Consolidated 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 | $5.23M | Buy |
16,750
+3,500
| +26% | +$1.09M | 0.7% | 32 |
|
|
2025
Q1 | $6.94M | Buy |
13,250
+115
| +0.9% | +$60.2K | 1.06% | 21 |
|
|
2024
Q4 | $6.64M | Hold |
13,135
| – | – | 0.93% | 25 |
|
|
2024
Q3 | $7.68M | Sell |
13,135
-2,000
| -13% | -$1.17M | 1.14% | 21 |
|
|
2024
Q2 | $7.71M | Sell |
15,135
-1,400
| -8% | -$713K | 1.2% | 20 |
|
|
2024
Q1 | $8.18M | Hold |
16,535
| – | – | 1.32% | 20 |
|
|
2023
Q4 | $8.71M | Sell |
16,535
-1,065
| -6% | -$561K | 1.54% | 15 |
|
|
2023
Q3 | $8.87M | Hold |
17,600
| – | – | 1.72% | 14 |
|
|
2023
Q2 | $8.46M | Hold |
17,600
| – | – | 1.52% | 14 |
|
|
2023
Q1 | $8.32M | Hold |
17,600
| – | – | 1.63% | 13 |
|
|
2022
Q4 | $9.33M | Hold |
17,600
| – | – | 2% | 8 |
|
|
2022
Q3 | $8.89M | Hold |
17,600
| – | – | 1.93% | 11 |
|
|
2022
Q2 | $9.04M | Hold |
17,600
| – | – | 1.72% | 13 |
|
|
2022
Q1 | $8.98M | Buy |
17,600
+500
| +3% | +$255K | 1.46% | 15 |
|
|
2021
Q4 | $8.59M | Hold |
17,100
| – | – | 1.36% | 19 |
|
|
2021
Q3 | $6.68M | Buy |
17,100
+3,600
| +27% | +$1.41M | 1.05% | 26 |
|
|
2021
Q2 | $5.41M | Hold |
13,500
| – | – | 0.9% | 34 |
|
|
2021
Q1 | $5.02M | Buy |
13,500
+1,900
| +16% | +$707K | 1.1% | 25 |
|
|
2020
Q4 | $4.07M | Buy |
+11,600
| New | +$4.07M | 1.06% | 30 |
|
|
2016
Q3 | – | Sell |
-17,148
| Closed | -$2.42M | – | 65 |
|
|
2016
Q2 | $2.42M | Hold |
17,148
| – | – | 1.22% | 33 |
|
|
2016
Q1 | $2.21M | Hold |
17,148
| – | – | 1.02% | 41 |
|
|
2015
Q4 | $2.02M | Buy |
17,148
+6,386
| +59% | +$751K | 0.9% | 44 |
|
|
2015
Q3 | $1.25M | Hold |
10,762
| – | – | 0.58% | 56 |
|
|
2015
Q2 | $1.31M | Hold |
10,762
| – | – | 0.62% | 53 |
|
|
2015
Q1 | $1.27M | Buy |
10,762
+4,133
| +62% | +$489K | 0.61% | 50 |
|
|
2014
Q4 | $670K | Buy |
6,629
+499
| +8% | +$50.4K | 0.33% | 61 |
|
|
2014
Q3 | $529K | Buy |
+6,130
| New | +$529K | 0.26% | 61 |
|