Court Place Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
4,877
-5
| -0.1% | -$1.56K | 0.48% | 45 |
|
|
2025
Q1 | $2.56M | Buy |
4,882
+223
| +5% | +$117K | 0.85% | 28 |
|
|
2024
Q4 | $2.36M | Sell |
4,659
-30
| -0.6% | -$15.2K | 0.76% | 32 |
|
|
2024
Q3 | $2.74M | Sell |
4,689
-70
| -1% | -$40.9K | 0.8% | 33 |
|
|
2024
Q2 | $2.42M | Sell |
4,759
-70
| -1% | -$35.7K | 0.76% | 36 |
|
|
2024
Q1 | $2.39M | Buy |
4,829
+595
| +14% | +$294K | 0.77% | 35 |
|
|
2023
Q4 | $2.23M | Buy |
4,234
+50
| +1% | +$26.3K | 0.73% | 35 |
|
|
2023
Q3 | $2.11M | Sell |
4,184
-40
| -0.9% | -$20.2K | 0.75% | 37 |
|
|
2023
Q2 | $2.03M | Buy |
4,224
+1,730
| +69% | +$832K | 0.71% | 40 |
|
|
2023
Q1 | $1.18M | Hold |
2,494
| – | – | 0.43% | 62 |
|
|
2022
Q4 | $1.32M | Buy |
2,494
+67
| +3% | +$35.5K | 0.48% | 53 |
|
|
2022
Q3 | $1.23M | Hold |
2,427
| – | – | 0.49% | 53 |
|
|
2022
Q2 | $1.25M | Hold |
2,427
| – | – | 0.47% | 56 |
|
|
2022
Q1 | $1.24M | Hold |
2,427
| – | – | 0.4% | 66 |
|
|
2021
Q4 | $1.22M | Sell |
2,427
-100
| -4% | -$50.2K | 0.34% | 73 |
|
|
2021
Q3 | $987K | Sell |
2,527
-60
| -2% | -$23.4K | 0.29% | 79 |
|
|
2021
Q2 | $1.04M | Sell |
2,587
-25
| -1% | -$10K | 0.3% | 80 |
|
|
2021
Q1 | $972K | Hold |
2,612
| – | – | 0.3% | 77 |
|
|
2020
Q4 | $916K | Hold |
2,612
| – | – | 0.31% | 80 |
|
|
2020
Q3 | $814K | Sell |
2,612
-18
| -0.7% | -$5.61K | 0.3% | 79 |
|
|
2020
Q2 | $776K | Hold |
2,630
| – | – | 0.3% | 76 |
|
|
2020
Q1 | $656K | Hold |
2,630
| – | – | 0.29% | 78 |
|
|
2019
Q4 | $773K | Sell |
2,630
-235
| -8% | -$69.1K | 0.28% | 86 |
|
|
2019
Q3 | $623K | Hold |
2,865
| – | – | 0.24% | 96 |
|
|
2019
Q2 | $699K | Buy |
2,865
+105
| +4% | +$25.6K | 0.28% | 85 |
|
|
2019
Q1 | $682K | Sell |
2,760
-278
| -9% | -$68.7K | 0.28% | 89 |
|
|
2018
Q4 | $757K | Sell |
3,038
-40
| -1% | -$9.97K | 0.34% | 70 |
|
|
2018
Q3 | $819K | Hold |
3,078
| – | – | 0.31% | 75 |
|
|
2018
Q2 | $755K | Hold |
3,078
| – | – | 0.31% | 72 |
|
|
2018
Q1 | $659K | Buy |
3,078
+20
| +0.7% | +$4.28K | 0.28% | 87 |
|
|
2017
Q4 | $674K | Hold |
3,058
| – | – | 0.28% | 84 |
|
|
2017
Q3 | $599K | Sell |
3,058
-100
| -3% | -$19.6K | 0.27% | 85 |
|
|
2017
Q2 | $586K | Hold |
3,158
| – | – | 0.28% | 84 |
|
|
2017
Q1 | $518K | Sell |
3,158
-26
| -0.8% | -$4.27K | 0.25% | 87 |
|
|
2016
Q4 | $510K | Sell |
3,184
-53
| -2% | -$8.49K | 0.27% | 82 |
|
|
2016
Q3 | $453K | Sell |
3,237
-200
| -6% | -$28K | 0.25% | 85 |
|
|
2016
Q2 | $485K | Buy |
3,437
+108
| +3% | +$15.2K | 0.28% | 79 |
|
|
2016
Q1 | $429K | Hold |
3,329
| – | – | 0.27% | 81 |
|
|
2015
Q4 | $392K | Hold |
3,329
| – | – | 0.25% | 84 |
|
|
2015
Q3 | $386K | Sell |
3,329
-100
| -3% | -$11.6K | 0.27% | 82 |
|
|
2015
Q2 | $418K | Buy |
3,429
+30
| +0.9% | +$3.66K | 0.27% | 84 |
|
|
2015
Q1 | $402K | Hold |
3,399
| – | – | 0.26% | 86 |
|
|
2014
Q4 | $344K | Sell |
3,399
-100
| -3% | -$10.1K | 0.22% | 100 |
|
|
2014
Q3 | $302K | Hold |
3,499
| – | – | 0.21% | 101 |
|
|
2014
Q2 | $286K | Hold |
3,499
| – | – | 0.2% | 100 |
|
|
2014
Q1 | $287K | Sell |
3,499
-300
| -8% | -$24.6K | 0.21% | 96 |
|
|
2013
Q4 | $286K | Buy |
+3,799
| New | +$286K | 0.22% | 89 |
|