F.L. Putnam Investment 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 | $4.19M | Sell |
13,433
-35,282
| -72% | -$11M | 0.07% | 178 |
|
|
2025
Q1 | $25.5M | Sell |
48,715
-19,888
| -29% | -$10.4M | 0.48% | 48 |
|
|
2024
Q4 | $34.7M | Sell |
68,603
-2,262
| -3% | -$1.14M | 0.63% | 32 |
|
|
2024
Q3 | $41.2M | Buy |
70,865
+43
| +0.1% | +$25K | 0.74% | 27 |
|
|
2024
Q2 | $36.1M | Sell |
70,822
-4,442
| -6% | -$2.26M | 0.68% | 28 |
|
|
2024
Q1 | $37.2M | Sell |
75,264
-2,078
| -3% | -$1.03M | 0.79% | 28 |
|
|
2023
Q4 | $40.7M | Buy |
77,342
+3,583
| +5% | +$1.89M | 0.96% | 23 |
|
|
2023
Q3 | $37.2M | Buy |
73,759
+497
| +0.7% | +$251K | 1.03% | 22 |
|
|
2023
Q2 | $35.2M | Buy |
73,262
+2,091
| +3% | +$1.01M | 0.96% | 23 |
|
|
2023
Q1 | $33.6M | Sell |
71,171
-6,683
| -9% | -$3.16M | 1.1% | 20 |
|
|
2022
Q4 | $41.3M | Buy |
77,854
+312
| +0.4% | +$165K | 1.5% | 10 |
|
|
2022
Q3 | $39.2M | Buy |
77,542
+333
| +0.4% | +$168K | 1.52% | 13 |
|
|
2022
Q2 | $39.7M | Sell |
77,209
-495
| -0.6% | -$254K | 1.46% | 13 |
|
|
2022
Q1 | $39.6M | Buy |
77,704
+961
| +1% | +$490K | 1.26% | 18 |
|
|
2021
Q4 | $38.5M | Buy |
76,743
+323
| +0.4% | +$162K | 1.18% | 21 |
|
|
2021
Q3 | $29.9M | Buy |
76,420
+2,270
| +3% | +$887K | 1.01% | 27 |
|
|
2021
Q2 | $29.7M | Sell |
74,150
-696
| -0.9% | -$279K | 1.02% | 26 |
|
|
2021
Q1 | $27.8M | Sell |
74,846
-1,379
| -2% | -$513K | 1.22% | 22 |
|
|
2020
Q4 | $26.7M | Buy |
76,225
+920
| +1% | +$323K | 1.25% | 22 |
|
|
2020
Q3 | $23.5M | Sell |
75,305
-363
| -0.5% | -$113K | 1.29% | 19 |
|
|
2020
Q2 | $22.3M | Buy |
75,668
+7,195
| +11% | +$2.12M | 1.33% | 17 |
|
|
2020
Q1 | $17.1M | Buy |
68,473
+4,690
| +7% | +$1.17M | 1.3% | 20 |
|
|
2019
Q4 | $18.8M | Buy |
63,783
+273
| +0.4% | +$80.3K | 1.15% | 21 |
|
|
2019
Q3 | $13.8M | Buy |
63,510
+1,329
| +2% | +$289K | 0.97% | 27 |
|
|
2019
Q2 | $15.2M | Sell |
62,181
-585
| -0.9% | -$143K | 1.22% | 21 |
|
|
2019
Q1 | $15.5M | Sell |
62,766
-1,506
| -2% | -$372K | 1.3% | 22 |
|
|
2018
Q4 | $16M | Sell |
64,272
-22
| -0% | -$5.48K | 1.74% | 13 |
|
|
2018
Q3 | $17.1M | Sell |
64,294
-1,699
| -3% | -$452K | 1.57% | 15 |
|
|
2018
Q2 | $16.2M | Sell |
65,993
-8,767
| -12% | -$2.15M | 1.57% | 16 |
|
|
2018
Q1 | $16M | Buy |
74,760
+345
| +0.5% | +$73.8K | 1.46% | 20 |
|
|
2017
Q4 | $16.4M | Sell |
74,415
-1,234
| -2% | -$272K | 1.5% | 20 |
|
|
2017
Q3 | $14.8M | Buy |
+75,649
| New | +$14.8M | 1.41% | 24 |
|
|
2017
Q1 | $14.1M | Buy |
86,106
+5,724
| +7% | +$939K | 1.47% | 22 |
|
|
2016
Q4 | $12.9M | Sell |
80,382
-2,394
| -3% | -$383K | 1.48% | 25 |
|
|
2016
Q3 | $11.6M | Buy |
82,776
+1,070
| +1% | +$150K | 1.32% | 27 |
|
|
2016
Q2 | $11.5M | Sell |
81,706
-3,629
| -4% | -$512K | 1.37% | 28 |
|
|
2016
Q1 | $11M | Buy |
85,335
+15,372
| +22% | +$1.98M | 1.32% | 29 |
|
|
2015
Q4 | $8.23M | Buy |
69,963
+3,566
| +5% | +$419K | 0.96% | 44 |
|
|
2015
Q3 | $7.7M | Sell |
66,397
-1,408
| -2% | -$163K | 0.95% | 43 |
|
|
2015
Q2 | $8.27M | Buy |
67,805
+2,841
| +4% | +$347K | 0.92% | 40 |
|
|
2015
Q1 | $7.69M | Sell |
64,964
-19,007
| -23% | -$2.25M | 0.86% | 43 |
|
|
2014
Q4 | $8.49M | Buy |
83,971
+1,784
| +2% | +$180K | 0.99% | 37 |
|
|
2014
Q3 | $7.09M | Buy |
82,187
+8,469
| +11% | +$730K | 0.83% | 44 |
|
|
2014
Q2 | $6.03M | Sell |
73,718
-10,016
| -12% | -$819K | 0.7% | 51 |
|
|
2014
Q1 | $6.87M | Buy |
83,734
+613
| +0.7% | +$50.3K | 0.82% | 39 |
|
|
2013
Q4 | $6.26M | Sell |
83,121
-4,930
| -6% | -$371K | 0.76% | 45 |
|
|
2013
Q3 | $6.31M | Sell |
88,051
-145
| -0.2% | -$10.4K | 0.84% | 39 |
|
|
2013
Q2 | $5.78M | Buy |
+88,196
| New | +$5.78M | 0.83% | 44 |
|