Buckingham Capital Management (Ohio)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.4M | Sell |
22,517
-1,260
| -5% | -$637K | 1.31% | 24 |
|
|
2024
Q3 | $13.9M | Sell |
23,777
-1,674
| -7% | -$979K | 1.59% | 18 |
|
|
2024
Q2 | $13M | Buy |
25,451
+168
| +0.7% | +$85.6K | 1.55% | 19 |
|
|
2024
Q1 | $12.5M | Buy |
25,283
+337
| +1% | +$167K | 1.53% | 20 |
|
|
2023
Q4 | $13.1M | Sell |
24,946
-331
| -1% | -$174K | 1.76% | 16 |
|
|
2023
Q3 | $12.7M | Buy |
25,277
+361
| +1% | +$182K | 1.94% | 15 |
|
|
2023
Q2 | $12M | Buy |
24,916
+470
| +2% | +$226K | 1.78% | 17 |
|
|
2023
Q1 | $11.6M | Buy |
24,446
+508
| +2% | +$240K | 1.85% | 16 |
|
|
2022
Q4 | $12.7M | Sell |
23,938
-826
| -3% | -$438K | 2.21% | 12 |
|
|
2022
Q3 | $12.5M | Sell |
24,764
-2,537
| -9% | -$1.28M | 2.42% | 9 |
|
|
2022
Q2 | $14M | Sell |
27,301
-1,498
| -5% | -$769K | 2.63% | 10 |
|
|
2022
Q1 | $14.7M | Sell |
28,799
-1,697
| -6% | -$865K | 2.41% | 12 |
|
|
2021
Q4 | $15.3M | Sell |
30,496
-2
| -0% | -$1K | 2.37% | 12 |
|
|
2021
Q3 | $11.9M | Buy |
30,498
+891
| +3% | +$348K | 1.95% | 16 |
|
|
2021
Q2 | $11.9M | Sell |
29,607
-178
| -0.6% | -$71.3K | 1.92% | 15 |
|
|
2021
Q1 | $11.1M | Buy |
29,785
+370
| +1% | +$138K | 1.87% | 17 |
|
|
2020
Q4 | $10.3M | Sell |
29,415
-38
| -0.1% | -$13.3K | 1.82% | 15 |
|
|
2020
Q3 | $9.18M | Buy |
29,453
+1,347
| +5% | +$420K | 1.83% | 18 |
|
|
2020
Q2 | $8.29M | Buy |
28,106
+1,633
| +6% | +$482K | 1.81% | 19 |
|
|
2020
Q1 | $6.6M | Sell |
26,473
-2,959
| -10% | -$738K | 1.66% | 15 |
|
|
2019
Q4 | $8.65M | Buy |
29,432
+774
| +3% | +$228K | 1.5% | 17 |
|
|
2019
Q3 | $6.23M | Buy |
28,658
+1,195
| +4% | +$260K | 1.16% | 27 |
|
|
2019
Q2 | $6.7M | Buy |
27,463
+1,993
| +8% | +$486K | 1.27% | 21 |
|
|
2019
Q1 | $6.3M | Buy |
25,470
+1,183
| +5% | +$293K | 1.24% | 21 |
|
|
2018
Q4 | $6.05M | Buy |
24,287
+558
| +2% | +$139K | 1.33% | 18 |
|
|
2018
Q3 | $6.31M | Buy |
23,729
+1,025
| +5% | +$273K | 1.23% | 20 |
|
|
2018
Q2 | $5.57M | Buy |
22,704
+4,661
| +26% | +$1.14M | 1.13% | 23 |
|
|
2018
Q1 | $3.86M | Buy |
18,043
+2,795
| +18% | +$598K | 0.81% | 32 |
|
|
2017
Q4 | $3.36M | Buy |
15,248
+1,397
| +10% | +$308K | 0.71% | 39 |
|
|
2017
Q3 | $2.71M | Buy |
13,851
+858
| +7% | +$168K | 0.6% | 46 |
|
|
2017
Q2 | $2.41M | Buy |
12,993
+7,868
| +154% | +$1.46M | 0.56% | 51 |
|
|
2017
Q1 | $841K | Buy |
5,125
+475
| +10% | +$77.9K | 0.2% | 107 |
|
|
2016
Q4 | $744K | Buy |
4,650
+190
| +4% | +$30.4K | 0.18% | 111 |
|
|
2016
Q3 | $624K | Sell |
4,460
-85
| -2% | -$11.9K | 0.16% | 120 |
|
|
2016
Q2 | $642K | Buy |
4,545
+907
| +25% | +$128K | 0.17% | 123 |
|
|
2016
Q1 | $469K | Buy |
3,638
+135
| +4% | +$17.4K | 0.13% | 130 |
|
|
2015
Q4 | $412K | Sell |
3,503
-200
| -5% | -$23.5K | 0.12% | 143 |
|
|
2015
Q3 | $430K | Sell |
3,703
-283
| -7% | -$32.9K | 0.13% | 142 |
|
|
2015
Q2 | $488K | Sell |
3,986
-80
| -2% | -$9.79K | 0.14% | 137 |
|
|
2015
Q1 | $481K | Sell |
4,066
-498
| -11% | -$58.9K | 0.14% | 137 |
|
|
2014
Q4 | $461K | Buy |
4,564
+288
| +7% | +$29.1K | 0.14% | 134 |
|
|
2014
Q3 | $369K | Buy |
4,276
+740
| +21% | +$63.9K | 0.11% | 145 |
|
|
2014
Q2 | $289K | Buy |
3,536
+650
| +23% | +$53.1K | 0.09% | 156 |
|
|
2014
Q1 | $237K | Buy |
+2,886
| New | +$237K | 0.08% | 163 |
|