Baird Financial Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.8M | Sell |
172,531
-265,446
| -61% | -$82.8M | 0.09% | 180 |
|
|
2025
Q1 | $229M | Buy |
437,977
+21,826
| +5% | +$11.4M | 0.44% | 50 |
|
|
2024
Q4 | $211M | Buy |
416,151
+18,290
| +5% | +$9.25M | 0.4% | 52 |
|
|
2024
Q3 | $233M | Sell |
397,861
-24,861
| -6% | -$14.5M | 0.45% | 47 |
|
|
2024
Q2 | $215M | Sell |
422,722
-40,457
| -9% | -$20.6M | 0.45% | 49 |
|
|
2024
Q1 | $229M | Sell |
463,179
-13,407
| -3% | -$6.63M | 0.48% | 45 |
|
|
2023
Q4 | $251M | Buy |
476,586
+197,834
| +71% | +$104M | 0.57% | 36 |
|
|
2023
Q3 | $141M | Buy |
278,752
+47,963
| +21% | +$24.2M | 0.38% | 50 |
|
|
2023
Q2 | $111M | Sell |
230,789
-111,695
| -33% | -$53.7M | 0.29% | 76 |
|
|
2023
Q1 | $162M | Buy |
342,484
+7,683
| +2% | +$3.63M | 0.4% | 52 |
|
|
2022
Q4 | $178M | Buy |
334,801
+21,995
| +7% | +$11.7M | 0.47% | 45 |
|
|
2022
Q3 | $158M | Sell |
312,806
-3,995
| -1% | -$2.02M | 0.47% | 45 |
|
|
2022
Q2 | $163M | Buy |
316,801
+29,545
| +10% | +$15.2M | 0.45% | 47 |
|
|
2022
Q1 | $146M | Buy |
287,256
+4,158
| +1% | +$2.12M | 0.36% | 59 |
|
|
2021
Q4 | $142M | Buy |
283,098
+5,038
| +2% | +$2.53M | 0.33% | 62 |
|
|
2021
Q3 | $109M | Buy |
278,060
+26,628
| +11% | +$10.4M | 0.28% | 80 |
|
|
2021
Q2 | $101M | Sell |
251,432
-27,911
| -10% | -$11.2M | 0.26% | 85 |
|
|
2021
Q1 | $104M | Buy |
279,343
+3,027
| +1% | +$1.13M | 0.29% | 74 |
|
|
2020
Q4 | $96.9M | Buy |
276,316
+9,837
| +4% | +$3.45M | 0.29% | 79 |
|
|
2020
Q3 | $83.1M | Sell |
266,479
-30,591
| -10% | -$9.54M | 0.28% | 81 |
|
|
2020
Q2 | $87.6M | Buy |
297,070
+12,908
| +5% | +$3.81M | 0.33% | 61 |
|
|
2020
Q1 | $70.9M | Buy |
284,162
+12,918
| +5% | +$3.22M | 0.32% | 63 |
|
|
2019
Q4 | $79.7M | Sell |
271,244
-2,251
| -0.8% | -$662K | 0.29% | 78 |
|
|
2019
Q3 | $59.4M | Buy |
273,495
+23,215
| +9% | +$5.05M | 0.23% | 112 |
|
|
2019
Q2 | $61.1M | Buy |
250,280
+29,077
| +13% | +$7.1M | 0.24% | 101 |
|
|
2019
Q1 | $54.7M | Sell |
221,203
-18,935
| -8% | -$4.68M | 0.32% | 84 |
|
|
2018
Q4 | $59.8M | Buy |
240,138
+14,075
| +6% | +$3.51M | 0.41% | 56 |
|
|
2018
Q3 | $60.8M | Sell |
226,063
-9,638
| -4% | -$2.59M | 0.38% | 63 |
|
|
2018
Q2 | $57.8M | Buy |
235,701
+2,082
| +0.9% | +$511K | 0.39% | 56 |
|
|
2018
Q1 | $50M | Buy |
233,619
+6,419
| +3% | +$1.37M | 0.35% | 71 |
|
|
2017
Q4 | $50.1M | Buy |
227,200
+970
| +0.4% | +$214K | 0.35% | 75 |
|
|
2017
Q3 | $44.3M | Buy |
226,230
+650
| +0.3% | +$127K | 0.33% | 84 |
|
|
2017
Q2 | $41.8M | Buy |
225,580
+4,792
| +2% | +$889K | 0.33% | 92 |
|
|
2017
Q1 | $36.2M | Buy |
220,788
+219
| +0.1% | +$35.9K | 0.29% | 103 |
|
|
2016
Q4 | $35.3M | Buy |
220,569
+10,898
| +5% | +$1.74M | 0.31% | 94 |
|
|
2016
Q3 | $29.4M | Sell |
209,671
-18
| -0% | -$2.52K | 0.26% | 109 |
|
|
2016
Q2 | $29.6M | Sell |
209,689
-4,246
| -2% | -$599K | 0.27% | 108 |
|
|
2016
Q1 | $27.6M | Buy |
213,935
+4,861
| +2% | +$627K | 0.26% | 114 |
|
|
2015
Q4 | $24.6M | Buy |
209,074
+159
| +0.1% | +$18.7K | 0.25% | 115 |
|
|
2015
Q3 | $24.2M | Buy |
208,915
+40,284
| +24% | +$4.67M | 0.26% | 112 |
|
|
2015
Q2 | $20.6M | Buy |
+168,631
| New | +$20.6M | 0.2% | 140 |
|