Ellis Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
3,555
+243
| +7% | +$75.8K | 0.22% | 93 |
|
|
2025
Q1 | $1.73M | Buy |
3,312
+178
| +6% | +$93.2K | 0.36% | 62 |
|
|
2024
Q4 | $1.59M | Sell |
3,134
-7
| -0.2% | -$3.54K | 0.31% | 67 |
|
|
2024
Q3 | $1.84M | Buy |
3,141
+26
| +0.8% | +$15.2K | 0.36% | 62 |
|
|
2024
Q2 | $1.59M | Buy |
3,115
+353
| +13% | +$180K | 0.34% | 62 |
|
|
2024
Q1 | $1.37M | Sell |
2,762
-6
| -0.2% | -$2.97K | 0.3% | 69 |
|
|
2023
Q4 | $1.46M | Sell |
2,768
-45
| -2% | -$23.7K | 0.34% | 66 |
|
|
2023
Q3 | $1.42M | Buy |
2,813
+94
| +3% | +$47.4K | 0.36% | 66 |
|
|
2023
Q2 | $1.31M | Buy |
2,719
+69
| +3% | +$33.2K | 0.32% | 74 |
|
|
2023
Q1 | $1.25M | Buy |
2,650
+224
| +9% | +$106K | 0.32% | 74 |
|
|
2022
Q4 | $1.29M | Buy |
2,426
+5
| +0.2% | +$2.65K | 0.35% | 70 |
|
|
2022
Q3 | $1.22M | Sell |
2,421
-1,669
| -41% | -$843K | 0.34% | 70 |
|
|
2022
Q2 | $2.1M | Sell |
4,090
-232
| -5% | -$119K | 0.56% | 43 |
|
|
2022
Q1 | $2.2M | Sell |
4,322
-116
| -3% | -$59.2K | 0.52% | 44 |
|
|
2021
Q4 | $2.23M | Sell |
4,438
-264
| -6% | -$133K | 0.51% | 43 |
|
|
2021
Q3 | $1.84M | Sell |
4,702
-129
| -3% | -$50.4K | 0.46% | 44 |
|
|
2021
Q2 | $1.93M | Buy |
4,831
+85
| +2% | +$34K | 0.49% | 44 |
|
|
2021
Q1 | $1.77M | Buy |
4,746
+4,144
| +688% | +$1.54M | 0.49% | 45 |
|
|
2020
Q4 | $211K | Hold |
602
| – | – | 0.06% | 179 |
|
|
2020
Q3 | $187K | Buy |
602
+32
| +6% | +$9.94K | 0.07% | 180 |
|
|
2020
Q2 | $169K | Buy |
570
+2
| +0.4% | +$593 | 0.06% | 178 |
|
|
2020
Q1 | $134K | Buy |
568
+35
| +7% | +$8.26K | 0.06% | 158 |
|
|
2019
Q4 | $155K | Buy |
533
+52
| +11% | +$15.1K | 0.05% | 177 |
|
|
2019
Q3 | $104K | Buy |
481
+34
| +8% | +$7.35K | 0.04% | 227 |
|
|
2019
Q2 | $108K | Buy |
+447
| New | +$108K | 0.04% | 216 |
|