Barrow, Hanley, Mewhinney & Strauss’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313M | Sell |
1,002,623
-24,470
| -2% | -$7.63M | 1.05% | 42 |
|
|
2025
Q1 | $538M | Buy |
1,027,093
+310,446
| +43% | +$163M | 1.95% | 13 |
|
|
2024
Q4 | $363M | Buy |
716,647
+21,402
| +3% | +$10.8M | 1.24% | 31 |
|
|
2024
Q3 | $406M | Sell |
695,245
-5,619
| -0.8% | -$3.29M | 1.33% | 31 |
|
|
2024
Q2 | $357M | Buy |
700,864
+23,129
| +3% | +$11.8M | 1.22% | 33 |
|
|
2024
Q1 | $335M | Sell |
677,735
-161,666
| -19% | -$80M | 1.13% | 37 |
|
|
2023
Q4 | $442M | Sell |
839,401
-58,940
| -7% | -$31M | 1.55% | 26 |
|
|
2023
Q3 | $453M | Sell |
898,341
-44,647
| -5% | -$22.5M | 1.73% | 20 |
|
|
2023
Q2 | $453M | Sell |
942,988
-56,333
| -6% | -$27.1M | 1.69% | 21 |
|
|
2023
Q1 | $472M | Sell |
999,321
-88,776
| -8% | -$42M | 1.83% | 15 |
|
|
2022
Q4 | $577M | Sell |
1,088,097
-53,825
| -5% | -$28.5M | 2.17% | 9 |
|
|
2022
Q3 | $577M | Sell |
1,141,922
-32,771
| -3% | -$16.6M | 2.36% | 7 |
|
|
2022
Q2 | $603M | Sell |
1,174,693
-34,556
| -3% | -$17.7M | 2.28% | 8 |
|
|
2022
Q1 | $617M | Sell |
1,209,249
-56,831
| -4% | -$29M | 2.01% | 13 |
|
|
2021
Q4 | $636M | Sell |
1,266,080
-8,580
| -0.7% | -$4.31M | 2.01% | 12 |
|
|
2021
Q3 | $498M | Sell |
1,274,660
-52,678
| -4% | -$20.6M | 1.65% | 25 |
|
|
2021
Q2 | $532M | Buy |
1,327,338
+75,729
| +6% | +$30.3M | 1.71% | 22 |
|
|
2021
Q1 | $466M | Sell |
1,251,609
-57,544
| -4% | -$21.4M | 1.48% | 30 |
|
|
2020
Q4 | $459M | Sell |
1,309,153
-180,322
| -12% | -$63.2M | 1.58% | 25 |
|
|
2020
Q3 | $464M | Sell |
1,489,475
-180,610
| -11% | -$56.3M | 1.79% | 17 |
|
|
2020
Q2 | $493M | Sell |
1,670,085
-570,257
| -25% | -$168M | 1.93% | 16 |
|
|
2020
Q1 | $559M | Buy |
2,240,342
+61,662
| +3% | +$15.4M | 2.56% | 9 |
|
|
2019
Q4 | $640M | Buy |
2,178,680
+409,041
| +23% | +$120M | 2.05% | 12 |
|
|
2019
Q3 | $385M | Buy |
1,769,639
+63,751
| +4% | +$13.9M | 0.75% | 41 |
|
|
2019
Q2 | $416M | Buy |
1,705,888
+661,064
| +63% | +$161M | 0.76% | 41 |
|
|
2019
Q1 | $258M | Sell |
1,044,824
-44,057
| -4% | -$10.9M | 0.47% | 58 |
|
|
2018
Q4 | $271M | Sell |
1,088,881
-11,534
| -1% | -$2.87M | 0.53% | 49 |
|
|
2018
Q3 | $293M | Sell |
1,100,415
-39,132
| -3% | -$10.4M | 0.46% | 59 |
|
|
2018
Q2 | $280M | Sell |
1,139,547
-10,936
| -1% | -$2.68M | 0.45% | 62 |
|
|
2018
Q1 | $246M | Sell |
1,150,483
-8,633
| -0.7% | -$1.85M | 0.39% | 63 |
|
|
2017
Q4 | $256M | Sell |
1,159,116
-190,638
| -14% | -$42M | 0.38% | 63 |
|
|
2017
Q3 | $264M | Sell |
1,349,754
-175,283
| -11% | -$34.3M | 0.4% | 58 |
|
|
2017
Q2 | $283M | Sell |
1,525,037
-133,484
| -8% | -$24.8M | 0.43% | 56 |
|
|
2017
Q1 | $272M | Sell |
1,658,521
-99,934
| -6% | -$16.4M | 0.41% | 62 |
|
|
2016
Q4 | $281M | Sell |
1,758,455
-506,882
| -22% | -$81.1M | 0.42% | 62 |
|
|
2016
Q3 | $317M | Sell |
2,265,337
-302,430
| -12% | -$42.3M | 0.48% | 50 |
|
|
2016
Q2 | $363M | Sell |
2,567,767
-891,249
| -26% | -$126M | 0.55% | 46 |
|
|
2016
Q1 | $446M | Sell |
3,459,016
-70,023
| -2% | -$9.03M | 0.68% | 44 |
|
|
2015
Q4 | $415M | Sell |
3,529,039
-130,299
| -4% | -$15.3M | 0.62% | 47 |
|
|
2015
Q3 | $425M | Sell |
3,659,338
-131,713
| -3% | -$15.3M | 0.65% | 45 |
|
|
2015
Q2 | $463M | Sell |
3,791,051
-309,621
| -8% | -$37.8M | 0.63% | 47 |
|
|
2015
Q1 | $485M | Sell |
4,100,672
-235,282
| -5% | -$27.8M | 0.66% | 47 |
|
|
2014
Q4 | $438M | Sell |
4,335,954
-200,025
| -4% | -$20.2M | 0.59% | 48 |
|
|
2014
Q3 | $391M | Sell |
4,535,979
-202,822
| -4% | -$17.5M | 0.53% | 51 |
|
|
2014
Q2 | $387M | Sell |
4,738,801
-468,189
| -9% | -$38.3M | 0.52% | 51 |
|
|
2014
Q1 | $427M | Sell |
5,206,990
-537,266
| -9% | -$44.1M | 0.61% | 50 |
|
|
2013
Q4 | $433M | Sell |
5,744,256
-132,512
| -2% | -$9.98M | 0.63% | 49 |
|
|
2013
Q3 | $421M | Sell |
5,876,768
-326,123
| -5% | -$23.4M | 0.67% | 45 |
|
|
2013
Q2 | $406M | Buy |
+6,202,891
| New | +$406M | 0.68% | 45 |
|