Commonwealth Equity Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99M | Buy |
317,193
+17,990
| +6% | +$5.61M | 0.13% | 153 |
|
|
2025
Q1 | $157M | Buy |
299,203
+3,982
| +1% | +$2.09M | 0.22% | 81 |
|
|
2024
Q4 | $149M | Sell |
295,221
-6,634
| -2% | -$3.36M | 0.22% | 83 |
|
|
2024
Q3 | $176M | Sell |
301,855
-19,235
| -6% | -$11.2M | 0.27% | 68 |
|
|
2024
Q2 | $164M | Buy |
321,090
+11,761
| +4% | +$5.99M | 0.26% | 70 |
|
|
2024
Q1 | $153M | Sell |
309,329
-2,582
| -0.8% | -$1.28M | 0.25% | 74 |
|
|
2023
Q4 | $164M | Buy |
311,911
+2,880
| +0.9% | +$1.52M | 0.3% | 62 |
|
|
2023
Q3 | $156M | Buy |
309,031
+11,534
| +4% | +$5.82M | 0.32% | 53 |
|
|
2023
Q2 | $143M | Buy |
297,497
+9,064
| +3% | +$4.36M | 0.29% | 63 |
|
|
2023
Q1 | $136K | Buy |
288,433
+6,284
| +2% | +$2.97K | 0.29% | 63 |
|
|
2022
Q4 | $150M | Buy |
282,149
+14,046
| +5% | +$7.45M | 0.36% | 57 |
|
|
2022
Q3 | $135M | Buy |
268,103
+11,088
| +4% | +$5.6M | 0.35% | 57 |
|
|
2022
Q2 | $132M | Buy |
257,015
+26,029
| +11% | +$13.4M | 0.34% | 58 |
|
|
2022
Q1 | $118M | Buy |
230,986
+17,831
| +8% | +$9.09M | 0.27% | 71 |
|
|
2021
Q4 | $107M | Buy |
213,155
+12,208
| +6% | +$6.13M | 0.24% | 82 |
|
|
2021
Q3 | $78.5M | Buy |
200,947
+181,326
| +924% | +$70.9M | 0.2% | 96 |
|
|
2021
Q2 | $78.3M | Sell |
19,621
-169,882
| -90% | -$678M | 0.2% | 101 |
|
|
2021
Q1 | $70.5M | Sell |
189,503
-11,204
| -6% | -$4.17M | 0.2% | 102 |
|
|
2020
Q4 | $70.4M | Sell |
200,707
-3,091
| -2% | -$1.08M | 0.21% | 95 |
|
|
2020
Q3 | $63.5M | Buy |
203,798
+4,051
| +2% | +$1.26M | 0.22% | 95 |
|
|
2020
Q2 | $58.9M | Buy |
199,747
+2,383
| +1% | +$703K | 0.22% | 92 |
|
|
2020
Q1 | $49.2M | Buy |
197,364
+3,819
| +2% | +$952K | 0.23% | 96 |
|
|
2019
Q4 | $56.9M | Buy |
193,545
+13,296
| +7% | +$3.91M | 0.22% | 98 |
|
|
2019
Q3 | $39.2M | Buy |
180,249
+10,619
| +6% | +$2.31M | 0.17% | 127 |
|
|
2019
Q2 | $41.4M | Buy |
169,630
+11,931
| +8% | +$2.91M | 0.18% | 117 |
|
|
2019
Q1 | $39M | Buy |
157,699
+10,048
| +7% | +$2.48M | 0.18% | 118 |
|
|
2018
Q4 | $36.8M | Buy |
147,651
+4,022
| +3% | +$1M | 0.2% | 107 |
|
|
2018
Q3 | $38.2M | Buy |
143,629
+8,340
| +6% | +$2.22M | 0.18% | 119 |
|
|
2018
Q2 | $33.2M | Buy |
135,289
+1,240
| +0.9% | +$304K | 0.17% | 120 |
|
|
2018
Q1 | $28.7M | Buy |
134,049
+2,583
| +2% | +$553K | 0.16% | 128 |
|
|
2017
Q4 | $29M | Buy |
131,466
+1,144
| +0.9% | +$252K | 0.16% | 133 |
|
|
2017
Q3 | $25.5M | Buy |
130,322
+4,329
| +3% | +$848K | 0.15% | 136 |
|
|
2017
Q2 | $23.4M | Buy |
125,993
+12,076
| +11% | +$2.24M | 0.15% | 138 |
|
|
2017
Q1 | $18.7M | Sell |
113,917
-481
| -0.4% | -$78.9K | 0.13% | 157 |
|
|
2016
Q4 | $18.3M | Sell |
114,398
-2,343
| -2% | -$375K | 0.14% | 152 |
|
|
2016
Q3 | $16.3M | Buy |
116,741
+483
| +0.4% | +$67.6K | 0.13% | 163 |
|
|
2016
Q2 | $16.4M | Buy |
116,258
+4,085
| +4% | +$577K | 0.14% | 153 |
|
|
2016
Q1 | $14.5M | Buy |
112,173
+373
| +0.3% | +$48.1K | 0.13% | 164 |
|
|
2015
Q4 | $13.2M | Buy |
111,800
+1,143
| +1% | +$134K | 0.12% | 168 |
|
|
2015
Q3 | $12.8M | Buy |
110,657
+22,204
| +25% | +$2.58M | 0.14% | 153 |
|
|
2015
Q2 | $10.8M | Buy |
88,453
+6,976
| +9% | +$851K | 0.11% | 192 |
|
|
2015
Q1 | $9.64M | Sell |
81,477
-68
| -0.1% | -$8.04K | 0.1% | 203 |
|
|
2014
Q4 | $8.24M | Buy |
81,545
+2,332
| +3% | +$236K | 0.09% | 211 |
|
|
2014
Q3 | $6.83M | Buy |
79,213
+2,162
| +3% | +$186K | 0.08% | 223 |
|
|
2014
Q2 | $6.3M | Buy |
77,051
+2,643
| +4% | +$216K | 0.08% | 240 |
|
|
2014
Q1 | $6.1M | Buy |
74,408
+1,161
| +2% | +$95.2K | 0.08% | 225 |
|
|
2013
Q4 | $5.52M | Buy |
73,247
+4,071
| +6% | +$307K | 0.08% | 237 |
|
|
2013
Q3 | $4.95M | Sell |
69,176
-1,135
| -2% | -$81.3K | 0.08% | 239 |
|
|
2013
Q2 | $4.6M | Buy |
+70,311
| New | +$4.6M | 0.08% | 225 |
|