Eads & Heald Wealth 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 | $1.14M | Sell |
3,646
-1,124
| -24% | -$351K | 0.56% | 78 |
|
|
2025
Q1 | $2.5M | Sell |
4,770
-87
| -2% | -$45.6K | 1.27% | 19 |
|
|
2024
Q4 | $2.46M | Sell |
4,857
-45
| -0.9% | -$22.8K | 1.21% | 23 |
|
|
2024
Q3 | $2.87M | Sell |
4,902
-321
| -6% | -$188K | 1.36% | 14 |
|
|
2024
Q2 | $2.66M | Sell |
5,223
-182
| -3% | -$92.7K | 1.29% | 17 |
|
|
2024
Q1 | $2.67M | Sell |
5,405
-345
| -6% | -$171K | 1.25% | 21 |
|
|
2023
Q4 | $3.03M | Sell |
5,750
-40
| -0.7% | -$21.1K | 1.46% | 9 |
|
|
2023
Q3 | $2.92M | Sell |
5,790
-64
| -1% | -$32.3K | 1.53% | 3 |
|
|
2023
Q2 | $2.81M | Sell |
5,854
-319
| -5% | -$153K | 1.38% | 11 |
|
|
2023
Q1 | $2.92M | Sell |
6,173
-56
| -0.9% | -$26.5K | 1.44% | 8 |
|
|
2022
Q4 | $3.3M | Sell |
6,229
-89
| -1% | -$47.2K | 1.68% | 1 |
|
|
2022
Q3 | $3.19M | Sell |
6,318
-46
| -0.7% | -$23.2K | 1.81% | 1 |
|
|
2022
Q2 | $3.27M | Sell |
6,364
-66
| -1% | -$33.9K | 1.76% | 1 |
|
|
2022
Q1 | $3.28M | Sell |
6,430
-121
| -2% | -$61.7K | 1.52% | 5 |
|
|
2021
Q4 | $3.29M | Sell |
6,551
-94
| -1% | -$47.2K | 1.43% | 5 |
|
|
2021
Q3 | $2.6M | Buy |
6,645
+1,761
| +36% | +$688K | 1.25% | 18 |
|
|
2021
Q2 | $1.96M | Sell |
4,884
-97
| -2% | -$38.8K | 0.95% | 50 |
|
|
2021
Q1 | $1.85M | Sell |
4,981
-160
| -3% | -$59.5K | 0.95% | 50 |
|
|
2020
Q4 | $1.8M | Sell |
5,141
-47
| -0.9% | -$16.5K | 0.97% | 46 |
|
|
2020
Q3 | $1.62M | Buy |
5,188
+27
| +0.5% | +$8.42K | 0.97% | 47 |
|
|
2020
Q2 | $1.52M | Sell |
5,161
-61
| -1% | -$18K | 0.92% | 53 |
|
|
2020
Q1 | $1.3M | Sell |
5,222
-190
| -4% | -$47.4K | 0.92% | 50 |
|
|
2019
Q4 | $1.59M | Buy |
5,412
+47
| +0.9% | +$13.8K | 0.84% | 58 |
|
|
2019
Q3 | $1.17M | Buy |
5,365
+45
| +0.8% | +$9.78K | 0.65% | 70 |
|
|
2019
Q2 | $1.3M | Sell |
5,320
-132
| -2% | -$32.2K | 0.73% | 65 |
|
|
2019
Q1 | $1.35M | Buy |
5,452
+23
| +0.4% | +$5.69K | 0.78% | 62 |
|
|
2018
Q4 | $1.35M | Sell |
5,429
-329
| -6% | -$81.9K | 0.9% | 53 |
|
|
2018
Q3 | $1.53M | Sell |
5,758
-105
| -2% | -$27.9K | 0.88% | 56 |
|
|
2018
Q2 | $1.44M | Buy |
5,863
+1,144
| +24% | +$281K | 0.89% | 55 |
|
|
2018
Q1 | $1.01M | Sell |
4,719
-50
| -1% | -$10.7K | 0.64% | 76 |
|
|
2017
Q4 | $1.05M | Sell |
4,769
-129
| -3% | -$28.4K | 0.62% | 79 |
|
|
2017
Q3 | $959K | Sell |
4,898
-593
| -11% | -$116K | 0.6% | 81 |
|
|
2017
Q2 | $1.02M | Sell |
5,491
-656
| -11% | -$122K | 0.65% | 75 |
|
|
2017
Q1 | $1.01M | Sell |
6,147
-205
| -3% | -$33.6K | 0.65% | 76 |
|
|
2016
Q4 | $1.02M | Sell |
6,352
-329
| -5% | -$52.7K | 0.69% | 72 |
|
|
2016
Q3 | $935K | Buy |
6,681
+105
| +2% | +$14.7K | 0.64% | 74 |
|
|
2016
Q2 | $929K | Sell |
6,576
-283
| -4% | -$40K | 0.64% | 75 |
|
|
2016
Q1 | $884K | Sell |
6,859
-400
| -6% | -$51.6K | 0.61% | 75 |
|
|
2015
Q4 | $854K | Buy |
7,259
+312
| +4% | +$36.7K | 0.59% | 74 |
|
|
2015
Q3 | $806K | Sell |
6,947
-278
| -4% | -$32.3K | 0.57% | 77 |
|
|
2015
Q2 | $881K | Sell |
7,225
-567
| -7% | -$69.1K | 0.58% | 79 |
|
|
2015
Q1 | $922K | Sell |
7,792
-1,350
| -15% | -$160K | 0.59% | 76 |
|
|
2014
Q4 | $924K | Sell |
9,142
-950
| -9% | -$96K | 0.59% | 77 |
|
|
2014
Q3 | $870K | Sell |
10,092
-56
| -0.6% | -$4.83K | 0.59% | 81 |
|
|
2014
Q2 | $830K | Sell |
10,148
-67
| -0.7% | -$5.48K | 0.55% | 79 |
|
|
2014
Q1 | $838K | Sell |
10,215
-640
| -6% | -$52.5K | 0.55% | 80 |
|
|
2013
Q4 | $817K | Sell |
10,855
-645
| -6% | -$48.5K | 0.54% | 79 |
|
|
2013
Q3 | $824K | Sell |
11,500
-1,865
| -14% | -$134K | 0.59% | 75 |
|
|
2013
Q2 | $875K | Buy |
+13,365
| New | +$875K | 0.62% | 75 |
|