Boston Research & 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 | $230K | Hold |
740
| – | – | 0.06% | 108 |
|
|
2025
Q1 | $387K | Hold |
740
| – | – | 0.1% | 92 |
|
|
2024
Q4 | $374K | Hold |
740
| – | – | 0.09% | 96 |
|
|
2024
Q3 | $432K | Hold |
740
| – | – | 0.1% | 92 |
|
|
2024
Q2 | $376K | Hold |
740
| – | – | 0.1% | 96 |
|
|
2024
Q1 | $366K | Hold |
740
| – | – | 0.09% | 97 |
|
|
2023
Q4 | $389K | Hold |
740
| – | – | 0.1% | 92 |
|
|
2023
Q3 | $373K | Hold |
740
| – | – | 0.11% | 90 |
|
|
2023
Q2 | $355K | Hold |
740
| – | – | 0.1% | 93 |
|
|
2023
Q1 | $349K | Hold |
740
| – | – | 0.1% | 93 |
|
|
2022
Q4 | $392K | Hold |
740
| – | – | 0.12% | 92 |
|
|
2022
Q3 | $373K | Hold |
740
| – | – | 0.13% | 91 |
|
|
2022
Q2 | $380K | Hold |
740
| – | – | 0.12% | 93 |
|
|
2022
Q1 | $377K | Hold |
740
| – | – | 0.11% | 92 |
|
|
2021
Q4 | $371K | Hold |
740
| – | – | 0.1% | 91 |
|
|
2021
Q3 | $289K | Hold |
740
| – | – | 0.09% | 96 |
|
|
2021
Q2 | $296K | Hold |
740
| – | – | 0.09% | 93 |
|
|
2021
Q1 | $275K | Hold |
740
| – | – | 0.09% | 95 |
|
|
2020
Q4 | $259K | Hold |
740
| – | – | 0.09% | 96 |
|
|
2020
Q3 | $230K | Hold |
740
| – | – | 0.09% | 93 |
|
|
2020
Q2 | $218K | Sell |
740
-78
| -10% | -$23K | 0.09% | 93 |
|
|
2020
Q1 | $203K | Hold |
818
| – | – | 0.1% | 89 |
|
|
2019
Q4 | $240K | Buy |
+818
| New | +$240K | 0.09% | 96 |
|
|
2019
Q2 | – | Sell |
-818
| Closed | -$202K | – | 102 |
|
|
2019
Q1 | $202K | Hold |
818
| – | – | 0.08% | 102 |
|
|
2018
Q4 | $203K | Hold |
818
| – | – | 0.1% | 98 |
|
|
2018
Q3 | $217K | Buy |
+818
| New | +$217K | 0.1% | 96 |
|