Atlas Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
2,179
-429
| -16% | -$134K | 0.08% | 199 |
|
|
2025
Q1 | $1.37M | Hold |
2,608
| – | – | 0.17% | 108 |
|
|
2024
Q4 | $1.32M | Hold |
2,608
| – | – | 0.17% | 105 |
|
|
2024
Q3 | $1.52M | Hold |
2,608
| – | – | 0.23% | 88 |
|
|
2024
Q2 | $1.33M | Sell |
2,608
-40
| -2% | -$20.4K | 0.17% | 101 |
|
|
2024
Q1 | $1.31M | Hold |
2,648
| – | – | 0.2% | 90 |
|
|
2023
Q4 | $1.39M | Sell |
2,648
-8
| -0.3% | -$4.21K | 0.2% | 86 |
|
|
2023
Q3 | $1.34M | Hold |
2,656
| – | – | 0.22% | 85 |
|
|
2023
Q2 | $1.28M | Hold |
2,656
| – | – | 0.19% | 91 |
|
|
2023
Q1 | $1.26M | Sell |
2,656
-9
| -0.3% | -$4.25K | 0.2% | 89 |
|
|
2022
Q4 | $1.41M | Hold |
2,665
| – | – | 0.24% | 82 |
|
|
2022
Q3 | $1.35M | Sell |
2,665
-402
| -13% | -$203K | 0.25% | 78 |
|
|
2022
Q2 | $1.58M | Sell |
3,067
-551
| -15% | -$283K | 0.27% | 76 |
|
|
2022
Q1 | $1.85M | Buy |
3,618
+1,043
| +41% | +$532K | 0.29% | 77 |
|
|
2021
Q4 | $1.29M | Sell |
2,575
-88
| -3% | -$44.2K | 0.19% | 97 |
|
|
2021
Q3 | $1.04M | Hold |
2,663
| – | – | 0.17% | 108 |
|
|
2021
Q2 | $1.07M | Buy |
2,663
+87
| +3% | +$34.8K | 0.18% | 111 |
|
|
2021
Q1 | $958K | Sell |
2,576
-323
| -11% | -$120K | 0.19% | 109 |
|
|
2020
Q4 | $1.02M | Sell |
2,899
-1,097
| -27% | -$385K | 0.21% | 100 |
|
|
2020
Q3 | $1.25M | Hold |
3,996
| – | – | 0.3% | 79 |
|
|
2020
Q2 | $1.18M | Sell |
3,996
-99
| -2% | -$29.2K | 0.28% | 81 |
|
|
2020
Q1 | $1.02M | Sell |
4,095
-207
| -5% | -$51.6K | 0.3% | 81 |
|
|
2019
Q4 | $1.26M | Sell |
4,302
-679
| -14% | -$200K | 0.32% | 82 |
|
|
2019
Q3 | $1.08M | Buy |
4,981
+1,460
| +41% | +$317K | 0.33% | 89 |
|
|
2019
Q2 | $859K | Buy |
3,521
+60
| +2% | +$14.6K | 0.28% | 98 |
|
|
2019
Q1 | $856K | Sell |
3,461
-1,642
| -32% | -$406K | 0.31% | 92 |
|
|
2018
Q4 | $1.27M | Sell |
5,103
-66
| -1% | -$16.4K | 0.51% | 50 |
|
|
2018
Q3 | $1.4M | Buy |
5,169
+1,500
| +41% | +$406K | 0.47% | 54 |
|
|
2018
Q2 | $918K | Sell |
3,669
-2,714
| -43% | -$679K | 0.33% | 86 |
|
|
2018
Q1 | $1.37M | Buy |
+6,383
| New | +$1.37M | 0.42% | 63 |
|