D.J. St. Germain’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Sell |
16,356
-204
| -1% | -$63.6K | 0.22% | 89 |
|
|
2025
Q1 | $8.67M | Sell |
16,560
-524
| -3% | -$274K | 0.41% | 70 |
|
|
2024
Q4 | $8.64M | Sell |
17,084
-172
| -1% | -$87K | 0.39% | 71 |
|
|
2024
Q3 | $10.1M | Sell |
17,256
-3,311
| -16% | -$1.94M | 0.46% | 64 |
|
|
2024
Q2 | $10.5M | Sell |
20,567
-227
| -1% | -$116K | 0.51% | 63 |
|
|
2024
Q1 | $10.3M | Sell |
20,794
-47
| -0.2% | -$23.3K | 0.5% | 64 |
|
|
2023
Q4 | $11M | Sell |
20,841
-70
| -0.3% | -$36.9K | 0.57% | 60 |
|
|
2023
Q3 | $10.5M | Sell |
20,911
-78
| -0.4% | -$39.3K | 0.59% | 55 |
|
|
2023
Q2 | $10.1M | Buy |
+20,989
| New | +$10.1M | 0.53% | 60 |
|
|
2022
Q4 | $457K | Buy |
21,919
+801
| +4% | +$16.7K | 0.15% | 73 |
|
|
2022
Q3 | $10.8M | Hold |
21,118
| – | – | 0.72% | 48 |
|
|
2022
Q2 | $10.8M | Sell |
21,118
-22
| -0.1% | -$11.3K | 0.72% | 48 |
|
|
2022
Q1 | $10.8M | Sell |
21,140
-3
| -0% | -$1.53K | 0.61% | 57 |
|
|
2021
Q4 | $10.6M | Sell |
21,143
-190
| -0.9% | -$95.4K | 0.58% | 54 |
|
|
2021
Q3 | $8.34M | Buy |
21,333
+38
| +0.2% | +$14.8K | 0.51% | 59 |
|
|
2021
Q2 | $8.53M | Buy |
21,295
+182
| +0.9% | +$72.9K | 0.54% | 57 |
|
|
2021
Q1 | $7.86M | Hold |
21,113
| – | – | 0.53% | 55 |
|
|
2020
Q4 | $7.4M | Sell |
21,113
-201
| -0.9% | -$70.5K | 0.53% | 54 |
|
|
2020
Q3 | $6.65M | Sell |
21,314
-218
| -1% | -$68K | 0.54% | 54 |
|
|
2020
Q2 | $6.35M | Sell |
21,532
-313
| -1% | -$92.3K | 0.56% | 54 |
|
|
2020
Q1 | $5.45M | Buy |
21,845
+17
| +0.1% | +$4.24K | 0.54% | 55 |
|
|
2019
Q4 | $6.42M | Sell |
21,828
-329
| -1% | -$96.7K | 0.54% | 54 |
|
|
2019
Q3 | $4.82M | Buy |
22,157
+10,040
| +83% | +$2.18M | 0.52% | 52 |
|
|
2019
Q2 | $2.96M | Hold |
12,117
| – | – | 0.32% | 63 |
|
|
2019
Q1 | $3M | Sell |
12,117
-30
| -0.2% | -$7.42K | 0.33% | 63 |
|
|
2018
Q4 | $3.03M | Buy |
12,147
+2,005
| +20% | +$499K | 0.36% | 63 |
|
|
2018
Q3 | $2.7M | Buy |
10,142
+2,770
| +38% | +$737K | 0.3% | 63 |
|
|
2018
Q2 | $1.81M | Buy |
7,372
+422
| +6% | +$104K | 0.22% | 66 |
|
|
2018
Q1 | $1.49M | Buy |
6,950
+4,935
| +245% | +$1.06M | 0.19% | 70 |
|
|
2017
Q4 | $444K | Buy |
+2,015
| New | +$444K | 0.05% | 104 |
|