Empire Life Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
8,099
-4,223
| -34% | -$1.32M | 0.16% | 83 |
|
|
2025
Q1 | $6.45M | Buy |
12,322
+227
| +2% | +$119K | 0.42% | 65 |
|
|
2024
Q4 | $6.12M | Sell |
12,095
-2,430
| -17% | -$1.23M | 0.38% | 65 |
|
|
2024
Q3 | $8.49M | Sell |
14,525
-253
| -2% | -$148K | 0.52% | 57 |
|
|
2024
Q2 | $7.53M | Sell |
14,778
-439
| -3% | -$224K | 0.47% | 56 |
|
|
2024
Q1 | $7.53M | Sell |
15,217
-479
| -3% | -$237K | 0.46% | 57 |
|
|
2023
Q4 | $8.26M | Sell |
15,696
-162
| -1% | -$85.3K | 0.53% | 54 |
|
|
2023
Q3 | $8M | Hold |
15,858
| – | – | 0.59% | 48 |
|
|
2023
Q2 | $7.62M | Hold |
15,858
| – | – | 0.52% | 51 |
|
|
2023
Q1 | $7.49M | Sell |
15,858
-203
| -1% | -$95.9K | 0.53% | 47 |
|
|
2022
Q4 | $8.52M | Sell |
16,061
-624
| -4% | -$331K | 0.58% | 45 |
|
|
2022
Q3 | $8.43M | Sell |
16,685
-200
| -1% | -$101K | 0.64% | 46 |
|
|
2022
Q2 | $8.67M | Hold |
16,885
| – | – | 0.63% | 46 |
|
|
2022
Q1 | $8.61M | Sell |
16,885
-75
| -0.4% | -$38.2K | 0.55% | 49 |
|
|
2021
Q4 | $8.52M | Hold |
16,960
| – | – | 0.52% | 50 |
|
|
2021
Q3 | $6.63M | Sell |
16,960
-654
| -4% | -$256K | 0.43% | 54 |
|
|
2021
Q2 | $7.05M | Buy |
17,614
+121
| +0.7% | +$48.5K | 0.45% | 53 |
|
|
2021
Q1 | $6.51M | Sell |
17,493
-543
| -3% | -$202K | 0.45% | 53 |
|
|
2020
Q4 | $6.33M | Buy |
18,036
+261
| +1% | +$91.5K | 0.45% | 56 |
|
|
2020
Q3 | $5.54M | Buy |
17,775
+42
| +0.2% | +$13.1K | 0.45% | 53 |
|
|
2020
Q2 | $5.23M | Buy |
17,733
+1,421
| +9% | +$419K | 0.46% | 50 |
|
|
2020
Q1 | $4.07M | Sell |
16,312
-122
| -0.7% | -$30.4K | 0.37% | 58 |
|
|
2019
Q4 | $4.83M | Buy |
16,434
+890
| +6% | +$262K | 0.37% | 60 |
|
|
2019
Q3 | $3.38M | Sell |
15,544
-10,515
| -40% | -$2.29M | 0.28% | 64 |
|
|
2019
Q2 | $6.36M | Buy |
26,059
+586
| +2% | +$143K | 0.51% | 60 |
|
|
2019
Q1 | $6.3M | Buy |
25,473
+3,763
| +17% | +$930K | 0.53% | 53 |
|
|
2018
Q4 | $5.41M | Buy |
21,710
+193
| +0.9% | +$48.1K | 0.49% | 59 |
|
|
2018
Q3 | $5.72M | Buy |
21,517
+296
| +1% | +$78.7K | 0.44% | 62 |
|
|
2018
Q2 | $5.21M | Buy |
21,221
+335
| +2% | +$82.2K | 0.37% | 65 |
|
|
2018
Q1 | $4.47M | Sell |
20,886
-1,692
| -7% | -$362K | 0.32% | 77 |
|
|
2017
Q4 | $4.98M | Sell |
22,578
-512
| -2% | -$113K | 0.38% | 61 |
|
|
2017
Q3 | $4.52M | Buy |
23,090
+187
| +0.8% | +$36.6K | 0.37% | 66 |
|
|
2017
Q2 | $4.25M | Sell |
22,903
-2,268
| -9% | -$420K | 0.37% | 65 |
|
|
2017
Q1 | $3.53M | Buy |
25,171
+949
| +4% | +$133K | 0.34% | 68 |
|
|
2016
Q4 | $3.82M | Buy |
+24,222
| New | +$3.82M | 0.31% | 60 |
|