Ethic Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2M | Buy |
91,289
+35
| +0% | +$10.8K | 0.51% | 22 |
|
|
2025
Q1 | $47.7M | Buy |
91,254
+5,515
| +6% | +$2.89M | 0.97% | 12 |
|
|
2024
Q4 | $43.4M | Buy |
85,739
+8,716
| +11% | +$4.41M | 0.88% | 13 |
|
|
2024
Q3 | $38.1M | Sell |
77,023
-1,592
| -2% | -$788K | 0.96% | 10 |
|
|
2024
Q2 | $40M | Buy |
78,615
+1,592
| +2% | +$811K | 0.94% | 10 |
|
|
2024
Q1 | $38.1M | Buy |
77,023
+4,627
| +6% | +$2.29M | 0.96% | 10 |
|
|
2023
Q4 | $38.1M | Buy |
72,396
+7,645
| +12% | +$4.02M | 1.13% | 7 |
|
|
2023
Q3 | $32.6M | Buy |
64,751
+4,467
| +7% | +$2.25M | 1.15% | 7 |
|
|
2023
Q2 | $29M | Buy |
60,284
+5,415
| +10% | +$2.6M | 1.07% | 7 |
|
|
2023
Q1 | $25.9M | Buy |
54,869
+9,455
| +21% | +$4.47M | 1.05% | 7 |
|
|
2022
Q4 | $24.1M | Buy |
45,414
+1,114
| +3% | +$591K | 1.3% | 4 |
|
|
2022
Q3 | $22.4M | Buy |
44,300
+2,717
| +7% | +$1.37M | 1.52% | 5 |
|
|
2022
Q2 | $21.4M | Buy |
41,583
+4,950
| +14% | +$2.54M | 1.49% | 5 |
|
|
2022
Q1 | $18.7M | Buy |
36,633
+4,868
| +15% | +$2.48M | 1.29% | 7 |
|
|
2021
Q4 | $16M | Buy |
31,765
+4,194
| +15% | +$2.11M | 1.23% | 7 |
|
|
2021
Q3 | $10.8M | Buy |
27,571
+3,709
| +16% | +$1.45M | 1.1% | 7 |
|
|
2021
Q2 | $9.56M | Buy |
23,862
+6,539
| +38% | +$2.62M | 1.16% | 7 |
|
|
2021
Q1 | $6.45M | Buy |
17,323
+5,050
| +41% | +$1.88M | 1.15% | 5 |
|
|
2020
Q4 | $4.3M | Buy |
12,273
+2,436
| +25% | +$854K | 1.14% | 7 |
|
|
2020
Q3 | $3.07M | Buy |
9,837
+2,328
| +31% | +$726K | 1.17% | 10 |
|
|
2020
Q2 | $2.22M | Buy |
7,509
+473
| +7% | +$140K | 1.26% | 9 |
|
|
2020
Q1 | $1.76M | Buy |
7,036
+330
| +5% | +$82.3K | 1.47% | 8 |
|
|
2019
Q4 | $1.97M | Buy |
+6,706
| New | +$1.97M | 1.45% | 7 |
|