Ellenbecker Investment Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
3,724
-556
| -13% | -$173K | 0.19% | 36 |
|
|
2025
Q1 | $2.24M | Buy |
4,280
+233
| +6% | +$122K | 0.4% | 23 |
|
|
2024
Q4 | $2.05M | Sell |
4,047
-6
| -0.1% | -$3.04K | 0.37% | 28 |
|
|
2024
Q3 | $2.37M | Sell |
4,053
-249
| -6% | -$146K | 0.45% | 24 |
|
|
2024
Q2 | $2.19M | Buy |
4,302
+142
| +3% | +$72.3K | 0.44% | 24 |
|
|
2024
Q1 | $2.06M | Buy |
4,160
+44
| +1% | +$21.8K | 0.43% | 25 |
|
|
2023
Q4 | $2.17M | Sell |
4,116
-16
| -0.4% | -$8.42K | 0.5% | 23 |
|
|
2023
Q3 | $2.08M | Buy |
4,132
+3,388
| +455% | +$1.71M | 0.54% | 23 |
|
|
2023
Q2 | $357K | Buy |
744
+62
| +9% | +$29.8K | 0.09% | 65 |
|
|
2023
Q1 | $322K | Buy |
682
+34
| +5% | +$16.1K | 0.09% | 68 |
|
|
2022
Q4 | $343K | Buy |
648
+1
| +0.2% | +$529 | 0.1% | 60 |
|
|
2022
Q3 | $326K | Buy |
647
+41
| +7% | +$20.7K | 0.1% | 57 |
|
|
2022
Q2 | $311K | Buy |
606
+52
| +9% | +$26.7K | 0.1% | 63 |
|
|
2022
Q1 | $282K | Buy |
554
+105
| +23% | +$53.4K | 0.08% | 70 |
|
|
2021
Q4 | $225K | Buy |
+449
| New | +$225K | 0.06% | 81 |
|