Boston Financial Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.38M | Buy |
8,660
+324
| +4% | +$164K | 0.13% | 103 |
|
|
2024
Q3 | $4.87M | Buy |
8,336
+87
| +1% | +$50.9K | 0.15% | 101 |
|
|
2024
Q2 | $4.2M | Sell |
8,249
-53
| -0.6% | -$27K | 0.13% | 106 |
|
|
2024
Q1 | $4.11M | Sell |
8,302
-221
| -3% | -$109K | 0.13% | 107 |
|
|
2023
Q4 | $4.49M | Sell |
8,523
-8,593
| -50% | -$4.52M | 0.15% | 101 |
|
|
2023
Q3 | $8.63M | Sell |
17,116
-164
| -0.9% | -$82.7K | 0.32% | 70 |
|
|
2023
Q2 | $8.31M | Sell |
17,280
-2
| -0% | -$961 | 0.3% | 74 |
|
|
2023
Q1 | $8.17M | Sell |
17,282
-381
| -2% | -$180K | 0.32% | 72 |
|
|
2022
Q4 | $9.36M | Buy |
17,663
+479
| +3% | +$254K | 0.38% | 65 |
|
|
2022
Q3 | $8.68M | Buy |
17,184
+4,914
| +40% | +$2.48M | 0.38% | 67 |
|
|
2022
Q2 | $6.3M | Buy |
12,270
+272
| +2% | +$140K | 0.27% | 76 |
|
|
2022
Q1 | $6.12M | Sell |
11,998
-419
| -3% | -$214K | 0.23% | 76 |
|
|
2021
Q4 | $6.24M | Sell |
12,417
-1,586
| -11% | -$796K | 0.23% | 73 |
|
|
2021
Q3 | $5.47M | Buy |
14,003
+31
| +0.2% | +$12.1K | 0.22% | 74 |
|
|
2021
Q2 | $5.6M | Sell |
13,972
-124
| -0.9% | -$49.7K | 0.23% | 76 |
|
|
2021
Q1 | $5.25M | Sell |
14,096
-2,299
| -14% | -$855K | 0.23% | 75 |
|
|
2020
Q4 | $5.75M | Sell |
16,395
-5,250
| -24% | -$1.84M | 0.26% | 73 |
|
|
2020
Q3 | $6.75M | Sell |
21,645
-713
| -3% | -$222K | 0.33% | 63 |
|
|
2020
Q2 | $6.59M | Sell |
22,358
-2,535
| -10% | -$748K | 0.35% | 60 |
|
|
2020
Q1 | $6.21M | Sell |
24,893
-41,653
| -63% | -$10.4M | 0.4% | 63 |
|
|
2019
Q4 | $19.6M | Sell |
66,546
-422
| -0.6% | -$124K | 1.07% | 33 |
|
|
2019
Q3 | $14.6M | Buy |
66,968
+43
| +0.1% | +$9.34K | 0.83% | 41 |
|
|
2019
Q2 | $16.3M | Sell |
66,925
-46,107
| -41% | -$11.3M | 0.94% | 36 |
|
|
2019
Q1 | $27.9M | Sell |
113,032
-936
| -0.8% | -$231K | 1.7% | 15 |
|
|
2018
Q4 | $28.4M | Buy |
113,968
+3,505
| +3% | +$873K | 1.97% | 8 |
|
|
2018
Q3 | $29.4M | Buy |
110,463
+7,722
| +8% | +$2.05M | 1.74% | 9 |
|
|
2018
Q2 | $25.2M | Sell |
102,741
-2,617
| -2% | -$642K | 1.7% | 10 |
|
|
2018
Q1 | $22.5M | Sell |
105,358
-3,997
| -4% | -$855K | 1.54% | 10 |
|
|
2017
Q4 | $24.1M | Sell |
109,355
-741
| -0.7% | -$163K | 1.61% | 8 |
|
|
2017
Q3 | $21.6M | Sell |
110,096
-1,439
| -1% | -$282K | 1.53% | 7 |
|
|
2017
Q2 | $20.7M | Buy |
111,535
+4,519
| +4% | +$838K | 1.49% | 8 |
|
|
2017
Q1 | $17.6M | Buy |
107,016
+410
| +0.4% | +$67.2K | 1.31% | 12 |
|
|
2016
Q4 | $17.1M | Sell |
106,606
-336
| -0.3% | -$53.8K | 1.35% | 11 |
|
|
2016
Q3 | $15M | Buy |
106,942
+112
| +0.1% | +$15.7K | 1.22% | 13 |
|
|
2016
Q2 | $15.1M | Buy |
106,830
+78,891
| +282% | +$11.1M | 1.23% | 14 |
|
|
2016
Q1 | $3.6M | Sell |
27,939
-670
| -2% | -$86.4K | 0.54% | 71 |
|
|
2015
Q4 | $3.37M | Sell |
28,609
-4,071
| -12% | -$479K | 0.48% | 75 |
|
|
2015
Q3 | $3.79M | Buy |
32,680
+372
| +1% | +$43.2K | 0.54% | 67 |
|
|
2015
Q2 | $3.94M | Buy |
32,308
+499
| +2% | +$60.9K | 0.51% | 67 |
|
|
2015
Q1 | $3.76M | Buy |
31,809
+4,230
| +15% | +$500K | 0.47% | 71 |
|
|
2014
Q4 | $2.79M | Buy |
27,579
+466
| +2% | +$47.1K | 0.35% | 90 |
|
|
2014
Q3 | $2.34M | Sell |
27,113
-300
| -1% | -$25.9K | 0.31% | 97 |
|
|
2014
Q2 | $2.24M | Buy |
27,413
+401
| +1% | +$32.8K | 0.3% | 98 |
|
|
2014
Q1 | $2.22M | Buy |
27,012
+4,144
| +18% | +$340K | 0.3% | 97 |
|
|
2013
Q4 | $1.72M | Buy |
22,868
+3,255
| +17% | +$245K | 0.24% | 112 |
|
|
2013
Q3 | $1.4M | Buy |
19,613
+235
| +1% | +$16.8K | 0.21% | 117 |
|
|
2013
Q2 | $1.27M | Buy |
+19,378
| New | +$1.27M | 0.2% | 120 |
|