Carret Asset 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 | $2.46M | Sell |
7,883
-207
| -3% | -$64.6K | 0.26% | 81 |
|
|
2025
Q1 | $4.24M | Sell |
8,090
-20
| -0.2% | -$10.5K | 0.48% | 57 |
|
|
2024
Q4 | $4.1M | Buy |
8,110
+155
| +2% | +$78.4K | 0.45% | 57 |
|
|
2024
Q3 | $4.65M | Buy |
7,955
+810
| +11% | +$474K | 0.5% | 56 |
|
|
2024
Q2 | $3.64M | Buy |
7,145
+127
| +2% | +$64.7K | 0.42% | 64 |
|
|
2024
Q1 | $3.47M | Buy |
7,018
+432
| +7% | +$214K | 0.41% | 67 |
|
|
2023
Q4 | $3.47M | Buy |
6,586
+51
| +0.8% | +$26.9K | 0.44% | 60 |
|
|
2023
Q3 | $3.29M | Buy |
6,535
+312
| +5% | +$157K | 0.46% | 62 |
|
|
2023
Q2 | $2.99M | Buy |
6,223
+34
| +0.5% | +$16.3K | 0.4% | 69 |
|
|
2023
Q1 | $2.93M | Buy |
6,189
+11
| +0.2% | +$5.2K | 0.41% | 67 |
|
|
2022
Q4 | $3.28M | Hold |
6,178
| – | – | 0.45% | 65 |
|
|
2022
Q3 | $3.12M | Sell |
6,178
-45
| -0.7% | -$22.7K | 0.47% | 63 |
|
|
2022
Q2 | $3.2M | Sell |
6,223
-381
| -6% | -$196K | 0.44% | 67 |
|
|
2022
Q1 | $3.37M | Buy |
6,604
+316
| +5% | +$161K | 0.39% | 68 |
|
|
2021
Q4 | $3.16M | Buy |
6,288
+65
| +1% | +$32.6K | 0.35% | 73 |
|
|
2021
Q3 | $2.43M | Sell |
6,223
-93
| -1% | -$36.3K | 0.29% | 90 |
|
|
2021
Q2 | $2.53M | Sell |
6,316
-748
| -11% | -$300K | 0.3% | 90 |
|
|
2021
Q1 | $2.63M | Buy |
7,064
+288
| +4% | +$107K | 0.33% | 80 |
|
|
2020
Q4 | $2.38M | Buy |
6,776
+511
| +8% | +$179K | 0.32% | 80 |
|
|
2020
Q3 | $1.95M | Buy |
6,265
+35
| +0.6% | +$10.9K | 0.3% | 84 |
|
|
2020
Q2 | $1.84M | Sell |
6,230
-10
| -0.2% | -$2.95K | 0.3% | 84 |
|
|
2020
Q1 | $1.56M | Sell |
6,240
-205
| -3% | -$51.1K | 0.3% | 81 |
|
|
2019
Q4 | $1.9M | Buy |
6,445
+236
| +4% | +$69.4K | 0.28% | 91 |
|
|
2019
Q3 | $1.35M | Sell |
6,209
-25
| -0.4% | -$5.43K | 0.21% | 108 |
|
|
2019
Q2 | $1.52M | Buy |
6,234
+1,926
| +45% | +$470K | 0.24% | 94 |
|
|
2019
Q1 | $1.07M | Sell |
4,308
-121
| -3% | -$29.9K | 0.17% | 117 |
|
|
2018
Q4 | $1.1M | Buy |
4,429
+354
| +9% | +$88.2K | 0.2% | 107 |
|
|
2018
Q3 | $1.08M | Sell |
4,075
-26
| -0.6% | -$6.92K | 0.17% | 123 |
|
|
2018
Q2 | $1.01M | Buy |
4,101
+90
| +2% | +$22.1K | 0.16% | 122 |
|
|
2018
Q1 | $858K | Buy |
4,011
+17
| +0.4% | +$3.64K | 0.14% | 129 |
|
|
2017
Q4 | $881K | Buy |
3,994
+130
| +3% | +$28.7K | 0.14% | 128 |
|
|
2017
Q3 | $757K | Sell |
3,864
-110
| -3% | -$21.6K | 0.12% | 136 |
|
|
2017
Q2 | $737K | Buy |
3,974
+48
| +1% | +$8.9K | 0.12% | 136 |
|
|
2017
Q1 | $644K | Sell |
3,926
-20
| -0.5% | -$3.28K | 0.12% | 139 |
|
|
2016
Q4 | $632K | Sell |
3,946
-50
| -1% | -$8.01K | 0.12% | 138 |
|
|
2016
Q3 | $559K | Hold |
3,996
| – | – | 0.1% | 145 |
|
|
2016
Q2 | $564K | Hold |
3,996
| – | – | 0.11% | 141 |
|
|
2016
Q1 | $515K | Sell |
3,996
-33
| -0.8% | -$4.25K | 0.11% | 142 |
|
|
2015
Q4 | $474K | Sell |
4,029
-14
| -0.3% | -$1.65K | 0.1% | 154 |
|
|
2015
Q3 | $469K | Buy |
4,043
+600
| +17% | +$69.6K | 0.1% | 156 |
|
|
2015
Q2 | $420K | Buy |
3,443
+162
| +5% | +$19.8K | 0.08% | 173 |
|
|
2015
Q1 | $388K | Buy |
3,281
+366
| +13% | +$43.3K | 0.08% | 180 |
|
|
2014
Q4 | $295K | Buy |
2,915
+130
| +5% | +$13.2K | 0.06% | 210 |
|
|
2014
Q3 | $240K | Buy |
2,785
+185
| +7% | +$15.9K | 0.05% | 228 |
|
|
2014
Q2 | $213K | Buy |
+2,600
| New | +$213K | 0.04% | 249 |
|