Checchi Capital Advisers’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 | $5.77M | Buy |
21,329
+651
| +3% | +$194K | 0.4% | 64 |
|
|
2025
Q4 | $6.83M | Sell |
20,678
-893
| -4% | -$303K | 0.46% | 56 |
|
|
2025
Q3 | $7.45M | Sell |
21,571
-1,245
| -5% | -$377K | 0.51% | 57 |
|
|
2025
Q2 | $7.12M | Buy |
22,816
+5,123
| +29% | +$1.96M | 0.5% | 58 |
|
|
2025
Q1 | $9.27M | Buy |
17,693
+270
| +2% | +$138K | 0.66% | 44 |
|
|
2024
Q4 | $8.81M | Buy |
17,423
+4,274
| +33% | +$2.43M | 0.66% | 45 |
|
|
2024
Q3 | $7.69M | Sell |
13,149
-1,345
| -9% | -$761K | 0.57% | 51 |
|
|
2024
Q2 | $7.38M | Sell |
14,494
-605
| -4% | -$297K | 0.58% | 51 |
|
|
2024
Q1 | $7.47M | Sell |
15,099
-497
| -3% | -$253K | 0.58% | 50 |
|
|
2023
Q4 | $8.21M | Buy |
15,596
+367
| +2% | +$196K | 0.67% | 45 |
|
|
2023
Q3 | $7.68M | Buy |
15,229
+781
| +5% | +$384K | 0.71% | 37 |
|
|
2023
Q2 | $6.94M | Buy |
14,448
+116
| +0.8% | +$56.7K | 0.62% | 43 |
|
|
2023
Q1 | $6.77M | Sell |
14,332
-35
| -0.2% | -$16.9K | 0.65% | 42 |
|
|
2022
Q4 | $7.62M | Sell |
14,367
-760
| -5% | -$403K | 0.79% | 33 |
|
|
2022
Q3 | $7.64M | Buy |
15,127
+3,168
| +26% | +$1.67M | 0.83% | 33 |
|
|
2022
Q2 | $6.49M | Buy |
11,959
+1,006
| +9% | +$505K | 0.64% | 40 |
|
|
2022
Q1 | $5.59M | Buy |
10,953
+113
| +1% | +$54.5K | 0.57% | 46 |
|
|
2021
Q4 | $5.44M | Buy |
10,840
+1,090
| +11% | +$493K | 0.6% | 46 |
|
|
2021
Q3 | $3.81M | Sell |
9,750
-80
| -0.8% | -$33.1K | 0.47% | 53 |
|
|
2021
Q2 | $3.94M | Sell |
9,830
-248
| -2% | -$98.9K | 0.49% | 51 |
|
|
2021
Q1 | $3.75M | Sell |
10,078
-62
| -0.6% | -$21.5K | 0.51% | 47 |
|
|
2020
Q4 | $3.56M | Sell |
10,140
-738
| -7% | -$247K | 0.51% | 48 |
|
|
2020
Q3 | $3.39M | Buy |
10,878
+455
| +4% | +$140K | 0.59% | 42 |
|
|
2020
Q2 | $3.07M | Buy |
10,423
+2,190
| +27% | +$628K | 0.58% | 38 |
|
|
2020
Q1 | $2.05M | Sell |
8,233
-747
| -8% | -$206K | 0.44% | 59 |
|
|
2019
Q4 | $2.64M | Sell |
8,980
-123
| -1% | -$32.2K | 0.51% | 48 |
|
|
2019
Q3 | $1.98M | Sell |
9,103
-117
| -1% | -$28.2K | 0.41% | 65 |
|
|
2019
Q2 | $2.25M | Buy |
9,220
+970
| +12% | +$233K | 0.47% | 51 |
|
|
2019
Q1 | $2.04M | Sell |
8,250
-172
| -2% | -$43.9K | 0.45% | 57 |
|
|
2018
Q4 | $2.1M | Sell |
8,422
-1,510
| -15% | -$399K | 0.5% | 54 |
|
|
2018
Q3 | $2.64M | Buy |
9,932
+348
| +4% | +$90.5K | 0.54% | 49 |
|
|
2018
Q2 | $2.35M | Buy |
9,584
+353
| +4% | +$84.8K | 0.55% | 47 |
|
|
2018
Q1 | $1.98M | Sell |
9,231
-921
| -9% | -$210K | 0.47% | 58 |
|
|
2017
Q4 | $2.24M | Buy |
10,152
+2,637
| +35% | +$559K | 0.55% | 49 |
|
|
2017
Q3 | $1.47M | Buy |
7,515
+166
| +2% | +$32.1K | 0.39% | 73 |
|
|
2017
Q2 | $1.36M | Sell |
7,349
-2,636
| -26% | -$462K | 0.39% | 75 |
|
|
2017
Q1 | $1.64M | Buy |
9,985
+495
| +5% | +$81.1K | 0.45% | 67 |
|
|
2016
Q4 | $1.52M | Buy |
9,490
+159
| +2% | +$23.8K | 0.44% | 64 |
|
|
2016
Q3 | $1.31M | Sell |
9,331
-35
| -0.4% | -$4.9K | 0.38% | 75 |
|
|
2016
Q2 | $1.32M | Buy |
9,366
+1,684
| +22% | +$225K | 0.33% | 71 |
|
|
2016
Q1 | $990K | Sell |
7,682
-1,473
| -16% | -$174K | 0.26% | 84 |
|
|
2015
Q4 | $1.08M | Buy |
9,155
+2,267
| +33% | +$265K | 0.35% | 80 |
|
|
2015
Q3 | $799K | Buy |
6,888
+406
| +6% | +$48.6K | 0.26% | 89 |
|
|
2015
Q2 | $791K | Sell |
6,482
-790
| -11% | -$93.5K | 0.26% | 90 |
|
|
2015
Q1 | $860K | Buy |
7,272
+755
| +12% | +$83.8K | 0.29% | 85 |
|
|
2014
Q4 | $659K | Buy |
6,517
+576
| +10% | +$54.6K | 0.25% | 85 |
|
|
2014
Q3 | $512K | Buy |
5,941
+2,492
| +72% | +$211K | 0.21% | 100 |
|
|
2014
Q2 | $282K | Buy |
3,449
+330
| +11% | +$26K | 0.13% | 152 |
|
|
2014
Q1 | $256K | Buy |
+3,119
| New | +$235K | 0.16% | 130 |
|
Other funds holding UNH
VCM
VPM
