Cerity Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.9M | Sell |
307,432
-135,627
| -31% | -$42.3M | 0.17% | 126 |
|
|
2025
Q1 | $232M | Sell |
443,059
-33,933
| -7% | -$17.8M | 0.47% | 37 |
|
|
2024
Q4 | $247M | Sell |
476,992
-30,085
| -6% | -$15.6M | 0.54% | 30 |
|
|
2024
Q3 | $296M | Buy |
507,077
+62,493
| +14% | +$36.5M | 0.66% | 25 |
|
|
2024
Q2 | $226M | Buy |
444,584
+48,400
| +12% | +$24.6M | 0.6% | 25 |
|
|
2024
Q1 | $196M | Sell |
396,184
-19,519
| -5% | -$9.66M | 0.52% | 34 |
|
|
2023
Q4 | $219M | Buy |
415,703
+77,908
| +23% | +$41M | 0.72% | 23 |
|
|
2023
Q3 | $170M | Sell |
337,795
-60,167
| -15% | -$30.3M | 0.83% | 23 |
|
|
2023
Q2 | $191M | Buy |
397,962
+12,748
| +3% | +$6.13M | 0.74% | 21 |
|
|
2023
Q1 | $186M | Buy |
385,214
+6,786
| +2% | +$3.27M | 0.44% | 29 |
|
|
2022
Q4 | $202M | Buy |
378,428
+260,112
| +220% | +$139M | 1.29% | 9 |
|
|
2022
Q3 | $59.8M | Sell |
118,316
-5,679
| -5% | -$2.87M | 0.72% | 22 |
|
|
2022
Q2 | $63.7M | Buy |
123,995
+44,702
| +56% | +$23M | 0.7% | 21 |
|
|
2022
Q1 | $39.5M | Buy |
79,293
+70,367
| +788% | +$35M | 0.61% | 34 |
|
|
2021
Q4 | $37.7M | Sell |
8,926
-57,363
| -87% | -$242M | 0.57% | 32 |
|
|
2021
Q3 | $25.9M | Buy |
66,289
+762
| +1% | +$298K | 0.57% | 36 |
|
|
2021
Q2 | $26.2M | Sell |
65,527
-8,792
| -12% | -$3.52M | 0.57% | 35 |
|
|
2021
Q1 | $27.7M | Buy |
74,319
+34,333
| +86% | +$12.8M | 0.66% | 30 |
|
|
2020
Q4 | $14M | Buy |
39,986
+771
| +2% | +$270K | 0.45% | 45 |
|
|
2020
Q3 | $12.2M | Buy |
39,215
+24,956
| +175% | +$7.78M | 0.5% | 40 |
|
|
2020
Q2 | $4.21M | Sell |
14,259
-174
| -1% | -$51.3K | 0.23% | 91 |
|
|
2020
Q1 | $3.6M | Buy |
14,433
+1,101
| +8% | +$275K | 0.23% | 83 |
|
|
2019
Q4 | $3.92M | Sell |
13,332
-11,261
| -46% | -$3.31M | 0.2% | 94 |
|
|
2019
Q3 | $5.35M | Buy |
24,593
+3,976
| +19% | +$864K | 0.31% | 73 |
|
|
2019
Q2 | $5.03M | Sell |
20,617
-2,797
| -12% | -$683K | 0.32% | 78 |
|
|
2019
Q1 | $5.79M | Sell |
23,414
-14,942
| -39% | -$3.69M | 0.39% | 54 |
|
|
2018
Q4 | $9.56M | Buy |
38,356
+3,881
| +11% | +$967K | 0.64% | 30 |
|
|
2018
Q3 | $9.17M | Sell |
34,475
-33
| -0.1% | -$8.78K | 0.64% | 32 |
|
|
2018
Q2 | $8.47M | Sell |
34,508
-3,099
| -8% | -$760K | 0.63% | 31 |
|
|
2018
Q1 | $8.05M | Buy |
37,607
+2,485
| +7% | +$532K | 0.62% | 35 |
|
|
2017
Q4 | $7.74M | Sell |
35,122
-2,425
| -6% | -$535K | 0.52% | 35 |
|
|
2017
Q3 | $7.35M | Sell |
37,547
-3,939
| -9% | -$771K | 0.52% | 36 |
|
|
2017
Q2 | $7.69M | Buy |
41,486
+3,016
| +8% | +$559K | 0.64% | 29 |
|
|
2017
Q1 | $6.31M | Buy |
38,470
+35,345
| +1,131% | +$5.8M | 0.53% | 30 |
|
|
2016
Q4 | $500K | Buy |
+3,125
| New | +$500K | 0.69% | 36 |
|