CAPTRUST Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.6M | Sell |
110,982
-36,427
| -25% | -$11.4M | 0.08% | 211 |
|
|
2025
Q1 | $77.2M | Sell |
147,409
-16,915
| -10% | -$8.86M | 0.19% | 108 |
|
|
2024
Q4 | $83.1M | Sell |
164,324
-46,140
| -22% | -$23.3M | 0.24% | 90 |
|
|
2024
Q3 | $123M | Buy |
210,464
+1,789
| +0.9% | +$1.05M | 0.37% | 57 |
|
|
2024
Q2 | $106M | Buy |
208,675
+779
| +0.4% | +$397K | 0.34% | 60 |
|
|
2024
Q1 | $103M | Sell |
207,896
-78,514
| -27% | -$38.8M | 0.38% | 57 |
|
|
2023
Q4 | $151M | Buy |
286,410
+4,272
| +2% | +$2.25M | 0.52% | 38 |
|
|
2023
Q3 | $142M | Buy |
282,138
+19,616
| +7% | +$9.89M | 0.54% | 35 |
|
|
2023
Q2 | $126M | Sell |
262,522
-2,394
| -0.9% | -$1.15M | 0.5% | 39 |
|
|
2023
Q1 | $125M | Sell |
264,916
-427
| -0.2% | -$202K | 0.55% | 36 |
|
|
2022
Q4 | $141M | Buy |
265,343
+33,525
| +14% | +$17.8M | 0.71% | 24 |
|
|
2022
Q3 | $117M | Buy |
231,818
+32,756
| +16% | +$16.5M | 0.68% | 27 |
|
|
2022
Q2 | $102M | Buy |
199,062
+62,862
| +46% | +$32.3M | 0.66% | 29 |
|
|
2022
Q1 | $69.5M | Buy |
136,200
+30,436
| +29% | +$15.5M | 0.45% | 50 |
|
|
2021
Q4 | $53.1M | Buy |
105,764
+8,729
| +9% | +$4.38M | 0.36% | 64 |
|
|
2021
Q3 | $37.9M | Buy |
97,035
+14,113
| +17% | +$5.51M | 0.32% | 80 |
|
|
2021
Q2 | $33.2M | Buy |
82,922
+16,590
| +25% | +$6.64M | 0.31% | 73 |
|
|
2021
Q1 | $24.7M | Buy |
66,332
+13,353
| +25% | +$4.97M | 0.27% | 101 |
|
|
2020
Q4 | $18.6M | Buy |
52,979
+3,677
| +7% | +$1.29M | 0.25% | 106 |
|
|
2020
Q3 | $15.4M | Buy |
49,302
+2,497
| +5% | +$782K | 0.26% | 105 |
|
|
2020
Q2 | $13.9M | Buy |
46,805
+598
| +1% | +$178K | 0.23% | 113 |
|
|
2020
Q1 | $11M | Sell |
46,207
-1,202
| -3% | -$285K | 0.24% | 108 |
|
|
2019
Q4 | $13.9M | Buy |
47,409
+26,868
| +131% | +$7.86M | 0.22% | 120 |
|
|
2019
Q3 | $4.46M | Buy |
20,541
+49
| +0.2% | +$10.6K | 0.16% | 129 |
|
|
2019
Q2 | $5M | Buy |
20,492
+1,614
| +9% | +$394K | 0.19% | 114 |
|
|
2019
Q1 | $4.67M | Buy |
18,878
+3,087
| +20% | +$763K | 0.19% | 107 |
|
|
2018
Q4 | $3.93M | Buy |
15,791
+419
| +3% | +$104K | 0.21% | 93 |
|
|
2018
Q3 | $4.09M | Buy |
15,372
+4,057
| +36% | +$1.08M | 0.18% | 91 |
|
|
2018
Q2 | $2.78M | Buy |
11,315
+2,557
| +29% | +$627K | 0.15% | 93 |
|
|
2018
Q1 | $1.9M | Buy |
8,758
+227
| +3% | +$49.3K | 0.12% | 114 |
|
|
2017
Q4 | $1.88M | Buy |
8,531
+3,177
| +59% | +$700K | 0.11% | 117 |
|
|
2017
Q3 | $1.21M | Buy |
5,354
+183
| +4% | +$41.5K | 0.09% | 90 |
|
|
2017
Q2 | $959K | Buy |
+5,171
| New | +$959K | 0.12% | 57 |
|