Choate Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Sell |
12,307
-38,680
| -76% | -$12.1M | 0.08% | 94 |
|
|
2025
Q1 | $26.7M | Buy |
50,987
+4,043
| +9% | +$2.12M | 0.66% | 27 |
|
|
2024
Q4 | $23.8M | Buy |
46,944
+3,742
| +9% | +$1.89M | 0.57% | 27 |
|
|
2024
Q3 | $25.3M | Buy |
43,202
+9,792
| +29% | +$5.73M | 0.64% | 22 |
|
|
2024
Q2 | $17M | Buy |
33,410
+6,766
| +25% | +$3.45M | 0.45% | 29 |
|
|
2024
Q1 | $13.2M | Buy |
26,644
+3,592
| +16% | +$1.78M | 0.35% | 36 |
|
|
2023
Q4 | $12.1M | Buy |
23,052
+2,565
| +13% | +$1.35M | 0.38% | 28 |
|
|
2023
Q3 | $10.3M | Buy |
20,487
+6,796
| +50% | +$3.43M | 0.41% | 24 |
|
|
2023
Q2 | $6.58M | Buy |
13,691
+4,861
| +55% | +$2.34M | 0.28% | 38 |
|
|
2023
Q1 | $4.17M | Buy |
8,830
+936
| +12% | +$442K | 0.2% | 50 |
|
|
2022
Q4 | $4.19M | Buy |
7,894
+715
| +10% | +$379K | 0.25% | 44 |
|
|
2022
Q3 | $3.63M | Buy |
7,179
+475
| +7% | +$240K | 0.24% | 42 |
|
|
2022
Q2 | $3.44M | Buy |
6,704
+925
| +16% | +$475K | 0.21% | 49 |
|
|
2022
Q1 | $2.95M | Buy |
5,779
+943
| +19% | +$481K | 0.16% | 64 |
|
|
2021
Q4 | $2.43M | Buy |
4,836
+2,244
| +87% | +$1.13M | 0.14% | 69 |
|
|
2021
Q3 | $1.01M | Sell |
2,592
-32
| -1% | -$12.5K | 0.06% | 127 |
|
|
2021
Q2 | $1.05M | Buy |
2,624
+325
| +14% | +$130K | 0.06% | 122 |
|
|
2021
Q1 | $855K | Buy |
2,299
+379
| +20% | +$141K | 0.05% | 137 |
|
|
2020
Q4 | $673K | Buy |
1,920
+61
| +3% | +$21.4K | 0.04% | 139 |
|
|
2020
Q3 | $580K | Sell |
1,859
-375
| -17% | -$117K | 0.04% | 142 |
|
|
2020
Q2 | $659K | Hold |
2,234
| – | – | 0.05% | 132 |
|
|
2020
Q1 | $557K | Buy |
2,234
+375
| +20% | +$93.5K | 0.04% | 144 |
|
|
2019
Q4 | $547K | Buy |
1,859
+13
| +0.7% | +$3.83K | 0.03% | 154 |
|
|
2019
Q3 | $401K | Buy |
1,846
+14
| +0.8% | +$3.04K | 0.02% | 171 |
|
|
2019
Q2 | $447K | Hold |
1,832
| – | – | 0.03% | 169 |
|
|
2019
Q1 | $453K | Hold |
1,832
| – | – | 0.03% | 170 |
|
|
2018
Q4 | $456K | Sell |
1,832
-32
| -2% | -$7.97K | 0.03% | 157 |
|
|
2018
Q3 | $496K | Hold |
1,864
| – | – | 0.03% | 139 |
|
|
2018
Q2 | $457K | Sell |
1,864
-75
| -4% | -$18.4K | 0.03% | 163 |
|
|
2018
Q1 | $415K | Hold |
1,939
| – | – | 0.02% | 180 |
|
|
2017
Q4 | $427K | Hold |
1,939
| – | – | 0.02% | 183 |
|
|
2017
Q3 | $380K | Buy |
1,939
+20
| +1% | +$3.92K | 0.02% | 193 |
|
|
2017
Q2 | $356K | Sell |
1,919
-305
| -14% | -$56.6K | 0.02% | 192 |
|
|
2017
Q1 | $365K | Hold |
2,224
| – | – | 0.02% | 190 |
|
|
2016
Q4 | $356K | Hold |
2,224
| – | – | 0.02% | 186 |
|
|
2016
Q3 | $311K | Hold |
2,224
| – | – | 0.02% | 192 |
|
|
2016
Q2 | $314K | Hold |
2,224
| – | – | 0.02% | 186 |
|
|
2016
Q1 | $287K | Buy |
+2,224
| New | +$287K | 0.02% | 203 |
|
|
2015
Q4 | – | Sell |
-1,853
| Closed | -$215K | – | 283 |
|
|
2015
Q3 | $215K | Buy |
1,853
+19
| +1% | +$2.2K | 0.01% | 234 |
|
|
2015
Q2 | $224K | Hold |
1,834
| – | – | 0.01% | 232 |
|
|
2015
Q1 | $217K | Buy |
+1,834
| New | +$217K | 0.01% | 240 |
|