Chesley Taft & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
32,836
-1,095
| -3% | -$342K | 0.46% | 57 |
|
|
2025
Q1 | $17.8M | Buy |
33,931
+1,802
| +6% | +$944K | 0.86% | 37 |
|
|
2024
Q4 | $16.3M | Buy |
32,129
+258
| +0.8% | +$131K | 0.75% | 39 |
|
|
2024
Q3 | $18.6M | Sell |
31,871
-48
| -0.2% | -$28.1K | 0.89% | 36 |
|
|
2024
Q2 | $16.3M | Sell |
31,919
-25,880
| -45% | -$13.2M | 0.82% | 40 |
|
|
2024
Q1 | $28.6M | Sell |
57,799
-665
| -1% | -$329K | 1.46% | 18 |
|
|
2023
Q4 | $30.8M | Sell |
58,464
-236
| -0.4% | -$124K | 1.73% | 14 |
|
|
2023
Q3 | $29.6M | Sell |
58,700
-67
| -0.1% | -$33.8K | 1.92% | 10 |
|
|
2023
Q2 | $28.2M | Buy |
58,767
+155
| +0.3% | +$74.5K | 1.73% | 13 |
|
|
2023
Q1 | $27.7M | Buy |
58,612
+7,485
| +15% | +$3.54M | 1.82% | 8 |
|
|
2022
Q4 | $27.1M | Buy |
51,127
+15,883
| +45% | +$8.42M | 1.87% | 10 |
|
|
2022
Q3 | $17.8M | Buy |
35,244
+1,268
| +4% | +$640K | 1.31% | 22 |
|
|
2022
Q2 | $17.5M | Sell |
33,976
-5
| -0% | -$2.57K | 1.19% | 24 |
|
|
2022
Q1 | $18.1M | Sell |
33,981
-1,919
| -5% | -$1.02M | 1.06% | 27 |
|
|
2021
Q4 | $18M | Sell |
35,900
-309
| -0.9% | -$155K | 0.93% | 28 |
|
|
2021
Q3 | $14.1M | Sell |
36,209
-11
| -0% | -$4.3K | 0.81% | 35 |
|
|
2021
Q2 | $14.5M | Sell |
36,220
-12
| -0% | -$4.81K | 0.83% | 34 |
|
|
2021
Q1 | $13.4M | Buy |
36,232
+402
| +1% | +$149K | 0.8% | 33 |
|
|
2020
Q4 | $12.6M | Sell |
35,830
-800
| -2% | -$281K | 0.8% | 36 |
|
|
2020
Q3 | $11.4M | Sell |
36,630
-26,561
| -42% | -$8.28M | 0.81% | 35 |
|
|
2020
Q2 | $18.6M | Buy |
63,191
+26,576
| +73% | +$7.84M | 1.42% | 17 |
|
|
2020
Q1 | $9.13M | Buy |
36,615
+392
| +1% | +$97.8K | 0.83% | 36 |
|
|
2019
Q4 | $10.6M | Buy |
36,223
+672
| +2% | +$198K | 0.77% | 40 |
|
|
2019
Q3 | $7.73M | Sell |
35,551
-42,138
| -54% | -$9.16M | 0.6% | 51 |
|
|
2019
Q2 | $19M | Buy |
77,689
+252
| +0.3% | +$61.5K | 1.48% | 19 |
|
|
2019
Q1 | $19.1M | Buy |
77,437
+11,354
| +17% | +$2.81M | 1.59% | 18 |
|
|
2018
Q4 | $16.5M | Buy |
66,083
+16,265
| +33% | +$4.05M | 1.59% | 16 |
|
|
2018
Q3 | $13.3M | Buy |
49,818
+23,850
| +92% | +$6.35M | 1.05% | 35 |
|
|
2018
Q2 | $6.37M | Sell |
25,968
-1,853
| -7% | -$455K | 0.55% | 58 |
|
|
2018
Q1 | $5.95M | Sell |
27,821
-538
| -2% | -$115K | 0.53% | 61 |
|
|
2017
Q4 | $6.25M | Sell |
28,359
-175
| -0.6% | -$38.6K | 0.53% | 62 |
|
|
2017
Q3 | $5.59M | Buy |
28,534
+43
| +0.2% | +$8.42K | 0.48% | 67 |
|
|
2017
Q2 | $5.28M | Sell |
28,491
-1,555
| -5% | -$288K | 0.48% | 65 |
|
|
2017
Q1 | $4.93M | Sell |
30,046
-425
| -1% | -$69.7K | 0.46% | 64 |
|
|
2016
Q4 | $4.88M | Buy |
30,471
+165
| +0.5% | +$26.4K | 0.48% | 62 |
|
|
2016
Q3 | $4.24M | Buy |
30,306
+705
| +2% | +$98.7K | 0.43% | 68 |
|
|
2016
Q2 | $4.18M | Sell |
29,601
-1,610
| -5% | -$227K | 0.43% | 66 |
|
|
2016
Q1 | $4.02M | Buy |
31,211
+85
| +0.3% | +$11K | 0.42% | 66 |
|
|
2015
Q4 | $3.66M | Sell |
31,126
-2,425
| -7% | -$285K | 0.38% | 77 |
|
|
2015
Q3 | $3.89M | Buy |
33,551
+5,135
| +18% | +$596K | 0.42% | 69 |
|
|
2015
Q2 | $3.47M | Buy |
28,416
+145
| +0.5% | +$17.7K | 0.35% | 79 |
|
|
2015
Q1 | $3.34M | Buy |
28,271
+1,962
| +7% | +$232K | 0.34% | 83 |
|
|
2014
Q4 | $2.66M | Sell |
26,309
-465
| -2% | -$47K | 0.27% | 95 |
|
|
2014
Q3 | $2.31M | Sell |
26,774
-1,175
| -4% | -$101K | 0.24% | 102 |
|
|
2014
Q2 | $2.29M | Buy |
27,949
+83
| +0.3% | +$6.79K | 0.24% | 105 |
|
|
2014
Q1 | $2.29M | Buy |
27,866
+105
| +0.4% | +$8.61K | 0.24% | 103 |
|
|
2013
Q4 | $2.09M | Buy |
27,761
+267
| +1% | +$20.1K | 0.21% | 118 |
|
|
2013
Q3 | $1.97M | Buy |
27,494
+325
| +1% | +$23.3K | 0.21% | 114 |
|
|
2013
Q2 | $1.78M | Buy |
+27,169
| New | +$1.78M | 0.21% | 112 |
|