Aspen Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-582
| Closed | -$305K | – | 154 |
|
|
2025
Q1 | $305K | Buy |
582
+14
| +2% | +$7.34K | 0.14% | 125 |
|
|
2024
Q4 | $287K | Hold |
568
| – | – | 0.13% | 127 |
|
|
2024
Q3 | $332K | Sell |
568
-90
| -14% | -$52.6K | 0.15% | 121 |
|
|
2024
Q2 | $335K | Hold |
658
| – | – | 0.17% | 118 |
|
|
2024
Q1 | $326K | Hold |
658
| – | – | 0.17% | 125 |
|
|
2023
Q4 | $346K | Hold |
658
| – | – | 0.19% | 111 |
|
|
2023
Q3 | $331K | Sell |
658
-1
| -0.2% | -$503 | 0.2% | 110 |
|
|
2023
Q2 | $317K | Sell |
659
-40
| -6% | -$19.2K | 0.19% | 112 |
|
|
2023
Q1 | $330K | Sell |
699
-560
| -44% | -$264K | 0.21% | 103 |
|
|
2022
Q4 | $667K | Sell |
1,259
-84
| -6% | -$44.5K | 0.44% | 70 |
|
|
2022
Q3 | $678K | Sell |
1,343
-51
| -4% | -$25.7K | 0.45% | 73 |
|
|
2022
Q2 | $716K | Buy |
1,394
+1
| +0.1% | +$514 | 0.45% | 74 |
|
|
2022
Q1 | $710K | Buy |
1,393
+5
| +0.4% | +$2.55K | 0.37% | 85 |
|
|
2021
Q4 | $697K | Buy |
1,388
+350
| +34% | +$176K | 0.34% | 90 |
|
|
2021
Q3 | $406K | Buy |
1,038
+290
| +39% | +$113K | 0.21% | 103 |
|
|
2021
Q2 | $300K | Hold |
748
| – | – | 0.16% | 124 |
|
|
2021
Q1 | $278K | Hold |
748
| – | – | 0.16% | 119 |
|
|
2020
Q4 | $262K | Sell |
748
-21
| -3% | -$7.36K | 0.16% | 117 |
|
|
2020
Q3 | $240K | Sell |
769
-49
| -6% | -$15.3K | 0.16% | 112 |
|
|
2020
Q2 | $241K | Hold |
818
| – | – | 0.17% | 105 |
|
|
2020
Q1 | $204K | Hold |
818
| – | – | 0.18% | 102 |
|
|
2019
Q4 | $241K | Buy |
+818
| New | +$241K | 0.15% | 122 |
|
|
2019
Q3 | – | Sell |
-823
| Closed | -$201K | – | 134 |
|
|
2019
Q2 | $201K | Hold |
823
| – | – | 0.13% | 134 |
|
|
2019
Q1 | $203K | Hold |
823
| – | – | 0.14% | 133 |
|
|
2018
Q4 | $205K | Hold |
823
| – | – | 0.16% | 125 |
|
|
2018
Q3 | $219K | Sell |
823
-440
| -35% | -$117K | 0.14% | 137 |
|
|
2018
Q2 | $310K | Buy |
1,263
+28
| +2% | +$6.87K | 0.21% | 115 |
|
|
2018
Q1 | $264K | Sell |
1,235
-445
| -26% | -$95.1K | 0.19% | 119 |
|
|
2017
Q4 | $370K | Hold |
1,680
| – | – | 0.26% | 104 |
|
|
2017
Q3 | $329K | Hold |
1,680
| – | – | 0.24% | 106 |
|
|
2017
Q2 | $312K | Hold |
1,680
| – | – | 0.23% | 107 |
|
|
2017
Q1 | $276K | Hold |
1,680
| – | – | 0.2% | 112 |
|
|
2016
Q4 | $269K | Hold |
1,680
| – | – | 0.2% | 110 |
|
|
2016
Q3 | $235K | Hold |
1,680
| – | – | 0.19% | 113 |
|
|
2016
Q2 | $237K | Sell |
1,680
-170
| -9% | -$24K | 0.2% | 111 |
|
|
2016
Q1 | $238K | Hold |
1,850
| – | – | 0.22% | 104 |
|
|
2015
Q4 | $218K | Hold |
1,850
| – | – | 0.22% | 112 |
|
|
2015
Q3 | $215K | Sell |
1,850
-210
| -10% | -$24.4K | 0.21% | 110 |
|
|
2015
Q2 | $251K | Hold |
2,060
| – | – | 0.21% | 109 |
|
|
2015
Q1 | $244K | Buy |
+2,060
| New | +$244K | 0.2% | 114 |
|