Cambridge Investment Research Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.1M | Buy |
131,600
+13,040
| +11% | +$4.07M | 0.12% | 150 |
|
|
2025
Q1 | $62.1M | Buy |
118,560
+2,929
| +3% | +$1.53M | 0.21% | 88 |
|
|
2024
Q4 | $58.5M | Sell |
115,631
-5,885
| -5% | -$2.98M | 0.2% | 93 |
|
|
2024
Q3 | $71M | Buy |
121,516
+4,590
| +4% | +$2.68M | 0.24% | 73 |
|
|
2024
Q2 | $59.5M | Sell |
116,926
-6,522
| -5% | -$3.32M | 0.22% | 82 |
|
|
2024
Q1 | $61.1M | Buy |
123,448
+789
| +0.6% | +$390K | 0.24% | 76 |
|
|
2023
Q4 | $64.6M | Sell |
122,659
-8,674
| -7% | -$4.57M | 0.28% | 61 |
|
|
2023
Q3 | $66.2M | Buy |
131,333
+6,777
| +5% | +$3.42M | 0.31% | 53 |
|
|
2023
Q2 | $59.9M | Sell |
124,556
-1,563
| -1% | -$751K | 0.27% | 60 |
|
|
2023
Q1 | $59.6M | Sell |
126,119
-9,819
| -7% | -$4.64M | 0.29% | 58 |
|
|
2022
Q4 | $72.1M | Sell |
135,938
-30
| -0% | -$15.9K | 0.37% | 47 |
|
|
2022
Q3 | $68.7M | Buy |
135,968
+2,779
| +2% | +$1.4M | 0.39% | 44 |
|
|
2022
Q2 | $68.4M | Buy |
133,189
+9,853
| +8% | +$5.06M | 0.37% | 53 |
|
|
2022
Q1 | $62.9M | Buy |
123,336
+13,876
| +13% | +$7.08M | 0.29% | 64 |
|
|
2021
Q4 | $55M | Buy |
109,460
+3,302
| +3% | +$1.66M | 0.25% | 68 |
|
|
2021
Q3 | $41.5M | Buy |
106,158
+141
| +0.1% | +$55.1K | 0.2% | 87 |
|
|
2021
Q2 | $42.5M | Buy |
106,017
+1,460
| +1% | +$585K | 0.2% | 86 |
|
|
2021
Q1 | $38.9M | Buy |
104,557
+5,769
| +6% | +$2.15M | 0.21% | 78 |
|
|
2020
Q4 | $34.6M | Buy |
98,788
+894
| +0.9% | +$314K | 0.2% | 92 |
|
|
2020
Q3 | $30.5M | Buy |
97,894
+879
| +0.9% | +$274K | 0.21% | 98 |
|
|
2020
Q2 | $28.6M | Buy |
97,015
+2,919
| +3% | +$861K | 0.22% | 89 |
|
|
2020
Q1 | $23.5M | Sell |
94,096
-8,942
| -9% | -$2.23M | 0.23% | 92 |
|
|
2019
Q4 | $30.3M | Sell |
103,038
-6,506
| -6% | -$1.91M | 0.23% | 92 |
|
|
2019
Q3 | $23.8M | Sell |
109,544
-722
| -0.7% | -$157K | 0.21% | 101 |
|
|
2019
Q2 | $26.9M | Buy |
110,266
+12,133
| +12% | +$2.96M | 0.25% | 87 |
|
|
2019
Q1 | $24.3M | Buy |
98,133
+4,705
| +5% | +$1.16M | 0.23% | 88 |
|
|
2018
Q4 | $23.3M | Buy |
93,428
+10,620
| +13% | +$2.65M | 0.26% | 85 |
|
|
2018
Q3 | $22M | Buy |
82,808
+12,329
| +17% | +$3.28M | 0.21% | 104 |
|
|
2018
Q2 | $17.3M | Buy |
70,479
+4,799
| +7% | +$1.18M | 0.18% | 118 |
|
|
2018
Q1 | $14.1M | Buy |
65,680
+3,808
| +6% | +$815K | 0.16% | 131 |
|
|
2017
Q4 | $13.6M | Buy |
61,872
+7,022
| +13% | +$1.55M | 0.16% | 133 |
|
|
2017
Q3 | $10.7M | Buy |
54,850
+1,301
| +2% | +$255K | 0.14% | 139 |
|
|
2017
Q2 | $9.93M | Buy |
53,549
+4,925
| +10% | +$913K | 0.15% | 132 |
|
|
2017
Q1 | $7.98M | Sell |
48,624
-1,636
| -3% | -$268K | 0.14% | 139 |
|
|
2016
Q4 | $8.04M | Sell |
50,260
-2,484
| -5% | -$398K | 0.15% | 129 |
|
|
2016
Q3 | $7.38M | Buy |
52,744
+2,619
| +5% | +$367K | 0.14% | 137 |
|
|
2016
Q2 | $7.08M | Sell |
50,125
-1,120
| -2% | -$158K | 0.15% | 130 |
|
|
2016
Q1 | $6.61M | Sell |
51,245
-79
| -0.2% | -$10.2K | 0.15% | 124 |
|
|
2015
Q4 | $6.04M | Buy |
51,324
+127
| +0.2% | +$14.9K | 0.14% | 134 |
|
|
2015
Q3 | $5.94M | Buy |
51,197
+1,428
| +3% | +$166K | 0.17% | 125 |
|
|
2015
Q2 | $6.07M | Buy |
49,769
+3,549
| +8% | +$433K | 0.17% | 126 |
|
|
2015
Q1 | $5.47M | Buy |
46,220
+1,981
| +4% | +$234K | 0.16% | 134 |
|
|
2014
Q4 | $4.47M | Buy |
44,239
+6,795
| +18% | +$687K | 0.14% | 145 |
|
|
2014
Q3 | $3.23M | Buy |
37,444
+748
| +2% | +$64.5K | 0.1% | 203 |
|
|
2014
Q2 | $3M | Buy |
36,696
+4,178
| +13% | +$342K | 0.1% | 188 |
|
|
2014
Q1 | $2.67M | Sell |
32,518
-3,796
| -10% | -$311K | 0.1% | 189 |
|
|
2013
Q4 | $2.73M | Buy |
36,314
+6,968
| +24% | +$525K | 0.11% | 170 |
|
|
2013
Q3 | $2.1M | Buy |
29,346
+3,329
| +13% | +$238K | 0.09% | 205 |
|
|
2013
Q2 | $1.7M | Buy |
+26,017
| New | +$1.7M | 0.09% | 218 |
|