Essex Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
9,515
-2,210
| -19% | -$689K | 0.19% | 119 |
|
|
2025
Q1 | $6.14M | Sell |
11,725
-839
| -7% | -$439K | 0.44% | 51 |
|
|
2024
Q4 | $6.36M | Sell |
12,564
-655
| -5% | -$331K | 0.45% | 48 |
|
|
2024
Q3 | $7.53M | Sell |
13,219
-585
| -4% | -$333K | 0.54% | 36 |
|
|
2024
Q2 | $7.82M | Buy |
13,804
+2,659
| +24% | +$1.51M | 0.58% | 35 |
|
|
2024
Q1 | $5.51M | Sell |
11,145
-488
| -4% | -$241K | 0.51% | 44 |
|
|
2023
Q4 | $6.12M | Sell |
11,633
-395
| -3% | -$208K | 0.63% | 33 |
|
|
2023
Q3 | $6.06M | Sell |
12,028
-122
| -1% | -$61.5K | 0.7% | 32 |
|
|
2023
Q2 | $5.84M | Sell |
12,150
-2,326
| -16% | -$1.12M | 0.66% | 37 |
|
|
2023
Q1 | $6.84M | Sell |
14,476
-1,497
| -9% | -$707K | 0.72% | 25 |
|
|
2022
Q4 | $8.47M | Sell |
15,973
-1,458
| -8% | -$773K | 0.9% | 22 |
|
|
2022
Q3 | $8.8M | Buy |
17,431
+863
| +5% | +$436K | 1.05% | 17 |
|
|
2022
Q2 | $8.51M | Sell |
16,568
-167
| -1% | -$85.8K | 0.95% | 21 |
|
|
2022
Q1 | $8.54M | Sell |
16,735
-912
| -5% | -$465K | 0.82% | 23 |
|
|
2021
Q4 | $8.86M | Buy |
17,647
+4,382
| +33% | +$2.2M | 0.88% | 16 |
|
|
2021
Q3 | $5.18M | Buy |
13,265
+3,477
| +36% | +$1.36M | 0.59% | 38 |
|
|
2021
Q2 | $3.64M | Hold |
9,788
| – | – | 0.53% | 42 |
|
|
2021
Q1 | $3.64M | Sell |
9,788
-898
| -8% | -$334K | 0.65% | 39 |
|
|
2020
Q4 | $3.75M | Buy |
10,686
+563
| +6% | +$197K | 0.74% | 32 |
|
|
2020
Q3 | $3.16M | Buy |
10,123
+295
| +3% | +$92K | 0.78% | 32 |
|
|
2020
Q2 | $2.9M | Sell |
9,828
-391
| -4% | -$115K | 0.89% | 25 |
|
|
2020
Q1 | $2.55M | Sell |
10,219
-341
| -3% | -$85.1K | 0.91% | 26 |
|
|
2019
Q4 | $3.11M | Buy |
10,560
+211
| +2% | +$62K | 0.86% | 29 |
|
|
2019
Q3 | $2.25M | Buy |
10,349
+544
| +6% | +$118K | 0.72% | 38 |
|
|
2019
Q2 | $2.39M | Buy |
9,805
+1,755
| +22% | +$428K | 0.71% | 40 |
|
|
2019
Q1 | $1.99M | Sell |
8,050
-1,422
| -15% | -$352K | 0.6% | 50 |
|
|
2018
Q4 | $2.36M | Sell |
9,472
-829
| -8% | -$207K | 0.72% | 38 |
|
|
2018
Q3 | $2.74M | Buy |
10,301
+335
| +3% | +$89.1K | 0.6% | 45 |
|
|
2018
Q2 | $2.45M | Buy |
9,966
+16
| +0.2% | +$3.93K | 0.59% | 47 |
|
|
2018
Q1 | $2.13M | Buy |
9,950
+145
| +1% | +$31K | 0.42% | 61 |
|
|
2017
Q4 | $2.16M | Buy |
9,805
+1,194
| +14% | +$263K | 0.51% | 53 |
|
|
2017
Q3 | $1.69M | Sell |
8,611
-235
| -3% | -$46K | 0.41% | 64 |
|
|
2017
Q2 | $1.64M | Buy |
8,846
+967
| +12% | +$179K | 0.35% | 74 |
|
|
2017
Q1 | $1.29M | Sell |
7,879
-1,670
| -17% | -$274K | 0.3% | 84 |
|
|
2016
Q4 | $1.53M | Buy |
9,549
+536
| +6% | +$85.8K | 0.33% | 75 |
|
|
2016
Q3 | $1.26M | Sell |
9,013
-311
| -3% | -$43.5K | 0.3% | 87 |
|
|
2016
Q2 | $1.32M | Sell |
9,324
-1,280
| -12% | -$181K | 0.32% | 82 |
|
|
2016
Q1 | $1.37M | Sell |
10,604
-484
| -4% | -$62.4K | 0.34% | 75 |
|
|
2015
Q4 | $1.3M | Buy |
11,088
+811
| +8% | +$95.4K | 0.31% | 81 |
|
|
2015
Q3 | $1.19M | Sell |
10,277
-198
| -2% | -$23K | 0.31% | 81 |
|
|
2015
Q2 | $1.28M | Buy |
10,475
+20
| +0.2% | +$2.44K | 0.33% | 78 |
|
|
2015
Q1 | $1.24M | Sell |
10,455
-100
| -0.9% | -$11.8K | 0.32% | 80 |
|
|
2014
Q4 | $1.07M | Buy |
10,555
+1,648
| +19% | +$167K | 0.28% | 92 |
|
|
2014
Q3 | $768K | Sell |
8,907
-175
| -2% | -$15.1K | 0.23% | 107 |
|
|
2014
Q2 | $742K | Sell |
9,082
-415
| -4% | -$33.9K | 0.22% | 110 |
|
|
2014
Q1 | $779K | Sell |
9,497
-28
| -0.3% | -$2.3K | 0.25% | 98 |
|
|
2013
Q4 | $717K | Buy |
9,525
+225
| +2% | +$16.9K | 0.24% | 103 |
|
|
2013
Q3 | $666 | Sell |
9,300
-368
| -4% | -$26 | 0.21% | 102 |
|
|
2013
Q2 | $633K | Buy |
+9,668
| New | +$633K | 0.22% | 105 |
|