Crawford Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $466K | Sell |
1,494
-227
| -13% | -$70.8K | 0.01% | 244 |
|
2025
Q1 | $902K | Sell |
1,721
-370
| -18% | -$194K | 0.02% | 217 |
|
2024
Q4 | $1.06M | Sell |
2,091
-226
| -10% | -$114K | 0.02% | 209 |
|
2024
Q3 | $1.35M | Sell |
2,317
-59
| -2% | -$34.5K | 0.02% | 194 |
|
2024
Q2 | $1.21M | Sell |
2,376
-391
| -14% | -$199K | 0.02% | 186 |
|
2024
Q1 | $1.37M | Buy |
2,767
+182
| +7% | +$90K | 0.03% | 180 |
|
2023
Q4 | $1.36M | Buy |
2,585
+53
| +2% | +$27.9K | 0.03% | 175 |
|
2023
Q3 | $1.28M | Buy |
2,532
+5
| +0.2% | +$2.52K | 0.03% | 180 |
|
2023
Q2 | $1.21M | Sell |
2,527
-410
| -14% | -$197K | 0.02% | 183 |
|
2023
Q1 | $1.39M | Buy |
2,937
+480
| +20% | +$227K | 0.03% | 175 |
|
2022
Q4 | $1.3M | Buy |
2,457
+122
| +5% | +$64.7K | 0.03% | 181 |
|
2022
Q3 | $1.18M | Sell |
2,335
-192
| -8% | -$96.9K | 0.03% | 185 |
|
2022
Q2 | $1.3M | Buy |
2,527
+953
| +61% | +$490K | 0.03% | 185 |
|
2022
Q1 | $803K | Buy |
1,574
+167
| +12% | +$85.2K | 0.02% | 208 |
|
2021
Q4 | $706K | Sell |
1,407
-303
| -18% | -$152K | 0.01% | 213 |
|
2021
Q3 | $668K | Sell |
1,710
-219
| -11% | -$85.6K | 0.01% | 210 |
|
2021
Q2 | $772K | Buy |
1,929
+350
| +22% | +$140K | 0.02% | 205 |
|
2021
Q1 | $587K | Sell |
1,579
-49
| -3% | -$18.2K | 0.01% | 209 |
|
2020
Q4 | $571K | Sell |
1,628
-480
| -23% | -$168K | 0.01% | 200 |
|
2020
Q3 | $657K | Buy |
2,108
+622
| +42% | +$194K | 0.02% | 192 |
|
2020
Q2 | $438K | Sell |
1,486
-1,132
| -43% | -$334K | 0.01% | 215 |
|
2020
Q1 | $653K | Sell |
2,618
-22
| -0.8% | -$5.49K | 0.02% | 183 |
|
2019
Q4 | $776K | Buy |
2,640
+1,051
| +66% | +$309K | 0.02% | 192 |
|
2019
Q3 | $345K | Buy |
1,589
+112
| +8% | +$24.3K | 0.01% | 233 |
|
2019
Q2 | $360K | Buy |
1,477
+450
| +44% | +$110K | 0.01% | 220 |
|
2019
Q1 | $254K | Sell |
1,027
-50
| -5% | -$12.4K | 0.01% | 239 |
|
2018
Q4 | $268K | Sell |
1,077
-5
| -0.5% | -$1.24K | 0.01% | 232 |
|
2018
Q3 | $288K | Buy |
1,082
+20
| +2% | +$5.32K | 0.01% | 227 |
|
2018
Q2 | $261K | Sell |
1,062
-182
| -15% | -$44.7K | 0.01% | 233 |
|
2018
Q1 | $266K | Buy |
1,244
+87
| +8% | +$18.6K | 0.01% | 231 |
|
2017
Q4 | $255K | Buy |
1,157
+75
| +7% | +$16.5K | 0.01% | 228 |
|
2017
Q3 | $212K | Sell |
1,082
-17
| -2% | -$3.33K | 0.01% | 236 |
|
2017
Q2 | $204K | Sell |
1,099
-544
| -33% | -$101K | 0.01% | 233 |
|
2017
Q1 | $270K | Buy |
+1,643
| New | +$270K | 0.01% | 220 |
|