Douglass Winthrop 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 | $632K | Sell |
2,026
-9,662
| -83% | -$3.01M | 0.01% | 176 |
|
|
2025
Q1 | $6.12M | Sell |
11,688
-83,739
| -88% | -$43.9M | 0.12% | 66 |
|
|
2024
Q4 | $48.3M | Sell |
95,427
-131,732
| -58% | -$66.6M | 0.94% | 32 |
|
|
2024
Q3 | $133M | Buy |
227,159
+410
| +0.2% | +$240K | 2.53% | 13 |
|
|
2024
Q2 | $115M | Buy |
226,749
+11,291
| +5% | +$5.75M | 2.36% | 14 |
|
|
2024
Q1 | $107M | Buy |
215,458
+6,487
| +3% | +$3.21M | 2.19% | 21 |
|
|
2023
Q4 | $110M | Buy |
208,971
+245
| +0.1% | +$129K | 2.46% | 16 |
|
|
2023
Q3 | $105M | Buy |
208,726
+4,556
| +2% | +$2.3M | 2.61% | 11 |
|
|
2023
Q2 | $98.1M | Buy |
204,170
+6,766
| +3% | +$3.25M | 2.34% | 16 |
|
|
2023
Q1 | $93.3M | Buy |
197,404
+11,493
| +6% | +$5.43M | 2.42% | 15 |
|
|
2022
Q4 | $98.6M | Buy |
185,911
+2,025
| +1% | +$1.07M | 2.7% | 12 |
|
|
2022
Q3 | $92.9M | Buy |
183,886
+2,458
| +1% | +$1.24M | 2.8% | 12 |
|
|
2022
Q2 | $93.2M | Buy |
181,428
+3,432
| +2% | +$1.76M | 2.62% | 11 |
|
|
2022
Q1 | $90.8M | Buy |
177,996
+65,155
| +58% | +$33.2M | 2.14% | 17 |
|
|
2021
Q4 | $56.7M | Buy |
112,841
+99,698
| +759% | +$50.1M | 1.27% | 31 |
|
|
2021
Q3 | $5.14M | Sell |
13,143
-266
| -2% | -$104K | 0.13% | 66 |
|
|
2021
Q2 | $5.37M | Sell |
13,409
-135
| -1% | -$54.1K | 0.13% | 60 |
|
|
2021
Q1 | $5.04M | Sell |
13,544
-3,021
| -18% | -$1.12M | 0.14% | 59 |
|
|
2020
Q4 | $5.81M | Buy |
16,565
+67
| +0.4% | +$23.5K | 0.17% | 51 |
|
|
2020
Q3 | $5.14M | Sell |
16,498
-1,996
| -11% | -$622K | 0.17% | 53 |
|
|
2020
Q2 | $5.46M | Sell |
18,494
-678
| -4% | -$200K | 0.2% | 46 |
|
|
2020
Q1 | $4.78M | Sell |
19,172
-11,265
| -37% | -$2.81M | 0.21% | 47 |
|
|
2019
Q4 | $8.95M | Sell |
30,437
-1,192
| -4% | -$350K | 0.32% | 48 |
|
|
2019
Q3 | $6.87M | Buy |
31,629
+708
| +2% | +$154K | 0.26% | 51 |
|
|
2019
Q2 | $7.55M | Sell |
30,921
-245
| -0.8% | -$59.8K | 0.3% | 49 |
|
|
2019
Q1 | $7.71M | Sell |
31,166
-3,493
| -10% | -$864K | 0.34% | 50 |
|
|
2018
Q4 | $8.63M | Buy |
34,659
+184
| +0.5% | +$45.8K | 0.43% | 41 |
|
|
2018
Q3 | $9.17M | Sell |
34,475
-1,308
| -4% | -$348K | 0.41% | 44 |
|
|
2018
Q2 | $8.78M | Buy |
35,783
+90
| +0.3% | +$22.1K | 0.39% | 46 |
|
|
2018
Q1 | $7.64M | Buy |
35,693
+29,187
| +449% | +$6.25M | 0.37% | 53 |
|
|
2017
Q4 | $1.43M | Sell |
6,506
-474
| -7% | -$104K | 0.08% | 107 |
|
|
2017
Q3 | $1.37M | Buy |
6,980
+930
| +15% | +$182K | 0.08% | 107 |
|
|
2017
Q2 | $1.12M | Hold |
6,050
| – | – | 0.07% | 113 |
|
|
2017
Q1 | $992K | Sell |
6,050
-1,453
| -19% | -$238K | 0.06% | 119 |
|
|
2016
Q4 | $1.2M | Buy |
7,503
+1,425
| +23% | +$228K | 0.08% | 111 |
|
|
2016
Q3 | $851K | Buy |
6,078
+284
| +5% | +$39.8K | 0.06% | 124 |
|
|
2016
Q2 | $818K | Hold |
5,794
| – | – | 0.06% | 127 |
|
|
2016
Q1 | $747K | Hold |
5,794
| – | – | 0.05% | 131 |
|
|
2015
Q4 | $682K | Buy |
5,794
+1,278
| +28% | +$150K | 0.05% | 144 |
|
|
2015
Q3 | $524K | Hold |
4,516
| – | – | 0.04% | 154 |
|
|
2015
Q2 | $534K | Hold |
4,516
| – | – | 0.04% | 162 |
|
|
2015
Q1 | $534K | Buy |
4,516
+730
| +19% | +$86.3K | 0.04% | 162 |
|
|
2014
Q4 | $383K | Buy |
3,786
+251
| +7% | +$25.4K | 0.03% | 153 |
|
|
2014
Q3 | $305K | Buy |
3,535
+235
| +7% | +$20.3K | 0.03% | 163 |
|
|
2014
Q2 | $270K | Hold |
3,300
| – | – | 0.02% | 165 |
|
|
2014
Q1 | $271K | Hold |
3,300
| – | – | 0.03% | 164 |
|
|
2013
Q4 | $248K | Sell |
3,300
-150
| -4% | -$11.3K | 0.03% | 161 |
|
|
2013
Q3 | $247K | Hold |
3,450
| – | – | 0.03% | 155 |
|
|
2013
Q2 | $226K | Buy |
+3,450
| New | +$226K | 0.03% | 161 |
|