Duncker Streett & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
10,961
-1,826
| -14% | -$570K | 0.62% | 40 |
|
|
2025
Q1 | $6.7M | Sell |
12,787
-190
| -1% | -$99.5K | 1.33% | 19 |
|
|
2024
Q4 | $6.56M | Sell |
12,977
-221
| -2% | -$112K | 1.22% | 19 |
|
|
2024
Q3 | $7.72M | Sell |
13,198
-670
| -5% | -$392K | 1.41% | 14 |
|
|
2024
Q2 | $7.06M | Sell |
13,868
-164
| -1% | -$83.5K | 1.36% | 16 |
|
|
2024
Q1 | $6.94M | Buy |
14,032
+501
| +4% | +$248K | 1.37% | 16 |
|
|
2023
Q4 | $7.12M | Buy |
13,531
+1,220
| +10% | +$642K | 1.5% | 13 |
|
|
2023
Q3 | $6.21M | Sell |
12,311
-50
| -0.4% | -$25.2K | 1.44% | 15 |
|
|
2023
Q2 | $5.94M | Buy |
12,361
+168
| +1% | +$80.7K | 1.33% | 16 |
|
|
2023
Q1 | $5.76M | Buy |
12,193
+192
| +2% | +$90.7K | 1.37% | 16 |
|
|
2022
Q4 | $6.36M | Buy |
12,001
+201
| +2% | +$107K | 1.54% | 9 |
|
|
2022
Q3 | $5.96M | Hold |
11,800
| – | – | 1.55% | 10 |
|
|
2022
Q2 | $6.06M | Buy |
11,800
+1,360
| +13% | +$699K | 1.45% | 12 |
|
|
2022
Q1 | $5.32M | Sell |
10,440
-100
| -0.9% | -$51K | 1.06% | 19 |
|
|
2021
Q4 | $5.29M | Hold |
10,540
| – | – | 0.91% | 26 |
|
|
2021
Q3 | $4.12M | Sell |
10,540
-100
| -0.9% | -$39.1K | 0.78% | 35 |
|
|
2021
Q2 | $4.26M | Sell |
10,640
-20
| -0.2% | -$8.01K | 0.79% | 38 |
|
|
2021
Q1 | $3.97M | Buy |
10,660
+295
| +3% | +$110K | 0.76% | 40 |
|
|
2020
Q4 | $3.64M | Buy |
10,365
+105
| +1% | +$36.8K | 0.7% | 47 |
|
|
2020
Q3 | $3.2M | Sell |
10,260
-20
| -0.2% | -$6.24K | 0.7% | 42 |
|
|
2020
Q2 | $3.03M | Sell |
10,280
-1,691
| -14% | -$499K | 0.72% | 41 |
|
|
2020
Q1 | $2.99M | Sell |
11,971
-54
| -0.4% | -$13.5K | 0.8% | 35 |
|
|
2019
Q4 | $3.54M | Sell |
12,025
-221
| -2% | -$65K | 0.74% | 43 |
|
|
2019
Q3 | $2.66M | Buy |
12,246
+111
| +0.9% | +$24.1K | 0.62% | 58 |
|
|
2019
Q2 | $2.96M | Buy |
12,135
+2,221
| +22% | +$542K | 0.66% | 47 |
|
|
2019
Q1 | $2.45M | Buy |
9,914
+76
| +0.8% | +$18.8K | 0.56% | 59 |
|
|
2018
Q4 | $2.45M | Buy |
9,838
+1,236
| +14% | +$308K | 0.66% | 44 |
|
|
2018
Q3 | $2.29M | Buy |
8,602
+161
| +2% | +$42.8K | 0.52% | 57 |
|
|
2018
Q2 | $2.07M | Buy |
8,441
+1,771
| +27% | +$435K | 0.51% | 58 |
|
|
2018
Q1 | $1.43M | Buy |
6,670
+2,670
| +67% | +$571K | 0.36% | 88 |
|
|
2017
Q4 | $882K | Buy |
4,000
+1,951
| +95% | +$430K | 0.23% | 125 |
|
|
2017
Q3 | $402K | Buy |
2,049
+1
| +0% | +$196 | 0.12% | 188 |
|
|
2017
Q2 | $380K | Sell |
2,048
-974
| -32% | -$181K | 0.12% | 194 |
|
|
2017
Q1 | $495K | Buy |
3,022
+1
| +0% | +$164 | 0.16% | 160 |
|
|
2016
Q4 | $483K | Buy |
3,021
+1
| +0% | +$160 | 0.16% | 152 |
|
|
2016
Q3 | $423K | Buy |
3,020
+110
| +4% | +$15.4K | 0.15% | 165 |
|
|
2016
Q2 | $411K | Hold |
2,910
| – | – | 0.15% | 163 |
|
|
2016
Q1 | $375K | Buy |
2,910
+135
| +5% | +$17.4K | 0.14% | 168 |
|
|
2015
Q4 | $327K | Hold |
2,775
| – | – | 0.12% | 176 |
|
|
2015
Q3 | $322K | Hold |
2,775
| – | – | 0.13% | 179 |
|
|
2015
Q2 | $339K | Hold |
2,775
| – | – | 0.12% | 188 |
|
|
2015
Q1 | $328K | Hold |
2,775
| – | – | 0.11% | 194 |
|
|
2014
Q4 | $281K | Hold |
2,775
| – | – | 0.09% | 214 |
|
|
2014
Q3 | $239K | Hold |
2,775
| – | – | 0.08% | 232 |
|
|
2014
Q2 | $227K | Sell |
2,775
-125
| -4% | -$10.2K | 0.07% | 240 |
|
|
2014
Q1 | $238K | Hold |
2,900
| – | – | 0.08% | 232 |
|
|
2013
Q4 | $218K | Buy |
2,900
+1,100
| +61% | +$82.7K | 0.08% | 235 |
|
|
2013
Q3 | $129K | Hold |
1,800
| – | – | 0.05% | 265 |
|
|
2013
Q2 | $118K | Buy |
+1,800
| New | +$118K | 0.05% | 278 |
|