Center for Financial Planning’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $205K | Sell |
759
-415
| -35% | -$124K | 0.02% | 171 |
|
|
2025
Q4 | $388K | Sell |
1,174
-237
| -17% | -$80.3K | 0.04% | 122 |
|
|
2025
Q3 | $487K | Buy |
1,411
+230
| +19% | +$69.6K | 0.05% | 112 |
|
|
2025
Q2 | $369K | Sell |
1,181
-102
| -8% | -$39K | 0.04% | 128 |
|
|
2025
Q1 | $672K | Buy |
1,283
+152
| +13% | +$77.7K | 0.09% | 81 |
|
|
2024
Q4 | $572K | Buy |
1,131
+18
| +2% | +$10.2K | 0.08% | 87 |
|
|
2024
Q3 | $651K | Buy |
1,113
+294
| +36% | +$166K | 0.09% | 79 |
|
|
2024
Q2 | $417K | Buy |
819
+3
| +0.4% | +$1.47K | 0.06% | 97 |
|
|
2024
Q1 | $404K | Buy |
816
+15
| +2% | +$7.63K | 0.06% | 105 |
|
|
2023
Q4 | $422K | Hold |
801
| – | – | 0.08% | 93 |
|
|
2023
Q3 | $404K | Sell |
801
-350
| -30% | -$172K | 0.09% | 88 |
|
|
2023
Q2 | $553K | Buy |
1,151
+10
| +0.9% | +$4.89K | 0.12% | 74 |
|
|
2023
Q1 | $539K | Buy |
1,141
+57
| +5% | +$27.5K | 0.12% | 73 |
|
|
2022
Q4 | $575K | Buy |
1,084
+50
| +5% | +$26.5K | 0.14% | 68 |
|
|
2022
Q3 | $522K | Buy |
1,034
+16
| +2% | +$8.41K | 0.14% | 72 |
|
|
2022
Q2 | $523K | Buy |
1,018
+15
| +1% | +$7.53K | 0.13% | 74 |
|
|
2022
Q1 | $511K | Hold |
1,003
| – | – | 0.1% | 80 |
|
|
2021
Q4 | $504K | Buy |
1,003
+45
| +5% | +$20.4K | 0.1% | 81 |
|
|
2021
Q3 | $374K | Buy |
958
+5
| +0.5% | +$2.07K | 0.09% | 89 |
|
|
2021
Q2 | $382K | Sell |
953
-146
| -13% | -$58.2K | 0.09% | 90 |
|
|
2021
Q1 | $409K | Hold |
1,099
| – | – | 0.11% | 84 |
|
|
2020
Q4 | $385K | Hold |
1,099
| – | – | 0.11% | 80 |
|
|
2020
Q3 | $343K | Buy |
1,099
+2
| +0.2% | +$614 | 0.11% | 83 |
|
|
2020
Q2 | $324K | Buy |
1,097
+680
| +163% | +$195K | 0.11% | 77 |
|
|
2020
Q1 | $104K | Buy |
417
+10
| +2% | +$2.75K | 0.04% | 129 |
|
|
2019
Q4 | $120K | Buy |
+407
| New | +$106K | 0.03% | 128 |
|
Other funds holding UNH
VCM
VPM
