ECM
Estabrook Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
9,481
-5,353
| -36% | -$1.67M | 0.46% | 55 |
|
|
2025
Q1 | $7.77M | Sell |
14,834
-396
| -3% | -$207K | 1.26% | 22 |
|
|
2024
Q4 | $7.7M | Sell |
15,230
-2,201
| -13% | -$1.11M | 1.19% | 24 |
|
|
2024
Q3 | $10.2M | Sell |
17,431
-275
| -2% | -$161K | 1.52% | 18 |
|
|
2024
Q2 | $9.02M | Sell |
17,706
-157
| -0.9% | -$80K | 1.39% | 20 |
|
|
2024
Q1 | $8.84M | Sell |
17,863
-529
| -3% | -$262K | 1.37% | 22 |
|
|
2023
Q4 | $9.68M | Sell |
18,392
-236
| -1% | -$124K | 1.58% | 17 |
|
|
2023
Q3 | $9.39M | Sell |
18,628
-126
| -0.7% | -$63.5K | 1.65% | 17 |
|
|
2023
Q2 | $9.01M | Buy |
18,754
+31
| +0.2% | +$14.9K | 1.5% | 20 |
|
|
2023
Q1 | $8.85M | Sell |
18,723
-67
| -0.4% | -$31.7K | 1.54% | 20 |
|
|
2022
Q4 | $9.96M | Sell |
18,790
-359
| -2% | -$190K | 1.71% | 17 |
|
|
2022
Q3 | $9.67M | Sell |
19,149
-119
| -0.6% | -$60.1K | 1.8% | 14 |
|
|
2022
Q2 | $9.9M | Sell |
19,268
-550
| -3% | -$282K | 1.7% | 20 |
|
|
2022
Q1 | $10.1M | Sell |
19,818
-36
| -0.2% | -$18.4K | 1.49% | 22 |
|
|
2021
Q4 | $9.97M | Sell |
19,854
-537
| -3% | -$270K | 1.41% | 22 |
|
|
2021
Q3 | $7.97M | Sell |
20,391
-394
| -2% | -$154K | 1.25% | 25 |
|
|
2021
Q2 | $8.32M | Sell |
20,785
-294
| -1% | -$118K | 1.26% | 26 |
|
|
2021
Q1 | $7.84M | Sell |
21,079
-911
| -4% | -$339K | 1.21% | 26 |
|
|
2020
Q4 | $7.71M | Sell |
21,990
-627
| -3% | -$220K | 1.28% | 24 |
|
|
2020
Q3 | $7.05M | Sell |
22,617
-498
| -2% | -$155K | 1.29% | 22 |
|
|
2020
Q2 | $6.82M | Sell |
23,115
-534
| -2% | -$158K | 1.3% | 24 |
|
|
2020
Q1 | $5.9M | Sell |
23,649
-1,062
| -4% | -$265K | 1.24% | 24 |
|
|
2019
Q4 | $7.26M | Sell |
24,711
-452
| -2% | -$133K | 1.09% | 30 |
|
|
2019
Q3 | $5.47M | Sell |
25,163
-889
| -3% | -$193K | 0.91% | 37 |
|
|
2019
Q2 | $6.36M | Sell |
26,052
-626
| -2% | -$153K | 1.04% | 31 |
|
|
2019
Q1 | $6.6M | Sell |
26,678
-323
| -1% | -$79.9K | 1.09% | 30 |
|
|
2018
Q4 | $6.73M | Sell |
27,001
-1,484
| -5% | -$370K | 1.25% | 28 |
|
|
2018
Q3 | $7.58M | Sell |
28,485
-1,071
| -4% | -$285K | 1.15% | 28 |
|
|
2018
Q2 | $7.25M | Sell |
29,556
-2,399
| -8% | -$589K | 1.14% | 29 |
|
|
2018
Q1 | $6.84M | Sell |
31,955
-232
| -0.7% | -$49.6K | 1.07% | 32 |
|
|
2017
Q4 | $7.1M | Sell |
32,187
-797
| -2% | -$176K | 1.07% | 32 |
|
|
2017
Q3 | $6.46M | Sell |
32,984
-1,670
| -5% | -$327K | 1% | 36 |
|
|
2017
Q2 | $6.43M | Sell |
34,654
-1,051
| -3% | -$195K | 1.02% | 37 |
|
|
2017
Q1 | $5.86M | Sell |
35,705
-1,443
| -4% | -$237K | 0.92% | 37 |
|
|
2016
Q4 | $5.95M | Sell |
37,148
-10,600
| -22% | -$1.7M | 0.93% | 37 |
|
|
2016
Q3 | $6.68M | Sell |
47,748
-3,550
| -7% | -$497K | 0.98% | 39 |
|
|
2016
Q2 | $7.24M | Sell |
51,298
-3,498
| -6% | -$494K | 1.09% | 37 |
|
|
2016
Q1 | $7.06M | Sell |
54,796
-2,607
| -5% | -$336K | 1.05% | 37 |
|
|
2015
Q4 | $6.75M | Sell |
57,403
-1,641
| -3% | -$193K | 0.98% | 36 |
|
|
2015
Q3 | $6.85M | Buy |
59,044
+7,647
| +15% | +$887K | 0.99% | 37 |
|
|
2015
Q2 | $6.27M | Buy |
51,397
+309
| +0.6% | +$37.7K | 0.78% | 41 |
|
|
2015
Q1 | $6.04M | Buy |
51,088
+12,069
| +31% | +$1.43M | 0.71% | 41 |
|
|
2014
Q4 | $3.94M | Sell |
39,019
-1,399
| -3% | -$141K | 0.43% | 49 |
|
|
2014
Q3 | $3.49M | Sell |
40,418
-1,776
| -4% | -$153K | 0.37% | 50 |
|
|
2014
Q2 | $3.45M | Sell |
42,194
-9,198
| -18% | -$752K | 0.35% | 53 |
|
|
2014
Q1 | $4.21M | Sell |
51,392
-290
| -0.6% | -$23.8K | 0.43% | 52 |
|
|
2013
Q4 | $3.89M | Buy |
51,682
+1,931
| +4% | +$145K | 0.4% | 53 |
|
|
2013
Q3 | $3.56M | Buy |
49,751
+8,108
| +19% | +$581K | 0.39% | 52 |
|
|
2013
Q2 | $2.73M | Buy |
+41,643
| New | +$2.73M | 0.29% | 62 |
|