CYG
UNH icon

Clean Yield Group’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
931
-725
-44% -$226K 0.09% 107
2025
Q1
$867K Sell
1,656
-178
-10% -$93.2K 0.28% 71
2024
Q4
$928K Sell
1,834
-268
-13% -$136K 0.3% 71
2024
Q3
$1.23M Buy
2,102
+15
+0.7% +$8.77K 0.39% 61
2024
Q2
$1.06M Buy
2,087
+42
+2% +$21.4K 0.4% 58
2024
Q1
$1.01M Hold
2,045
0.39% 59
2023
Q4
$1.08M Sell
2,045
-5
-0.2% -$2.63K 0.45% 53
2023
Q3
$1.07M Sell
2,050
-23
-1% -$12.1K 0.48% 51
2023
Q2
$996K Hold
2,073
0.41% 53
2023
Q1
$980K Sell
2,073
-40
-2% -$18.9K 0.42% 54
2022
Q4
$1.12M Buy
2,113
+907
+75% +$481K 0.48% 55
2022
Q3
$609K Buy
1,206
+17
+1% +$8.59K 0.28% 74
2022
Q2
$611K Hold
1,189
0.25% 74
2022
Q1
$606K Buy
1,189
+26
+2% +$13.3K 0.21% 82
2021
Q4
$584K Sell
1,163
-126
-10% -$63.3K 0.19% 87
2021
Q3
$504K Buy
1,289
+1,041
+420% +$407K 0.17% 90
2021
Q2
$99K Buy
+248
New +$99K 0.03% 204
2021
Q1
Sell
-221
Closed -$78K 359
2020
Q4
$78K Buy
221
+77
+53% +$27.2K 0.03% 210
2020
Q3
$45K Buy
144
+40
+38% +$12.5K 0.02% 231
2020
Q2
$31K Sell
104
-41
-28% -$12.2K 0.01% 237
2020
Q1
$36K Buy
145
+104
+254% +$25.8K 0.02% 228
2019
Q4
$12K Hold
41
﹤0.01% 299
2019
Q3
$9K Hold
41
﹤0.01% 298
2019
Q2
$10K Sell
41
-34
-45% -$8.29K ﹤0.01% 296
2019
Q1
$19K Buy
75
+25
+50% +$6.33K 0.01% 249
2018
Q4
$12K Buy
+50
New +$12K 0.01% 259
2016
Q4
Hold
0
275
2016
Q3
Hold
0
337