Courier Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
4,272
-48
| -1% | -$15K | 0.08% | 191 |
|
|
2025
Q1 | $2.26M | Buy |
4,320
+127
| +3% | +$66.5K | 0.15% | 137 |
|
|
2024
Q4 | $2.12M | Buy |
4,193
+32
| +0.8% | +$16.2K | 0.15% | 130 |
|
|
2024
Q3 | $2.43M | Buy |
4,161
+2,912
| +233% | +$1.7M | 0.17% | 123 |
|
|
2024
Q2 | $636K | Sell |
1,249
-2,938
| -70% | -$1.5M | 0.05% | 201 |
|
|
2024
Q1 | $2.07M | Sell |
4,187
-18
| -0.4% | -$8.91K | 0.15% | 127 |
|
|
2023
Q4 | $2.21M | Buy |
4,205
+8
| +0.2% | +$4.21K | 0.17% | 118 |
|
|
2023
Q3 | $2.12M | Sell |
4,197
-324
| -7% | -$163K | 0.18% | 119 |
|
|
2023
Q2 | $2.17M | Buy |
4,521
+2,856
| +172% | +$1.37M | 0.17% | 119 |
|
|
2023
Q1 | $787K | Sell |
1,665
-210
| -11% | -$99.2K | 0.09% | 135 |
|
|
2022
Q4 | $994K | Buy |
1,875
+451
| +32% | +$239K | 0.11% | 120 |
|
|
2022
Q3 | $719K | Buy |
1,424
+32
| +2% | +$16.2K | 0.09% | 134 |
|
|
2022
Q2 | $715K | Buy |
1,392
+99
| +8% | +$50.9K | 0.08% | 138 |
|
|
2022
Q1 | $659K | Buy |
1,293
+423
| +49% | +$216K | 0.07% | 161 |
|
|
2021
Q4 | $437K | Sell |
870
-12
| -1% | -$6.03K | 0.04% | 205 |
|
|
2021
Q3 | $345K | Buy |
882
+11
| +1% | +$4.3K | 0.03% | 228 |
|
|
2021
Q2 | $349K | Buy |
871
+231
| +36% | +$92.6K | 0.03% | 230 |
|
|
2021
Q1 | $238K | Sell |
640
-805
| -56% | -$299K | 0.02% | 279 |
|
|
2020
Q4 | $507K | Sell |
1,445
-5
| -0.3% | -$1.75K | 0.06% | 175 |
|
|
2020
Q3 | $504K | Buy |
1,450
+274
| +23% | +$95.2K | 0.06% | 163 |
|
|
2020
Q2 | $351K | Sell |
1,176
-35
| -3% | -$10.4K | 0.05% | 194 |
|
|
2020
Q1 | $332K | Sell |
1,211
-62
| -5% | -$17K | 0.05% | 184 |
|
|
2019
Q4 | $375K | Buy |
1,273
+7
| +0.6% | +$2.06K | 0.04% | 198 |
|
|
2019
Q3 | $273K | Buy |
1,266
+212
| +20% | +$45.7K | 0.04% | 229 |
|
|
2019
Q2 | $257K | Hold |
1,054
| – | – | 0.03% | 235 |
|
|
2019
Q1 | $261K | Sell |
1,054
-72
| -6% | -$17.8K | 0.03% | 235 |
|
|
2018
Q4 | $281K | Hold |
1,126
| – | – | 0.04% | 206 |
|
|
2018
Q3 | $300K | Hold |
1,126
| – | – | 0.04% | 227 |
|
|
2018
Q2 | $276K | Sell |
1,126
-31
| -3% | -$7.6K | 0.04% | 239 |
|
|
2018
Q1 | $248K | Sell |
1,157
-246
| -18% | -$52.7K | 0.03% | 247 |
|
|
2017
Q4 | $309K | Sell |
1,403
-134
| -9% | -$29.5K | 0.04% | 218 |
|
|
2017
Q3 | $301K | Hold |
1,537
| – | – | 0.04% | 209 |
|
|
2017
Q2 | $285K | Hold |
1,537
| – | – | 0.05% | 213 |
|
|
2017
Q1 | $252K | Sell |
1,537
-23
| -1% | -$3.77K | 0.04% | 223 |
|
|
2016
Q4 | $250K | Sell |
1,560
-596
| -28% | -$95.5K | 0.05% | 222 |
|
|
2016
Q3 | $302K | Buy |
+2,156
| New | +$302K | 0.06% | 209 |
|
|
2016
Q2 | – | Sell |
-1,749
| Closed | -$225K | – | 282 |
|
|
2016
Q1 | $225K | Sell |
1,749
-210
| -11% | -$27K | 0.05% | 245 |
|
|
2015
Q4 | $230K | Buy |
1,959
+151
| +8% | +$17.7K | 0.05% | 234 |
|
|
2015
Q3 | $210K | Sell |
1,808
-79
| -4% | -$9.18K | 0.05% | 240 |
|
|
2015
Q2 | $230K | Hold |
1,887
| – | – | 0.05% | 241 |
|
|
2015
Q1 | $223K | Sell |
1,887
-969
| -34% | -$115K | 0.04% | 254 |
|
|
2014
Q4 | $289K | Buy |
2,856
+1
| +0% | +$101 | 0.06% | 214 |
|
|
2014
Q3 | $246K | Hold |
2,855
| – | – | 0.05% | 233 |
|
|
2014
Q2 | $233K | Sell |
2,855
-35
| -1% | -$2.86K | 0.05% | 250 |
|
|
2014
Q1 | $237K | Hold |
2,890
| – | – | 0.05% | 244 |
|
|
2013
Q4 | $218K | Sell |
2,890
-10
| -0.3% | -$754 | 0.05% | 252 |
|
|
2013
Q3 | $208K | Sell |
2,900
-272
| -9% | -$19.5K | 0.05% | 254 |
|
|
2013
Q2 | $208K | Buy |
+3,172
| New | +$208K | 0.05% | 254 |
|