Family 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 | $208K | Sell |
667
-86
| -11% | -$26.8K | 0.03% | 173 |
|
|
2025
Q1 | $394K | Sell |
753
-12
| -2% | -$6.29K | 0.06% | 121 |
|
|
2024
Q4 | $387K | Sell |
765
-14
| -2% | -$7.08K | 0.06% | 119 |
|
|
2024
Q3 | $455K | Sell |
779
-29
| -4% | -$17K | 0.08% | 119 |
|
|
2024
Q2 | $411K | Sell |
808
-266
| -25% | -$135K | 0.07% | 107 |
|
|
2024
Q1 | $531K | Buy |
1,074
+19
| +2% | +$9.4K | 0.1% | 95 |
|
|
2023
Q4 | $555K | Buy |
1,055
+13
| +1% | +$6.84K | 0.12% | 85 |
|
|
2023
Q3 | $525K | Sell |
1,042
-45
| -4% | -$22.7K | 0.12% | 72 |
|
|
2023
Q2 | $522K | Sell |
1,087
-32
| -3% | -$15.4K | 0.11% | 78 |
|
|
2023
Q1 | $529K | Sell |
1,119
-92
| -8% | -$43.5K | 0.12% | 75 |
|
|
2022
Q4 | $642K | Buy |
1,211
+67
| +6% | +$35.5K | 0.16% | 77 |
|
|
2022
Q3 | $578K | Buy |
1,144
+12
| +1% | +$6.06K | 0.15% | 80 |
|
|
2022
Q2 | $581K | Hold |
1,132
| – | – | 0.16% | 85 |
|
|
2022
Q1 | $577K | Sell |
1,132
-46
| -4% | -$23.4K | 0.16% | 88 |
|
|
2021
Q4 | $592K | Buy |
1,178
+37
| +3% | +$18.6K | 0.15% | 96 |
|
|
2021
Q3 | $446K | Sell |
1,141
-63
| -5% | -$24.6K | 0.12% | 114 |
|
|
2021
Q2 | $482K | Buy |
1,204
+544
| +82% | +$218K | 0.13% | 112 |
|
|
2021
Q1 | $246K | Buy |
+660
| New | +$246K | 0.08% | 129 |
|
|
2020
Q1 | – | Sell |
-12,620
| Closed | -$3.71M | – | 194 |
|
|
2019
Q4 | $3.71M | Buy |
12,620
+23
| +0.2% | +$6.76K | 1.28% | 23 |
|
|
2019
Q3 | $2.74M | Sell |
12,597
-106
| -0.8% | -$23K | 1.02% | 31 |
|
|
2019
Q2 | $3.1M | Buy |
12,703
+356
| +3% | +$86.9K | 1.22% | 26 |
|
|
2019
Q1 | $3.05M | Sell |
12,347
-293
| -2% | -$72.4K | 1.32% | 24 |
|
|
2018
Q4 | $3.15M | Sell |
12,640
-463
| -4% | -$115K | 1.32% | 21 |
|
|
2018
Q3 | $3.49M | Sell |
13,103
-241
| -2% | -$64.1K | 2.04% | 21 |
|
|
2018
Q2 | $3.27M | Buy |
13,344
+1,310
| +11% | +$321K | 2.03% | 21 |
|
|
2018
Q1 | $2.58M | Sell |
12,034
-724
| -6% | -$155K | 1.94% | 23 |
|
|
2017
Q4 | $2.81M | Sell |
12,758
-127
| -1% | -$28K | 1.96% | 23 |
|
|
2017
Q3 | $2.52M | Buy |
+12,885
| New | +$2.52M | 1.73% | 26 |
|