Becker Capital Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.49M Buy
7,968
+20
+0.3% +$6.24K 0.08% 128
2025
Q1
$4.16M Sell
7,948
-63
-0.8% -$33K 0.14% 104
2024
Q4
$4.05M Sell
8,011
-5
-0.1% -$2.53K 0.13% 109
2024
Q3
$4.69M Buy
8,016
+6
+0.1% +$3.51K 0.15% 102
2024
Q2
$4.08M Sell
8,010
-152
-2% -$77.4K 0.14% 108
2024
Q1
$4.04M Sell
8,162
-129
-2% -$63.8K 0.14% 104
2023
Q4
$4.36M Sell
8,291
-251
-3% -$132K 0.16% 99
2023
Q3
$4.31M Sell
8,542
-1,641
-16% -$827K 0.17% 98
2023
Q2
$4.89M Buy
10,183
+1,507
+17% +$724K 0.19% 95
2023
Q1
$4.1M Buy
8,676
+513
+6% +$242K 0.16% 103
2022
Q4
$4.33M Sell
8,163
-342
-4% -$181K 0.2% 89
2022
Q3
$4.3M Sell
8,505
-10
-0.1% -$5.05K 0.23% 87
2022
Q2
$4.37M Sell
8,515
-14
-0.2% -$7.19K 0.21% 90
2022
Q1
$4.35M Sell
8,529
-27
-0.3% -$13.8K 0.18% 95
2021
Q4
$4.3M Buy
8,556
+386
+5% +$194K 0.17% 96
2021
Q3
$3.19M Sell
8,170
-28
-0.3% -$10.9K 0.13% 102
2021
Q2
$3.28M Buy
8,198
+33
+0.4% +$13.2K 0.14% 102
2021
Q1
$3.04M Buy
8,165
+340
+4% +$127K 0.14% 104
2020
Q4
$2.74M Sell
7,825
-563
-7% -$197K 0.14% 96
2020
Q3
$2.62M Buy
8,388
+260
+3% +$81.1K 0.15% 91
2020
Q2
$2.4M Sell
8,128
-155
-2% -$45.7K 0.14% 92
2020
Q1
$2.07M Buy
8,283
+13
+0.2% +$3.24K 0.13% 91
2019
Q4
$2.43M Sell
8,270
-12
-0.1% -$3.53K 0.09% 90
2019
Q3
$1.8M Sell
8,282
-20
-0.2% -$4.35K 0.07% 89
2019
Q2
$2.03M Buy
8,302
+475
+6% +$116K 0.07% 86
2019
Q1
$1.94M Buy
7,827
+2,935
+60% +$726K 0.07% 89
2018
Q4
$1.22M Sell
4,892
-112
-2% -$27.9K 0.05% 95
2018
Q3
$1.33M Buy
5,004
+350
+8% +$93.1K 0.04% 97
2018
Q2
$1.14M Sell
4,654
-128
-3% -$31.4K 0.04% 97
2018
Q1
$1.02M Sell
4,782
-670
-12% -$143K 0.03% 99
2017
Q4
$1.2M Buy
5,452
+570
+12% +$126K 0.04% 95
2017
Q3
$956K Buy
4,882
+3,361
+221% +$658K 0.03% 94
2017
Q2
$282K Hold
1,521
0.01% 119
2017
Q1
$249K Buy
1,521
+49
+3% +$8.02K 0.01% 127
2016
Q4
$236K Sell
1,472
-68
-4% -$10.9K 0.01% 132
2016
Q3
$216K Buy
1,540
+68
+5% +$9.54K 0.01% 133
2016
Q2
$208K Buy
+1,472
New +$208K 0.01% 132