Buy |
18,973
+372
| +2% | +$186K | 2.13% | 10 |
|
|
2022
Q1 | $9.49M | Buy |
18,601
+2,515
| +16% | +$1.28M | 1.77% | 11 |
|
|
2021
Q4 | $8.08M | Sell |
16,086
-2,200
| -12% | -$1.1M | 1.44% | 15 |
|
|
2021
Q3 | $7.15M | Sell |
18,286
-52
| -0.3% | -$20.3K | 1.37% | 18 |
|
|
2021
Q2 | $7.34M | Buy |
18,338
+208
| +1% | +$83.3K | 1.4% | 17 |
|
|
2021
Q1 | $6.75M | Buy |
18,130
+549
| +3% | +$204K | 1.46% | 17 |
|
|
2020
Q4 | $6.17M | Sell |
17,581
-185
| -1% | -$64.9K | 1.37% | 21 |
|
|
2020
Q3 | $5.54M | Sell |
17,766
-57
| -0.3% | -$17.8K | 1.42% | 21 |
|
|
2020
Q2 | $5.26M | Sell |
17,823
-85
| -0.5% | -$25.1K | 1.53% | 19 |
|
|
2020
Q1 | $4.47M | Sell |
17,908
-8,456
| -32% | -$2.11M | 1.63% | 20 |
|
|
2019
Q4 | $7.75M | Sell |
26,364
-450
| -2% | -$132K | 2.2% | 11 |
|
|
2019
Q3 | $5.83M | Sell |
26,814
-168
| -0.6% | -$36.5K | 1.78% | 19 |
|
|
2019
Q2 | $6.59M | Buy |
26,982
+574
| +2% | +$140K | 2.03% | 12 |
|
|
2019
Q1 | $6.53M | Buy |
26,408
+1,676
| +7% | +$414K | 2.13% | 13 |
|
|
2018
Q4 | $6.16M | Sell |
24,732
-494
| -2% | -$123K | 2.41% | 9 |
|
|
2018
Q3 | $6.71M | Buy |
25,226
+465
| +2% | +$124K | 2.14% | 11 |
|
|
2018
Q2 | $6.08M | Buy |
24,761
+109
| +0.4% | +$26.7K | 2.14% | 9 |
|
|
2018
Q1 | $5.28M | Sell |
24,652
-195
| -0.8% | -$41.7K | 1.92% | 14 |
|
|
2017
Q4 | $5.48M | Sell |
24,847
-6,514
| -21% | -$1.44M | 2.04% | 12 |
|
|
2017
Q3 | $6.14M | Buy |
31,361
+415
| +1% | +$81.3K | 2.46% | 8 |
|
|
2017
Q2 | $5.74M | Sell |
30,946
-90
| -0.3% | -$16.7K | 2.47% | 7 |
|
|
2017
Q1 | $5.09M | Buy |
31,036
+450
| +1% | +$73.8K | 2.3% | 9 |
|
|
2016
Q4 | $4.9M | Sell |
30,586
-579
| -2% | -$92.7K | 2.4% | 7 |
|
|
2016
Q3 | $4.36M | Sell |
31,165
-190
| -0.6% | -$26.6K | 2.21% | 8 |
|
|
2016
Q2 | $4.43M | Sell |
31,355
-98
| -0.3% | -$13.8K | 2.29% | 8 |
|
|
2016
Q1 | $4.06M | Buy |
31,453
+533
| +2% | +$68.7K | 2.18% | 9 |
|
|
2015
Q4 | $3.64M | Buy |
30,920
+288
| +0.9% | +$33.9K | 2.03% | 13 |
|
|
2015
Q3 | $3.55M | Buy |
30,632
+776
| +3% | +$90K | 2.12% | 11 |
|
|
2015
Q2 | $3.64M | Buy |
29,856
+615
| +2% | +$75K | 2% | 11 |
|
|
2015
Q1 | $3.46M | Buy |
29,241
+925
| +3% | +$109K | 1.89% | 13 |
|
|
2014
Q4 | $2.86M | Buy |
28,316
+916
| +3% | +$92.6K | 1.68% | 19 |
|
|
2014
Q3 | $2.36M | Buy |
+27,400
| New | +$2.36M | 1.5% | 24 |
|