Empirical Finance’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
34,763
+2,589
| +8% | +$808K | 0.57% | 28 |
|
|
2025
Q1 | $16.9M | Buy |
32,174
+356
| +1% | +$186K | 1.02% | 15 |
|
|
2024
Q4 | $16.1M | Sell |
31,818
-405
| -1% | -$205K | 0.93% | 15 |
|
|
2024
Q3 | $18.8M | Buy |
32,223
+692
| +2% | +$405K | 1.1% | 15 |
|
|
2024
Q2 | $16.1M | Sell |
31,531
-2,064
| -6% | -$1.05M | 1% | 14 |
|
|
2024
Q1 | $16.6M | Buy |
33,595
+1,120
| +3% | +$554K | 1.02% | 14 |
|
|
2023
Q4 | $17.1M | Buy |
32,475
+133
| +0.4% | +$70K | 1.19% | 13 |
|
|
2023
Q3 | $16.3M | Buy |
32,342
+2,962
| +10% | +$1.49M | 1.2% | 16 |
|
|
2023
Q2 | $14.1M | Buy |
29,380
+3,238
| +12% | +$1.56M | 1.09% | 16 |
|
|
2023
Q1 | $12.4M | Buy |
26,142
+1,356
| +5% | +$641K | 1.16% | 15 |
|
|
2022
Q4 | $13.1M | Buy |
24,786
+1,907
| +8% | +$1.01M | 1.36% | 10 |
|
|
2022
Q3 | $11.6M | Buy |
22,879
+3,684
| +19% | +$1.86M | 1.37% | 14 |
|
|
2022
Q2 | $9.86M | Sell |
19,195
-229
| -1% | -$118K | 1.26% | 13 |
|
|
2022
Q1 | $9.91M | Buy |
19,424
+1,950
| +11% | +$994K | 1.11% | 17 |
|
|
2021
Q4 | $8.77M | Buy |
17,474
+3,180
| +22% | +$1.6M | 1.04% | 17 |
|
|
2021
Q3 | $5.59M | Buy |
14,294
+672
| +5% | +$263K | 0.84% | 18 |
|
|
2021
Q2 | $5.46M | Buy |
13,622
+3,893
| +40% | +$1.56M | 0.89% | 18 |
|
|
2021
Q1 | $3.41M | Hold |
9,729
| – | – | 0.6% | 25 |
|
|
2020
Q4 | $3.41M | Buy |
9,729
+1,697
| +21% | +$595K | 0.6% | 25 |
|
|
2020
Q3 | $2.5M | Buy |
8,032
+1,702
| +27% | +$531K | 0.54% | 37 |
|
|
2020
Q2 | $1.87M | Buy |
6,330
+774
| +14% | +$228K | 0.48% | 44 |
|
|
2020
Q1 | $1.39M | Buy |
5,556
+1,947
| +54% | +$486K | 0.43% | 48 |
|
|
2019
Q4 | $1.06M | Buy |
3,609
+1,296
| +56% | +$381K | 0.26% | 91 |
|
|
2019
Q3 | $503K | Buy |
2,313
+43
| +2% | +$9.35K | 0.14% | 120 |
|
|
2019
Q2 | $554K | Buy |
2,270
+18
| +0.8% | +$4.39K | 0.15% | 108 |
|
|
2019
Q1 | $557K | Buy |
2,252
+523
| +30% | +$129K | 0.14% | 114 |
|
|
2018
Q4 | $431K | Sell |
1,729
-132
| -7% | -$32.9K | 0.13% | 106 |
|
|
2018
Q3 | $495K | Buy |
1,861
+219
| +13% | +$58.3K | 0.12% | 99 |
|
|
2018
Q2 | $403K | Sell |
1,642
-610
| -27% | -$150K | 0.1% | 93 |
|
|
2018
Q1 | $557K | Buy |
+2,252
| New | +$557K | 0.14% | 114 |
|
|
2017
Q1 | – | Sell |
-523
| Closed | -$84K | – | 540 |
|
|
2016
Q4 | $84K | Buy |
+523
| New | +$84K | 0.06% | 89 |
|