Equitable Holdings’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23M | Sell |
26,389
-653
| -2% | -$204K | 0.07% | 234 |
|
|
2025
Q1 | $14.2M | Buy |
27,042
+3,133
| +13% | +$1.64M | 0.13% | 138 |
|
|
2024
Q4 | $12.1M | Sell |
23,909
-6,534
| -21% | -$3.31M | 0.12% | 149 |
|
|
2024
Q3 | $17.8M | Buy |
30,443
+4,763
| +19% | +$2.78M | 0.17% | 112 |
|
|
2024
Q2 | $13.1M | Sell |
25,680
-270
| -1% | -$138K | 0.14% | 126 |
|
|
2024
Q1 | $12.8M | Buy |
25,950
+1,383
| +6% | +$684K | 0.14% | 120 |
|
|
2023
Q4 | $12.9M | Buy |
24,567
+3,481
| +17% | +$1.83M | 0.16% | 112 |
|
|
2023
Q3 | $10.6M | Buy |
21,086
+1,794
| +9% | +$905K | 0.15% | 116 |
|
|
2023
Q2 | $9.27M | Buy |
19,292
+5,504
| +40% | +$2.65M | 0.13% | 124 |
|
|
2023
Q1 | $6.52M | Buy |
13,788
+2,137
| +18% | +$1.01M | 0.1% | 147 |
|
|
2022
Q4 | $6.18M | Sell |
11,651
-153
| -1% | -$81.1K | 0.11% | 139 |
|
|
2022
Q3 | $5.96M | Buy |
11,804
+899
| +8% | +$454K | 0.12% | 132 |
|
|
2022
Q2 | $5.6M | Buy |
10,905
+685
| +7% | +$352K | 0.11% | 139 |
|
|
2022
Q1 | $5.21M | Buy |
10,220
+363
| +4% | +$185K | 0.09% | 151 |
|
|
2021
Q4 | $4.95M | Buy |
9,857
+912
| +10% | +$458K | 0.08% | 163 |
|
|
2021
Q3 | $3.5M | Buy |
8,945
+1,184
| +15% | +$463K | 0.06% | 190 |
|
|
2021
Q2 | $3.11M | Sell |
7,761
-454
| -6% | -$182K | 0.05% | 195 |
|
|
2021
Q1 | $3.06M | Buy |
8,215
+191
| +2% | +$71.1K | 0.06% | 180 |
|
|
2020
Q4 | $2.81M | Buy |
8,024
+63
| +0.8% | +$22.1K | 0.06% | 182 |
|
|
2020
Q3 | $2.48M | Sell |
7,961
-479
| -6% | -$149K | 0.06% | 178 |
|
|
2020
Q2 | $2.49M | Buy |
8,440
+636
| +8% | +$188K | 0.07% | 175 |
|
|
2020
Q1 | $1.95M | Buy |
7,804
+181
| +2% | +$45.1K | 0.07% | 172 |
|
|
2019
Q4 | $2.24M | Buy |
+7,623
| New | +$2.24M | 0.07% | 173 |
|