Boston Family Office’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
6,168
+363
| +6% | +$113K | 0.13% | 123 |
|
|
2025
Q1 | $3.04M | Buy |
5,805
+647
| +13% | +$339K | 0.22% | 91 |
|
|
2024
Q4 | $2.61M | Sell |
5,158
-33
| -0.6% | -$16.7K | 0.18% | 99 |
|
|
2024
Q3 | $3.04M | Buy |
5,191
+178
| +4% | +$104K | 0.21% | 93 |
|
|
2024
Q2 | $2.55M | Buy |
5,013
+220
| +5% | +$112K | 0.18% | 99 |
|
|
2024
Q1 | $2.37M | Buy |
4,793
+930
| +24% | +$460K | 0.17% | 102 |
|
|
2023
Q4 | $2.03M | Buy |
3,863
+165
| +4% | +$86.9K | 0.15% | 113 |
|
|
2023
Q3 | $1.87M | Buy |
3,698
+71
| +2% | +$35.8K | 0.15% | 115 |
|
|
2023
Q2 | $1.74M | Buy |
3,627
+166
| +5% | +$79.8K | 0.13% | 119 |
|
|
2023
Q1 | $1.64M | Buy |
3,461
+199
| +6% | +$94.1K | 0.13% | 121 |
|
|
2022
Q4 | $1.73M | Sell |
3,262
-329
| -9% | -$174K | 0.14% | 117 |
|
|
2022
Q3 | $1.81M | Sell |
3,591
-107
| -3% | -$54.1K | 0.16% | 108 |
|
|
2022
Q2 | $1.9M | Hold |
3,698
| – | – | 0.16% | 110 |
|
|
2022
Q1 | $1.89M | Sell |
3,698
-98
| -3% | -$50K | 0.13% | 116 |
|
|
2021
Q4 | $1.91M | Buy |
3,796
+577
| +18% | +$290K | 0.12% | 121 |
|
|
2021
Q3 | $1.26M | Buy |
3,219
+124
| +4% | +$48.5K | 0.09% | 146 |
|
|
2021
Q2 | $1.24M | Buy |
3,095
+50
| +2% | +$20K | 0.09% | 153 |
|
|
2021
Q1 | $1.13M | Buy |
3,045
+212
| +7% | +$78.8K | 0.09% | 152 |
|
|
2020
Q4 | $994K | Buy |
2,833
+145
| +5% | +$50.9K | 0.08% | 160 |
|
|
2020
Q3 | $838K | Buy |
2,688
+64
| +2% | +$20K | 0.08% | 160 |
|
|
2020
Q2 | $774K | Buy |
2,624
+73
| +3% | +$21.5K | 0.08% | 155 |
|
|
2020
Q1 | $636K | Hold |
2,551
| – | – | 0.08% | 155 |
|
|
2019
Q4 | $750K | Buy |
2,551
+275
| +12% | +$80.9K | 0.07% | 160 |
|
|
2019
Q3 | $495K | Buy |
2,276
+621
| +38% | +$135K | 0.05% | 190 |
|
|
2019
Q2 | $404K | Sell |
1,655
-1
| -0.1% | -$244 | 0.04% | 210 |
|
|
2019
Q1 | $409K | Hold |
1,656
| – | – | 0.04% | 208 |
|
|
2018
Q4 | $413K | Buy |
1,656
+126
| +8% | +$31.4K | 0.05% | 194 |
|
|
2018
Q3 | $407K | Sell |
1,530
-10
| -0.6% | -$2.66K | 0.04% | 217 |
|
|
2018
Q2 | $378K | Sell |
1,540
-10
| -0.6% | -$2.46K | 0.04% | 218 |
|
|
2018
Q1 | $332K | Sell |
1,550
-25
| -2% | -$5.36K | 0.04% | 222 |
|
|
2017
Q4 | $347K | Hold |
1,575
| – | – | 0.04% | 221 |
|
|
2017
Q3 | $308K | Buy |
1,575
+25
| +2% | +$4.89K | 0.04% | 229 |
|
|
2017
Q2 | $287K | Hold |
1,550
| – | – | 0.03% | 228 |
|
|
2017
Q1 | $254K | Hold |
1,550
| – | – | 0.03% | 228 |
|
|
2016
Q4 | $248K | Sell |
1,550
-25
| -2% | -$4K | 0.03% | 228 |
|
|
2016
Q3 | $220K | Hold |
1,575
| – | – | 0.03% | 233 |
|
|
2016
Q2 | $222K | Buy |
+1,575
| New | +$222K | 0.03% | 236 |
|