Donaldson Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.6M | Buy |
146,160
+36,200
| +33% | +$11.3M | 1.67% | 25 |
|
|
2025
Q1 | $57.6M | Buy |
109,960
+1,139
| +1% | +$597K | 2.18% | 19 |
|
|
2024
Q4 | $55M | Buy |
108,821
+1,936
| +2% | +$979K | 2.1% | 18 |
|
|
2024
Q3 | $62.5M | Buy |
106,885
+2,973
| +3% | +$1.74M | 2.4% | 14 |
|
|
2024
Q2 | $52.9M | Sell |
103,912
-155
| -0.1% | -$78.9K | 2.22% | 17 |
|
|
2024
Q1 | $51.5M | Buy |
104,067
+158
| +0.2% | +$78.2K | 2.14% | 19 |
|
|
2023
Q4 | $54.7M | Buy |
103,909
+10,390
| +11% | +$5.47M | 2.45% | 15 |
|
|
2023
Q3 | $47.2M | Buy |
93,519
+78,191
| +510% | +$39.4M | 2.22% | 19 |
|
|
2023
Q2 | $7.37M | Buy |
15,328
+82
| +0.5% | +$39.4K | 0.34% | 44 |
|
|
2023
Q1 | $7.2M | Sell |
15,246
-2,646
| -15% | -$1.25M | 0.34% | 45 |
|
|
2022
Q4 | $9.49M | Buy |
17,892
+1,066
| +6% | +$565K | 0.46% | 40 |
|
|
2022
Q3 | $8.5M | Buy |
16,826
+115
| +0.7% | +$58.1K | 0.47% | 41 |
|
|
2022
Q2 | $8.58M | Sell |
16,711
-366
| -2% | -$188K | 0.44% | 41 |
|
|
2022
Q1 | $8.71M | Buy |
17,077
+4,101
| +32% | +$2.09M | 0.4% | 47 |
|
|
2021
Q4 | $6.52M | Buy |
12,976
+6,584
| +103% | +$3.31M | 0.29% | 57 |
|
|
2021
Q3 | $2.5M | Sell |
6,392
-59
| -0.9% | -$23.1K | 0.13% | 78 |
|
|
2021
Q2 | $2.58M | Sell |
6,451
-269
| -4% | -$108K | 0.13% | 78 |
|
|
2021
Q1 | $2.5M | Sell |
6,720
-505
| -7% | -$188K | 0.14% | 77 |
|
|
2020
Q4 | $2.53M | Buy |
7,225
+825
| +13% | +$289K | 0.15% | 73 |
|
|
2020
Q3 | $2M | Sell |
6,400
-633
| -9% | -$197K | 0.13% | 74 |
|
|
2020
Q2 | $2.07M | Sell |
7,033
-41
| -0.6% | -$12.1K | 0.15% | 69 |
|
|
2020
Q1 | $1.76M | Sell |
7,074
-117
| -2% | -$29.2K | 0.15% | 68 |
|
|
2019
Q4 | $2.11M | Sell |
7,191
-503
| -7% | -$148K | 0.14% | 75 |
|
|
2019
Q3 | $1.67M | Sell |
7,694
-1,134
| -13% | -$246K | 0.12% | 81 |
|
|
2019
Q2 | $2.15M | Sell |
8,828
-8,340
| -49% | -$2.03M | 0.18% | 61 |
|
|
2019
Q1 | $4.25M | Sell |
17,168
-2,658
| -13% | -$657K | 0.38% | 45 |
|
|
2018
Q4 | $4.94M | Sell |
19,826
-2,113
| -10% | -$526K | 0.5% | 34 |
|
|
2018
Q3 | $5.84M | Buy |
21,939
+1,483
| +7% | +$395K | 0.51% | 38 |
|
|
2018
Q2 | $5.02M | Buy |
20,456
+397
| +2% | +$97.4K | 0.49% | 33 |
|
|
2018
Q1 | $4.29M | Sell |
20,059
-787
| -4% | -$168K | 0.42% | 39 |
|
|
2017
Q4 | $4.6M | Buy |
20,846
+303
| +1% | +$66.8K | 0.45% | 35 |
|
|
2017
Q3 | $4.02M | Buy |
20,543
+813
| +4% | +$159K | 0.42% | 36 |
|
|
2017
Q2 | $3.66M | Sell |
19,730
-224
| -1% | -$41.5K | 0.41% | 39 |
|
|
2017
Q1 | $3.27M | Sell |
19,954
-2,135
| -10% | -$350K | 0.38% | 40 |
|
|
2016
Q4 | $3.54M | Sell |
22,089
-1,173
| -5% | -$188K | 0.43% | 40 |
|
|
2016
Q3 | $3.26M | Sell |
23,262
-1,099
| -5% | -$154K | 0.43% | 40 |
|
|
2016
Q2 | $3.44M | Buy |
24,361
+1,324
| +6% | +$187K | 0.48% | 41 |
|
|
2016
Q1 | $2.97M | Buy |
23,037
+1,918
| +9% | +$247K | 0.43% | 38 |
|
|
2015
Q4 | $2.48M | Buy |
21,119
+402
| +2% | +$47.3K | 0.36% | 41 |
|
|
2015
Q3 | $2.4M | Buy |
20,717
+550
| +3% | +$63.8K | 0.36% | 42 |
|
|
2015
Q2 | $2.46M | Buy |
+20,167
| New | +$2.46M | 0.35% | 45 |
|