Congress Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $718K | Sell |
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|
2025
Q2 | $687K | Sell |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $5.14M | Sell |
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|
2024
Q3 | $22.9M | Sell |
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|
2024
Q2 | $24.1M | Sell |
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|
2024
Q1 | $32.9M | Sell |
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|
2023
Q4 | $125M | Sell |
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|
2023
Q3 | $135M | Sell |
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|
2023
Q2 | $129M | Buy |
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|
2023
Q1 | $126M | Sell |
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|
2022
Q4 | $142M | Sell |
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|
2022
Q3 | $138M | Buy |
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|
2022
Q2 | $140M | Sell |
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|
2022
Q1 | $145M | Sell |
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|
2021
Q4 | $152M | Sell |
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|
2021
Q3 | $133M | Buy |
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|
2021
Q2 | $123M | Buy |
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|
2021
Q1 | $114M | Buy |
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|
2020
Q4 | $103M | Buy |
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|
2020
Q3 | $88.3M | Buy |
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|
2020
Q2 | $81.1M | Buy |
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|
2020
Q1 | $13M | Sell |
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|
2019
Q4 | $15.7M | Sell |
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|
2019
Q3 | $11.7M | Sell |
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|
2019
Q2 | $70.7M | Buy |
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|
2019
Q1 | $71.3M | Sell |
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|
2018
Q4 | $74.4M | Sell |
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|
2018
Q3 | $82M | Sell |
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|
2018
Q2 | $79M | Sell |
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|
2018
Q1 | $71.2M | Sell |
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|
2017
Q4 | $77.7M | Sell |
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|
2017
Q3 | $71.4M | Sell |
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|
2017
Q2 | $71.3M | Sell |
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|
2017
Q1 | $66.7M | Sell |
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|
2016
Q4 | $69.4M | Sell |
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|
2016
Q3 | $71.4M | Sell |
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|
2016
Q2 | $74.3M | Sell |
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|
2016
Q1 | $72.8M | Sell |
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|
2015
Q4 | $70.4M | Sell |
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|
2015
Q3 | $71M | Buy |
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|
2015
Q2 | $63.3M | Sell |
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|
2015
Q1 | $75.9M | Sell |
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|
2014
Q4 | $71.8M | Sell |
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|
2014
Q3 | $64.1M | Sell |
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|
2014
Q2 | $63.2M | Sell |
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|
2014
Q1 | $67.6M | Sell |
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|
2013
Q4 | $65.2M | Sell |
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|
2013
Q3 | $62.6M | Buy |
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|
2013
Q2 | $2.76M | Buy |
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