Buffington Mohr McNeal’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $214K | Sell |
409
-1,395
| -77% | -$731K | 0.04% | 107 |
|
|
2024
Q4 | $913K | Buy |
1,804
+23
| +1% | +$11.6K | 0.15% | 73 |
|
|
2024
Q3 | $1.04M | Sell |
1,781
-13
| -0.7% | -$7.6K | 0.17% | 74 |
|
|
2024
Q2 | $914K | Buy |
1,794
+40
| +2% | +$20.4K | 0.16% | 73 |
|
|
2024
Q1 | $868K | Sell |
1,754
-15
| -0.8% | -$7.42K | 0.16% | 73 |
|
|
2023
Q4 | $932K | Buy |
1,769
+56
| +3% | +$29.5K | 0.19% | 71 |
|
|
2023
Q3 | $864K | Hold |
1,713
| – | – | 0.2% | 75 |
|
|
2023
Q2 | $823K | Sell |
1,713
-121
| -7% | -$58.2K | 0.18% | 74 |
|
|
2023
Q1 | $867K | Buy |
1,834
+17
| +0.9% | +$8.04K | 0.2% | 74 |
|
|
2022
Q4 | $964K | Sell |
1,817
-1,370
| -43% | -$726K | 0.22% | 73 |
|
|
2022
Q3 | $1.61M | Hold |
3,187
| – | – | 0.39% | 47 |
|
|
2022
Q2 | $1.64M | Sell |
3,187
-45
| -1% | -$23.1K | 0.36% | 49 |
|
|
2022
Q1 | $1.65M | Buy |
3,232
+12
| +0.4% | +$6.12K | 0.31% | 54 |
|
|
2021
Q4 | $1.62M | Hold |
3,220
| – | – | 0.28% | 59 |
|
|
2021
Q3 | $1.26M | Sell |
3,220
-25
| -0.8% | -$9.77K | 0.24% | 61 |
|
|
2021
Q2 | $1.3M | Sell |
3,245
-15
| -0.5% | -$6.01K | 0.25% | 62 |
|
|
2021
Q1 | $1.21M | Sell |
3,260
-130
| -4% | -$48.4K | 0.26% | 63 |
|
|
2020
Q4 | $1.19M | Sell |
3,390
-100
| -3% | -$35.1K | 0.28% | 56 |
|
|
2020
Q3 | $1.09M | Hold |
3,490
| – | – | 0.29% | 57 |
|
|
2020
Q2 | $1.03M | Buy |
3,490
+224
| +7% | +$66K | 0.29% | 61 |
|
|
2020
Q1 | $815K | Sell |
3,266
-33
| -1% | -$8.24K | 0.27% | 59 |
|
|
2019
Q4 | $970K | Buy |
3,299
+214
| +7% | +$62.9K | 0.27% | 57 |
|
|
2019
Q3 | $670K | Buy |
3,085
+136
| +5% | +$29.5K | 0.21% | 79 |
|
|
2019
Q2 | $719K | Sell |
2,949
-504
| -15% | -$123K | 0.22% | 73 |
|
|
2019
Q1 | $854K | Buy |
3,453
+40
| +1% | +$9.89K | 0.28% | 64 |
|
|
2018
Q4 | $850K | Buy |
3,413
+752
| +28% | +$187K | 0.34% | 57 |
|
|
2018
Q3 | $708K | Buy |
2,661
+111
| +4% | +$29.5K | 0.24% | 75 |
|
|
2018
Q2 | $626K | Buy |
2,550
+50
| +2% | +$12.3K | 0.24% | 76 |
|
|
2018
Q1 | $535K | Buy |
2,500
+390
| +18% | +$83.5K | 0.2% | 83 |
|
|
2017
Q4 | $465K | Sell |
2,110
-25
| -1% | -$5.51K | 0.18% | 93 |
|
|
2017
Q3 | $454K | Sell |
2,135
-1,004
| -32% | -$213K | 0.18% | 93 |
|
|
2017
Q2 | $582K | Buy |
+3,139
| New | +$582K | 0.23% | 81 |
|