EP Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2M | Sell |
80,846
-2,295
| -3% | -$716K | 0.17% | 103 |
|
|
2025
Q1 | $43.5M | Sell |
83,141
-403
| -0.5% | -$211K | 0.35% | 62 |
|
|
2024
Q4 | $42.3M | Sell |
83,544
-3,106
| -4% | -$1.57M | 0.34% | 61 |
|
|
2024
Q3 | $50.7M | Buy |
86,650
+2,999
| +4% | +$1.75M | 0.44% | 55 |
|
|
2024
Q2 | $42.6M | Buy |
83,651
+4,113
| +5% | +$2.09M | 0.45% | 56 |
|
|
2024
Q1 | $39.3M | Buy |
79,538
+35,198
| +79% | +$17.4M | 0.46% | 57 |
|
|
2023
Q4 | $23.3M | Buy |
44,340
+531
| +1% | +$280K | 0.3% | 74 |
|
|
2023
Q3 | $22.1M | Buy |
43,809
+35,865
| +451% | +$18.1M | 0.34% | 71 |
|
|
2023
Q2 | $23M | Buy |
7,944
+6,991
| +734% | +$20.3M | 0.33% | 66 |
|
|
2023
Q1 | $520K | Sell |
953
-46,443
| -98% | -$25.3M | 0.01% | 398 |
|
|
2022
Q4 | $25.1M | Buy |
47,396
+2,986
| +7% | +$1.58M | 0.45% | 57 |
|
|
2022
Q3 | $22.4M | Buy |
44,410
+14,599
| +49% | +$7.37M | 0.51% | 52 |
|
|
2022
Q2 | $15.3M | Buy |
29,811
+2,102
| +8% | +$1.08M | 0.34% | 63 |
|
|
2022
Q1 | $14.1M | Sell |
27,709
-236
| -0.8% | -$120K | 0.31% | 66 |
|
|
2021
Q4 | $14M | Sell |
27,945
-1,716
| -6% | -$862K | 0.33% | 59 |
|
|
2021
Q3 | $11.6M | Sell |
29,661
-1,911
| -6% | -$747K | 0.32% | 58 |
|
|
2021
Q2 | $12.6M | Sell |
31,572
-2,243
| -7% | -$898K | 0.35% | 58 |
|
|
2021
Q1 | $12.6M | Buy |
33,815
+31,357
| +1,276% | +$11.7M | 0.4% | 55 |
|
|
2020
Q4 | $862K | Buy |
2,458
+250
| +11% | +$87.7K | 0.03% | 207 |
|
|
2020
Q3 | $688K | Sell |
2,208
-1,423
| -39% | -$443K | 0.03% | 197 |
|
|
2020
Q2 | $1.07M | Buy |
3,631
+1,136
| +46% | +$335K | 0.05% | 169 |
|
|
2020
Q1 | $622K | Buy |
2,495
+1,545
| +163% | +$385K | 0.03% | 230 |
|
|
2019
Q4 | $279K | Buy |
+950
| New | +$279K | 0.01% | 341 |
|
|
2019
Q3 | – | Sell |
-1,401
| Closed | -$342K | – | 370 |
|
|
2019
Q2 | $342K | Sell |
1,401
-14
| -1% | -$3.42K | 0.02% | 222 |
|
|
2019
Q1 | $350K | Buy |
+1,415
| New | +$350K | 0.03% | 190 |
|