E&G 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 | $915K | Buy |
2,933
+5
| +0.2% | +$1.56K | 0.24% | 82 |
|
|
2025
Q1 | $1.53M | Sell |
2,928
-35
| -1% | -$18.3K | 0.43% | 50 |
|
|
2024
Q4 | $1.5M | Buy |
2,963
+30
| +1% | +$15.2K | 0.41% | 50 |
|
|
2024
Q3 | $1.71M | Hold |
2,933
| – | – | 0.47% | 40 |
|
|
2024
Q2 | $1.49M | Hold |
2,933
| – | – | 0.44% | 47 |
|
|
2024
Q1 | $1.45M | Buy |
2,933
+81
| +3% | +$40.1K | 0.46% | 49 |
|
|
2023
Q4 | $1.5M | Buy |
2,852
+2
| +0.1% | +$1.05K | 0.53% | 39 |
|
|
2023
Q3 | $1.44M | Sell |
2,850
-30
| -1% | -$15.1K | 0.53% | 46 |
|
|
2023
Q2 | $1.38M | Hold |
2,880
| – | – | 0.48% | 51 |
|
|
2023
Q1 | $1.36M | Sell |
2,880
-2,994
| -51% | -$1.41M | 0.5% | 47 |
|
|
2022
Q4 | $3.11M | Buy |
5,874
+125
| +2% | +$66.3K | 1.17% | 12 |
|
|
2022
Q3 | $2.9M | Hold |
5,749
| – | – | 1.07% | 16 |
|
|
2022
Q2 | $2.95M | Buy |
5,749
+150
| +3% | +$77K | 1% | 18 |
|
|
2022
Q1 | $2.86M | Hold |
5,599
| – | – | 0.78% | 20 |
|
|
2021
Q4 | $2.81M | Hold |
5,599
| – | – | 0.7% | 27 |
|
|
2021
Q3 | $2.19M | Buy |
+5,599
| New | +$2.19M | 0.59% | 36 |
|
|
2021
Q2 | – | Sell |
-5,544
| Closed | -$2.06M | – | 31 |
|
|
2021
Q1 | $2.06M | Buy |
5,544
+121
| +2% | +$45K | 0.6% | 32 |
|
|
2020
Q4 | $1.9M | Sell |
5,423
-60
| -1% | -$21K | 0.59% | 30 |
|
|
2020
Q3 | $1.71M | Buy |
5,483
+8
| +0.1% | +$2.49K | 0.59% | 26 |
|
|
2020
Q2 | $1.62M | Hold |
5,475
| – | – | 0.62% | 27 |
|
|
2020
Q1 | $1.37M | Sell |
5,475
-650
| -11% | -$162K | 0.67% | 26 |
|
|
2019
Q4 | $1.8M | Sell |
6,125
-300
| -5% | -$88.2K | 0.67% | 36 |
|
|
2019
Q3 | $1.4M | Hold |
6,425
| – | – | 0.56% | 44 |
|
|
2019
Q2 | $1.57M | Sell |
6,425
-300
| -4% | -$73.2K | 0.67% | 35 |
|
|
2019
Q1 | $1.66M | Sell |
6,725
-3,100
| -32% | -$767K | 0.73% | 31 |
|
|
2018
Q4 | $2.45M | Hold |
9,825
| – | – | 1.11% | 14 |
|
|
2018
Q3 | $2.61M | Buy |
9,825
+300
| +3% | +$79.8K | 0.99% | 14 |
|
|
2018
Q2 | $2.34M | Buy |
9,525
+300
| +3% | +$73.6K | 0.98% | 16 |
|
|
2018
Q1 | $1.97M | Sell |
9,225
-500
| -5% | -$107K | 0.85% | 22 |
|
|
2017
Q4 | $2.14M | Sell |
9,725
-1,300
| -12% | -$287K | 0.9% | 22 |
|
|
2017
Q3 | $2.16M | Sell |
11,025
-200
| -2% | -$39.2K | 0.97% | 20 |
|
|
2017
Q2 | $2.08M | Sell |
11,225
-1,700
| -13% | -$315K | 1% | 23 |
|
|
2017
Q1 | $2.12M | Buy |
12,925
+900
| +7% | +$148K | 1.09% | 20 |
|
|
2016
Q4 | $1.92M | Sell |
12,025
-600
| -5% | -$96K | 1.14% | 16 |
|
|
2016
Q3 | $1.77M | Sell |
12,625
-10,425
| -45% | -$1.46M | 1.04% | 19 |
|
|
2016
Q2 | $3.26M | Buy |
23,050
+200
| +0.9% | +$28.2K | 1.98% | 9 |
|
|
2016
Q1 | $2.95M | Sell |
22,850
-25
| -0.1% | -$3.22K | 1.92% | 12 |
|
|
2015
Q4 | $2.69M | Buy |
22,875
+100
| +0.4% | +$11.8K | 1.61% | 14 |
|
|
2015
Q3 | $2.64M | Buy |
22,775
+5,500
| +32% | +$638K | 1.68% | 15 |
|
|
2015
Q2 | $2.11M | Buy |
17,275
+2,920
| +20% | +$356K | 1.23% | 23 |
|
|
2015
Q1 | $1.7M | Buy |
14,355
+1,300
| +10% | +$154K | 1% | 27 |
|
|
2014
Q4 | $1.32M | Hold |
13,055
| – | – | 0.86% | 34 |
|
|
2014
Q3 | $1.13M | Hold |
13,055
| – | – | 0.72% | 44 |
|
|
2014
Q2 | $1.07M | Buy |
13,055
+480
| +4% | +$39.2K | 0.69% | 49 |
|
|
2014
Q1 | $1.03M | Buy |
12,575
+6,350
| +102% | +$521K | 0.81% | 43 |
|
|
2013
Q4 | $469K | Buy |
+6,225
| New | +$469K | 0.44% | 57 |
|