Cetera Investment Advisers’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.1M | Buy |
263,248
+15,866
| +6% | +$4.95M | 0.14% | 147 |
|
|
2025
Q1 | $130M | Buy |
247,382
+20,804
| +9% | +$10.9M | 0.25% | 80 |
|
|
2024
Q4 | $115M | Sell |
226,578
-933
| -0.4% | -$472K | 0.24% | 80 |
|
|
2024
Q3 | $133M | Buy |
227,511
+2,376
| +1% | +$1.39M | 0.29% | 68 |
|
|
2024
Q2 | $115M | Sell |
225,135
-14,526
| -6% | -$7.4M | 0.26% | 72 |
|
|
2024
Q1 | $119M | Buy |
239,661
+170,417
| +246% | +$84.3M | 0.28% | 67 |
|
|
2023
Q4 | $36.5M | Sell |
69,244
-1,197
| -2% | -$630K | 0.3% | 62 |
|
|
2023
Q3 | $35.5M | Sell |
70,441
-2,375
| -3% | -$1.2M | 0.31% | 56 |
|
|
2023
Q2 | $35M | Buy |
72,816
+1,839
| +3% | +$884K | 0.29% | 57 |
|
|
2023
Q1 | $33.5M | Sell |
70,977
-726
| -1% | -$343K | 0.29% | 58 |
|
|
2022
Q4 | $38M | Buy |
71,703
+29,082
| +68% | +$15.4M | 0.35% | 50 |
|
|
2022
Q3 | $21.5M | Sell |
42,621
-8,557
| -17% | -$4.32M | 0.43% | 39 |
|
|
2022
Q2 | $26.3M | Buy |
51,178
+4,455
| +10% | +$2.29M | 0.42% | 42 |
|
|
2022
Q1 | $23.8M | Buy |
46,723
+2,526
| +6% | +$1.29M | 0.34% | 53 |
|
|
2021
Q4 | $22.2M | Sell |
44,197
-738
| -2% | -$371K | 0.32% | 54 |
|
|
2021
Q3 | $17.6M | Sell |
44,935
-1,522
| -3% | -$595K | 0.28% | 74 |
|
|
2021
Q2 | $18.6M | Buy |
46,457
+7,349
| +19% | +$2.94M | 0.3% | 68 |
|
|
2021
Q1 | $14.6M | Sell |
39,108
-4,162
| -10% | -$1.55M | 0.29% | 72 |
|
|
2020
Q4 | $15.2M | Buy |
43,270
+33,597
| +347% | +$11.8M | 0.3% | 69 |
|
|
2020
Q3 | $3.02M | Sell |
9,673
-308
| -3% | -$96K | 0.25% | 102 |
|
|
2020
Q2 | $2.94M | Sell |
9,981
-832
| -8% | -$245K | 0.27% | 95 |
|
|
2020
Q1 | $2.7M | Buy |
10,813
+680
| +7% | +$170K | 0.33% | 82 |
|
|
2019
Q4 | $2.98M | Buy |
10,133
+29
| +0.3% | +$8.53K | 0.3% | 92 |
|
|
2019
Q3 | $2.2M | Buy |
10,104
+646
| +7% | +$140K | 0.27% | 102 |
|
|
2019
Q2 | $2.31M | Buy |
9,458
+505
| +6% | +$123K | 0.3% | 87 |
|
|
2019
Q1 | $2.2M | Sell |
8,953
-151
| -2% | -$37.2K | 0.31% | 89 |
|
|
2018
Q4 | $2.26M | Buy |
9,104
+698
| +8% | +$173K | 0.37% | 77 |
|
|
2018
Q3 | $2.24M | Buy |
8,406
+1,504
| +22% | +$401K | 0.32% | 82 |
|
|
2018
Q2 | $1.69M | Buy |
6,902
+2,471
| +56% | +$606K | 0.3% | 91 |
|
|
2018
Q1 | $945K | Buy |
4,431
+252
| +6% | +$53.7K | 0.18% | 150 |
|
|
2017
Q4 | $919K | Buy |
4,179
+201
| +5% | +$44.2K | 0.17% | 159 |
|
|
2017
Q3 | $784K | Buy |
3,978
+775
| +24% | +$153K | 0.17% | 169 |
|
|
2017
Q2 | $597K | Sell |
3,203
-2
| -0.1% | -$373 | 0.15% | 184 |
|
|
2017
Q1 | $525K | Buy |
3,205
+852
| +36% | +$140K | 0.14% | 184 |
|
|
2016
Q4 | $376K | Buy |
2,353
+369
| +19% | +$59K | 0.13% | 210 |
|
|
2016
Q3 | $279K | Buy |
+1,984
| New | +$279K | 0.12% | 208 |
|