Everett Harris & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Sell |
2,577
-76
| -3% | -$23.7K | 0.01% | 178 |
|
|
2025
Q1 | $1.39M | Sell |
2,653
-8
| -0.3% | -$4.19K | 0.02% | 124 |
|
|
2024
Q4 | $1.35M | Sell |
2,661
-11
| -0.4% | -$5.56K | 0.02% | 119 |
|
|
2024
Q3 | $1.56M | Sell |
2,672
-33
| -1% | -$19.3K | 0.02% | 111 |
|
|
2024
Q2 | $1.38M | Buy |
2,705
+185
| +7% | +$94.2K | 0.02% | 114 |
|
|
2024
Q1 | $1.25M | Sell |
2,520
-53
| -2% | -$26.2K | 0.02% | 123 |
|
|
2023
Q4 | $1.35M | Sell |
2,573
-26
| -1% | -$13.7K | 0.02% | 113 |
|
|
2023
Q3 | $1.31M | Buy |
2,599
+44
| +2% | +$22.2K | 0.02% | 115 |
|
|
2023
Q2 | $1.23M | Buy |
2,555
+509
| +25% | +$245K | 0.02% | 122 |
|
|
2023
Q1 | $967K | Buy |
2,046
+177
| +9% | +$83.6K | 0.02% | 136 |
|
|
2022
Q4 | $991K | Buy |
1,869
+56
| +3% | +$29.7K | 0.02% | 133 |
|
|
2022
Q3 | $916K | Sell |
1,813
-51
| -3% | -$25.8K | 0.02% | 131 |
|
|
2022
Q2 | $957K | Buy |
1,864
+85
| +5% | +$43.6K | 0.02% | 134 |
|
|
2022
Q1 | $907K | Buy |
1,779
+82
| +5% | +$41.8K | 0.01% | 149 |
|
|
2021
Q4 | $852K | Buy |
1,697
+150
| +10% | +$75.3K | 0.01% | 151 |
|
|
2021
Q3 | $604K | Sell |
1,547
-35
| -2% | -$13.7K | 0.01% | 166 |
|
|
2021
Q2 | $633K | Sell |
1,582
-143
| -8% | -$57.2K | 0.01% | 162 |
|
|
2021
Q1 | $642K | Hold |
1,725
| – | – | 0.01% | 155 |
|
|
2020
Q4 | $605K | Buy |
1,725
+562
| +48% | +$197K | 0.01% | 158 |
|
|
2020
Q3 | $363K | Hold |
1,163
| – | – | 0.01% | 187 |
|
|
2020
Q2 | $343K | Sell |
1,163
-15
| -1% | -$4.42K | 0.01% | 183 |
|
|
2020
Q1 | $294K | Buy |
1,178
+135
| +13% | +$33.7K | 0.01% | 178 |
|
|
2019
Q4 | $307K | Buy |
+1,043
| New | +$307K | 0.01% | 217 |
|
|
2019
Q3 | – | Sell |
-883
| Closed | -$215K | – | 260 |
|
|
2019
Q2 | $215K | Buy |
883
+56
| +7% | +$13.6K | 0.01% | 235 |
|
|
2019
Q1 | $204K | Hold |
827
| – | – | 0.01% | 235 |
|
|
2018
Q4 | $206K | Hold |
827
| – | – | 0.01% | 222 |
|
|
2018
Q3 | $220K | Hold |
827
| – | – | 0.01% | 233 |
|
|
2018
Q2 | $203K | Buy |
+827
| New | +$203K | 0.01% | 235 |
|