Charles Schwab’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34B | Buy |
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|
2025
Q1 | $3.7B | Buy |
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|
2024
Q4 | $3.15B | Buy |
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|
2024
Q3 | $3.53B | Sell |
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|
2024
Q2 | $3.31B | Buy |
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|
2024
Q1 | $3.13B | Buy |
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|
2023
Q4 | $3.14B | Buy |
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|
2023
Q3 | $2.94B | Buy |
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|
2023
Q2 | $2.78B | Buy |
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|
2023
Q1 | $2.72B | Buy |
|
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|
2022
Q4 | $2.83B | Buy |
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|
2022
Q3 | $2.63B | Buy |
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|
2022
Q2 | $2.66B | Buy |
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|
2022
Q1 | $2.63B | Buy |
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|
2021
Q4 | $2.52B | Buy |
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|
2021
Q3 | $1.93B | Buy |
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|
2021
Q2 | $1.95B | Buy |
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|
2021
Q1 | $1.78B | Sell |
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|
2020
Q4 | $1.71B | Sell |
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|
2020
Q3 | $1.53B | Buy |
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|
2020
Q2 | $1.41B | Buy |
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|
2020
Q1 | $1.19B | Buy |
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|
2019
Q4 | $1.38B | Buy |
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|
2019
Q3 | $991M | Buy |
|
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|
2019
Q2 | $1.08B | Sell |
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|
2019
Q1 | $1.1B | Buy |
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|
2018
Q4 | $1.06B | Buy |
|
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|
2018
Q3 | $1.11B | Buy |
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|
2018
Q2 | $986M | Buy |
|
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|
2018
Q1 | $837M | Buy |
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|
2017
Q4 | $851M | Buy |
|
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|
2017
Q3 | $735M | Buy |
|
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|
2017
Q2 | $678M | Buy |
|
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|
2017
Q1 | $570M | Buy |
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|
2016
Q4 | $537M | Buy |
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|
2016
Q3 | $441M | Buy |
|
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|
2016
Q2 | $431M | Buy |
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|
2016
Q1 | $382M | Buy |
|
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|
2015
Q4 | $332M | Buy |
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|
2015
Q3 | $317M | Buy |
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|
2015
Q2 | $333M | Buy |
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|
2015
Q1 | $318M | Buy |
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|
2014
Q4 | $261M | Buy |
|
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|
2014
Q3 | $218M | Buy |
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|
2014
Q2 | $201M | Sell |
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|
2014
Q1 | $204M | Buy |
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|
2013
Q4 | $174M | Sell |
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|
2013
Q3 | $169M | Buy |
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|
2013
Q2 | $151M | Buy |
|