Atwood & Palmer’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Sell |
496
-60
| -11% | -$18.7K | 0.01% | 163 |
|
|
2025
Q1 | $291K | Sell |
556
-219
| -28% | -$115K | 0.02% | 127 |
|
|
2024
Q4 | $392K | Buy |
775
+10
| +1% | +$5.06K | 0.03% | 119 |
|
|
2024
Q3 | $447K | Hold |
765
| – | – | 0.03% | 116 |
|
|
2024
Q2 | $390K | Sell |
765
-60
| -7% | -$30.6K | 0.03% | 113 |
|
|
2024
Q1 | $408K | Buy |
825
+32
| +4% | +$15.8K | 0.03% | 115 |
|
|
2023
Q4 | $417K | Sell |
793
-75
| -9% | -$39.5K | 0.03% | 115 |
|
|
2023
Q3 | $438K | Hold |
868
| – | – | 0.04% | 105 |
|
|
2023
Q2 | $417K | Buy |
868
+319
| +58% | +$153K | 0.04% | 111 |
|
|
2023
Q1 | $259K | Hold |
549
| – | – | 0.02% | 124 |
|
|
2022
Q4 | $291K | Hold |
549
| – | – | 0.03% | 126 |
|
|
2022
Q3 | $277K | Hold |
549
| – | – | 0.03% | 125 |
|
|
2022
Q2 | $282K | Buy |
549
+27
| +5% | +$13.9K | 0.03% | 121 |
|
|
2022
Q1 | $266K | Sell |
522
-30
| -5% | -$15.3K | 0.02% | 131 |
|
|
2021
Q4 | $277K | Buy |
552
+25
| +5% | +$12.5K | 0.02% | 133 |
|
|
2021
Q3 | $206K | Buy |
527
+30
| +6% | +$11.7K | 0.02% | 141 |
|
|
2021
Q2 | $199K | Hold |
497
| – | – | 0.02% | 149 |
|
|
2021
Q1 | $185K | Hold |
497
| – | – | 0.02% | 146 |
|
|
2020
Q4 | $174K | Hold |
497
| – | – | 0.02% | 145 |
|
|
2020
Q3 | $155K | Hold |
497
| – | – | 0.02% | 139 |
|
|
2020
Q2 | $147K | Hold |
497
| – | – | 0.02% | 142 |
|
|
2020
Q1 | $124K | Buy |
497
+88
| +22% | +$22K | 0.02% | 140 |
|
|
2019
Q4 | $120K | Hold |
409
| – | – | 0.02% | 149 |
|
|
2019
Q3 | $89K | Sell |
409
-110
| -21% | -$23.9K | 0.01% | 169 |
|
|
2019
Q2 | $127K | Sell |
519
-249
| -32% | -$60.9K | 0.02% | 142 |
|
|
2019
Q1 | $190K | Hold |
768
| – | – | 0.03% | 124 |
|
|
2018
Q4 | $191K | Buy |
768
+394
| +105% | +$98K | 0.03% | 121 |
|
|
2018
Q3 | $99K | Hold |
374
| – | – | 0.01% | 158 |
|
|
2018
Q2 | $92K | Buy |
374
+249
| +199% | +$61.3K | 0.01% | 159 |
|
|
2018
Q1 | $27K | Hold |
125
| – | – | ﹤0.01% | 208 |
|
|
2017
Q4 | $28K | Hold |
125
| – | – | ﹤0.01% | 204 |
|
|
2017
Q3 | $24K | Hold |
125
| – | – | ﹤0.01% | 216 |
|
|
2017
Q2 | $23K | Hold |
125
| – | – | ﹤0.01% | 218 |
|
|
2017
Q1 | $21K | Sell |
125
-128
| -51% | -$21.5K | ﹤0.01% | 220 |
|
|
2016
Q4 | $40K | Hold |
253
| – | – | 0.01% | 183 |
|
|
2016
Q3 | $35K | Hold |
253
| – | – | 0.01% | 189 |
|
|
2016
Q2 | $36K | Hold |
253
| – | – | 0.01% | 190 |
|
|
2016
Q1 | $33K | Hold |
253
| – | – | 0.01% | 199 |
|
|
2015
Q4 | $30K | Hold |
253
| – | – | 0.01% | 235 |
|
|
2015
Q3 | $29K | Hold |
253
| – | – | 0.01% | 229 |
|
|
2015
Q2 | $31K | Buy |
253
+128
| +102% | +$15.7K | 0.01% | 214 |
|
|
2015
Q1 | $15K | Hold |
125
| – | – | ﹤0.01% | 255 |
|
|
2014
Q4 | $13K | Hold |
125
| – | – | ﹤0.01% | 278 |
|
|
2014
Q3 | $11K | Buy |
+125
| New | +$11K | ﹤0.01% | 300 |
|