Eubel Brady & Suttman Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
1,087
+149
| +16% | +$46.5K | 0.04% | 81 |
|
|
2025
Q1 | $491K | Buy |
938
+13
| +1% | +$6.81K | 0.06% | 67 |
|
|
2024
Q4 | $468K | Hold |
925
| – | – | 0.06% | 66 |
|
|
2024
Q3 | $541K | Sell |
925
-13
| -1% | -$7.6K | 0.07% | 64 |
|
|
2024
Q2 | $478K | Buy |
938
+205
| +28% | +$104K | 0.07% | 65 |
|
|
2024
Q1 | $363K | Buy |
733
+14
| +2% | +$6.93K | 0.05% | 75 |
|
|
2023
Q4 | $379K | Hold |
719
| – | – | 0.05% | 75 |
|
|
2023
Q3 | $363K | Buy |
719
+4
| +0.6% | +$2.02K | 0.05% | 75 |
|
|
2023
Q2 | $344K | Sell |
715
-1
| -0.1% | -$481 | 0.05% | 73 |
|
|
2023
Q1 | $338K | Sell |
716
-2
| -0.3% | -$944 | 0.05% | 75 |
|
|
2022
Q4 | $381K | Sell |
718
-87
| -11% | -$46.2K | 0.06% | 77 |
|
|
2022
Q3 | $407K | Sell |
805
-66
| -8% | -$33.4K | 0.07% | 69 |
|
|
2022
Q2 | $447K | Sell |
871
-21
| -2% | -$10.8K | 0.09% | 57 |
|
|
2022
Q1 | $455K | Sell |
892
-353
| -28% | -$180K | 0.08% | 55 |
|
|
2021
Q4 | $625K | Buy |
1,245
+77
| +7% | +$38.7K | 0.12% | 51 |
|
|
2021
Q3 | $456K | Sell |
1,168
-336
| -22% | -$131K | 0.09% | 50 |
|
|
2021
Q2 | $560K | Sell |
1,504
-1,504
| -50% | -$560K | 0.05% | 117 |
|
|
2021
Q1 | $1.12M | Buy |
3,008
+1,504
| +100% | +$560K | 0.12% | 50 |
|
|
2020
Q4 | $527K | Buy |
1,504
+32
| +2% | +$11.2K | 0.13% | 51 |
|
|
2020
Q3 | $459K | Hold |
1,472
| – | – | 0.12% | 48 |
|
|
2020
Q2 | $434K | Hold |
1,472
| – | – | 0.11% | 50 |
|
|
2020
Q1 | $367K | Buy |
1,472
+70
| +5% | +$17.5K | 0.11% | 54 |
|
|
2019
Q4 | $412K | Hold |
1,402
| – | – | 0.11% | 54 |
|
|
2019
Q3 | $305K | Buy |
1,402
+26
| +2% | +$5.66K | 0.09% | 62 |
|
|
2019
Q2 | $336K | Buy |
1,376
+106
| +8% | +$25.9K | 0.09% | 57 |
|
|
2019
Q1 | $314K | Buy |
1,270
+106
| +9% | +$26.2K | 0.09% | 56 |
|
|
2018
Q4 | $290K | Sell |
1,164
-3
| -0.3% | -$747 | 0.1% | 58 |
|
|
2018
Q3 | $310K | Hold |
1,167
| – | – | 0.09% | 57 |
|
|
2018
Q2 | $286K | Buy |
1,167
+133
| +13% | +$32.6K | 0.09% | 59 |
|
|
2018
Q1 | $221K | Buy |
+1,034
| New | +$221K | 0.07% | 61 |
|
|
2017
Q4 | – | Sell |
-1,249
| Closed | -$245K | – | 78 |
|
|
2017
Q3 | $245K | Sell |
1,249
-50
| -4% | -$9.81K | 0.08% | 70 |
|
|
2017
Q2 | $241K | Buy |
1,299
+48
| +4% | +$8.91K | 0.07% | 69 |
|
|
2017
Q1 | $205K | Buy |
+1,251
| New | +$205K | 0.06% | 70 |
|
|
2016
Q3 | – | Sell |
-1,477
| Closed | -$209K | – | 82 |
|
|
2016
Q2 | $209K | Buy |
+1,477
| New | +$209K | 0.07% | 70 |
|