Chicago Partners Investment Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
4,606
+962
| +26% | +$281K | 0.04% | 334 |
|
|
2025
Q1 | $1.42M | Buy |
3,644
+280
| +8% | +$109K | 0.05% | 290 |
|
|
2024
Q4 | $1.76M | Buy |
3,364
+292
| +10% | +$153K | 0.06% | 246 |
|
|
2024
Q3 | $1.73M | Buy |
3,072
+94
| +3% | +$53.1K | 0.06% | 239 |
|
|
2024
Q2 | $1.72M | Buy |
2,978
+368
| +14% | +$212K | 0.07% | 234 |
|
|
2024
Q1 | $1.27M | Buy |
2,610
+33
| +1% | +$16K | 0.05% | 278 |
|
|
2023
Q4 | $1.32M | Sell |
2,577
-40
| -2% | -$20.5K | 0.06% | 259 |
|
|
2023
Q3 | $1.37M | Buy |
2,617
+30
| +1% | +$15.7K | 0.07% | 237 |
|
|
2023
Q2 | $1.31M | Sell |
2,587
-473
| -15% | -$239K | 0.07% | 254 |
|
|
2023
Q1 | $1.5M | Buy |
3,060
+606
| +25% | +$296K | 0.09% | 216 |
|
|
2022
Q4 | $1.17M | Sell |
2,454
-78
| -3% | -$37.2K | 0.07% | 241 |
|
|
2022
Q3 | $1.38M | Buy |
2,532
+291
| +13% | +$159K | 0.1% | 188 |
|
|
2022
Q2 | $1.22M | Buy |
2,241
+194
| +9% | +$105K | 0.09% | 202 |
|
|
2022
Q1 | $965K | Buy |
2,047
+274
| +15% | +$129K | 0.07% | 208 |
|
|
2021
Q4 | $841K | Buy |
1,773
+127
| +8% | +$60.2K | 0.06% | 246 |
|
|
2021
Q3 | $753K | Buy |
1,646
+39
| +2% | +$17.8K | 0.05% | 271 |
|
|
2021
Q2 | $664K | Buy |
1,607
+239
| +17% | +$98.8K | 0.05% | 280 |
|
|
2021
Q1 | $541K | Buy |
1,368
+40
| +3% | +$15.8K | 0.04% | 297 |
|
|
2020
Q4 | $462K | Buy |
1,328
+251
| +23% | +$87.3K | 0.04% | 298 |
|
|
2020
Q3 | $346K | Buy |
1,077
+128
| +13% | +$41.1K | 0.04% | 289 |
|
|
2020
Q2 | $283K | Buy |
949
+169
| +22% | +$50.4K | 0.04% | 303 |
|
|
2020
Q1 | $227K | Sell |
780
-429
| -35% | -$125K | 0.04% | 306 |
|
|
2019
Q4 | $364K | Buy |
+1,209
| New | +$364K | 0.04% | 248 |
|
|
2019
Q1 | – | Sell |
-979
| Closed | -$240K | – | 352 |
|
|
2018
Q4 | $240K | Buy |
979
+78
| +9% | +$19.1K | 0.04% | 280 |
|
|
2018
Q3 | $231K | Sell |
901
-19
| -2% | -$4.87K | 0.03% | 277 |
|
|
2018
Q2 | $226K | Buy |
920
+193
| +27% | +$47.4K | 0.04% | 258 |
|
|
2018
Q1 | $156K | Buy |
727
+188
| +35% | +$40.3K | 0.03% | 290 |
|
|
2017
Q4 | $119K | Sell |
539
-22
| -4% | -$4.86K | 0.02% | 333 |
|
|
2017
Q3 | $110K | Sell |
561
-538
| -49% | -$105K | 0.02% | 335 |
|
|
2017
Q2 | $189K | Buy |
+1,099
| New | +$189K | 0.05% | 207 |
|
|
2016
Q1 | – | Sell |
-150
| Closed | -$18K | – | 483 |
|
|
2015
Q4 | $18K | Buy |
+150
| New | +$18K | 0.01% | 349 |
|
|
2015
Q1 | – | Sell |
-15
| Closed | -$2K | – | 525 |
|
|
2014
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 506 |
|