Detalus 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 | $475K | Sell |
1,521
-19
| -1% | -$5.93K | 0.14% | 92 |
|
|
2025
Q1 | $807K | Sell |
1,540
-162
| -10% | -$84.8K | 0.25% | 57 |
|
|
2024
Q4 | $861K | Buy |
1,702
+29
| +2% | +$14.7K | 0.28% | 47 |
|
|
2024
Q3 | $978K | Buy |
1,673
+28
| +2% | +$16.4K | 0.33% | 43 |
|
|
2024
Q2 | $838K | Buy |
1,645
+150
| +10% | +$76.4K | 0.29% | 47 |
|
|
2024
Q1 | $740K | Sell |
1,495
-98
| -6% | -$48.5K | 0.26% | 54 |
|
|
2023
Q4 | $839K | Hold |
1,593
| – | – | 0.34% | 46 |
|
|
2023
Q3 | $803K | Sell |
1,593
-150
| -9% | -$75.6K | 0.38% | 46 |
|
|
2023
Q2 | $838K | Sell |
1,743
-122
| -7% | -$58.6K | 0.38% | 49 |
|
|
2023
Q1 | $881K | Sell |
1,865
-10
| -0.5% | -$4.73K | 0.42% | 45 |
|
|
2022
Q4 | $994K | Sell |
1,875
-8
| -0.4% | -$4.24K | 0.49% | 41 |
|
|
2022
Q3 | $951K | Hold |
1,883
| – | – | 0.57% | 37 |
|
|
2022
Q2 | $967K | Hold |
1,883
| – | – | 0.57% | 29 |
|
|
2022
Q1 | $960K | Sell |
1,883
-10
| -0.5% | -$5.1K | 0.51% | 33 |
|
|
2021
Q4 | $951K | Hold |
1,893
| – | – | 0.46% | 36 |
|
|
2021
Q3 | $740K | Hold |
1,893
| – | – | 0.38% | 46 |
|
|
2021
Q2 | $758K | Buy |
1,893
+10
| +0.5% | +$4K | 0.4% | 45 |
|
|
2021
Q1 | $701K | Buy |
1,883
+25
| +1% | +$9.31K | 0.41% | 48 |
|
|
2020
Q4 | $652K | Sell |
1,858
-92
| -5% | -$32.3K | 0.41% | 48 |
|
|
2020
Q3 | $608K | Sell |
1,950
-141
| -7% | -$44K | 0.44% | 42 |
|
|
2020
Q2 | $617K | Sell |
2,091
-17
| -0.8% | -$5.02K | 0.48% | 43 |
|
|
2020
Q1 | $526K | Buy |
2,108
+1,090
| +107% | +$272K | 0.48% | 41 |
|
|
2019
Q4 | $299K | Buy |
+1,018
| New | +$299K | 0.22% | 74 |
|