Atria Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
55,416
-19,002
| -26% | -$5.93M | 0.2% | 99 |
|
|
2025
Q1 | $39M | Sell |
74,418
-144
| -0.2% | -$75.4K | 0.5% | 31 |
|
|
2024
Q4 | $37.7M | Sell |
74,562
-12,129
| -14% | -$6.14M | 0.47% | 33 |
|
|
2024
Q3 | $50.7M | Buy |
86,691
+1,765
| +2% | +$1.03M | 0.63% | 21 |
|
|
2024
Q2 | $43.2M | Buy |
84,926
+3,960
| +5% | +$2.02M | 0.56% | 25 |
|
|
2024
Q1 | $40M | Sell |
80,966
-3,002
| -4% | -$1.48M | 0.55% | 25 |
|
|
2023
Q4 | $44.2M | Buy |
83,968
+697
| +0.8% | +$367K | 0.68% | 22 |
|
|
2023
Q3 | $42M | Buy |
83,271
+2,863
| +4% | +$1.44M | 0.75% | 16 |
|
|
2023
Q2 | $38.6M | Sell |
80,408
-581
| -0.7% | -$279K | 0.7% | 19 |
|
|
2023
Q1 | $38.3M | Buy |
80,989
+100
| +0.1% | +$47.3K | 0.72% | 17 |
|
|
2022
Q4 | $42.9M | Sell |
80,889
-352
| -0.4% | -$187K | 0.88% | 11 |
|
|
2022
Q3 | $41M | Sell |
81,241
-407
| -0.5% | -$206K | 0.91% | 13 |
|
|
2022
Q2 | $41.9M | Buy |
81,648
+5,936
| +8% | +$3.05M | 0.88% | 15 |
|
|
2022
Q1 | $38.6M | Buy |
75,712
+2,018
| +3% | +$1.03M | 0.68% | 21 |
|
|
2021
Q4 | $37M | Buy |
73,694
+5,042
| +7% | +$2.53M | 0.66% | 20 |
|
|
2021
Q3 | $26.8M | Buy |
68,652
+5,774
| +9% | +$2.26M | 0.48% | 35 |
|
|
2021
Q2 | $25.2M | Buy |
62,878
+2,162
| +4% | +$866K | 0.49% | 36 |
|
|
2021
Q1 | $22.6M | Buy |
60,716
+2,837
| +5% | +$1.06M | 0.5% | 40 |
|
|
2020
Q4 | $20.3M | Buy |
57,879
+2,674
| +5% | +$938K | 0.49% | 35 |
|
|
2020
Q3 | $17.2M | Buy |
55,205
+3,134
| +6% | +$977K | 0.52% | 34 |
|
|
2020
Q2 | $15.4M | Buy |
52,071
+3,353
| +7% | +$989K | 0.53% | 33 |
|
|
2020
Q1 | $12.1M | Buy |
48,718
+5,206
| +12% | +$1.3M | 0.93% | 19 |
|
|
2019
Q4 | $12.8M | Buy |
43,512
+14,824
| +52% | +$4.36M | 0.35% | 57 |
|
|
2019
Q3 | $6.23M | Buy |
28,688
+3,527
| +14% | +$766K | 0.22% | 96 |
|
|
2019
Q2 | $6.2M | Sell |
25,161
-8,273
| -25% | -$2.04M | 0.23% | 92 |
|
|
2019
Q1 | $8.27M | Buy |
33,434
+1,096
| +3% | +$271K | 0.35% | 60 |
|
|
2018
Q4 | $8.06M | Sell |
32,338
-426
| -1% | -$106K | 0.36% | 48 |
|
|
2018
Q3 | $8.72M | Buy |
32,764
+5,818
| +22% | +$1.55M | 0.34% | 49 |
|
|
2018
Q2 | $6.61M | Buy |
26,946
+8,250
| +44% | +$2.02M | 0.29% | 61 |
|
|
2018
Q1 | $4M | Buy |
18,696
+552
| +3% | +$118K | 0.19% | 98 |
|
|
2017
Q4 | $4M | Buy |
18,144
+1,112
| +7% | +$245K | 0.2% | 96 |
|
|
2017
Q3 | $3.34M | Buy |
17,032
+1,323
| +8% | +$259K | 0.18% | 110 |
|
|
2017
Q2 | $2.91M | Buy |
15,709
+716
| +5% | +$133K | 0.18% | 115 |
|
|
2017
Q1 | $2.46M | Buy |
14,993
+2,428
| +19% | +$398K | 0.16% | 133 |
|
|
2016
Q4 | $2.01M | Buy |
12,565
+1,115
| +10% | +$178K | 0.15% | 129 |
|
|
2016
Q3 | $1.6M | Buy |
11,450
+1,503
| +15% | +$210K | 0.15% | 131 |
|
|
2016
Q2 | $1.39M | Buy |
9,947
+678
| +7% | +$94.8K | 0.15% | 120 |
|
|
2016
Q1 | $1.2M | Buy |
9,269
+75
| +0.8% | +$9.67K | 0.14% | 119 |
|
|
2015
Q4 | $1.01M | Buy |
9,194
+4,303
| +88% | +$474K | 0.11% | 139 |
|
|
2015
Q3 | $567K | Sell |
4,891
-2,649
| -35% | -$307K | 0.08% | 178 |
|
|
2015
Q2 | $920K | Sell |
7,540
-537
| -7% | -$65.5K | 0.11% | 142 |
|
|
2015
Q1 | $955K | Sell |
8,077
-588
| -7% | -$69.5K | 0.11% | 155 |
|
|
2014
Q4 | $876K | Buy |
8,665
+524
| +6% | +$53K | 0.09% | 181 |
|
|
2014
Q3 | $702K | Sell |
8,141
-2,788
| -26% | -$240K | 0.07% | 236 |
|
|
2014
Q2 | $893K | Buy |
10,929
+2,213
| +25% | +$181K | 0.09% | 193 |
|
|
2014
Q1 | $715K | Sell |
8,716
-1,972
| -18% | -$162K | 0.07% | 224 |
|
|
2013
Q4 | $805K | Buy |
10,688
+785
| +8% | +$59.1K | 0.08% | 212 |
|
|
2013
Q3 | $709K | Sell |
9,903
-1,962
| -17% | -$140K | 0.07% | 224 |
|
|
2013
Q2 | $777K | Buy |
+11,865
| New | +$777K | 0.09% | 127 |
|