Financial Counselors 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 | – | Sell |
-73,534
| Closed | -$38.5M | – | 495 |
|
|
2025
Q1 | $38.5M | Sell |
73,534
-76,971
| -51% | -$40.3M | 0.58% | 51 |
|
|
2024
Q4 | $76.1M | Sell |
150,505
-1,310
| -0.9% | -$663K | 1.11% | 15 |
|
|
2024
Q3 | $88.8M | Sell |
151,815
-1,742
| -1% | -$1.02M | 1.31% | 12 |
|
|
2024
Q2 | $78.2M | Buy |
153,557
+8,476
| +6% | +$4.32M | 1.26% | 12 |
|
|
2024
Q1 | $71.8M | Buy |
145,081
+123
| +0.1% | +$60.8K | 1.21% | 12 |
|
|
2023
Q4 | $76.3M | Buy |
144,958
+2,400
| +2% | +$1.26M | 1.36% | 9 |
|
|
2023
Q3 | $71.9M | Buy |
142,558
+2,043
| +1% | +$1.03M | 1.44% | 7 |
|
|
2023
Q2 | $67.5M | Buy |
140,515
+6,064
| +5% | +$2.91M | 1.37% | 10 |
|
|
2023
Q1 | $63.5M | Buy |
134,451
+1,002
| +0.8% | +$474K | 1.37% | 9 |
|
|
2022
Q4 | $70.8M | Buy |
133,449
+2,813
| +2% | +$1.49M | 1.59% | 5 |
|
|
2022
Q3 | $66M | Sell |
130,636
-626
| -0.5% | -$316K | 1.63% | 5 |
|
|
2022
Q2 | $67.4M | Buy |
131,262
+3,578
| +3% | +$1.84M | 1.58% | 5 |
|
|
2022
Q1 | $65.1M | Buy |
127,684
+2,830
| +2% | +$1.44M | 1.35% | 8 |
|
|
2021
Q4 | $62.7M | Sell |
124,854
-4,983
| -4% | -$2.5M | 1.29% | 8 |
|
|
2021
Q3 | $50.7M | Sell |
129,837
-4,765
| -4% | -$1.86M | 1.09% | 12 |
|
|
2021
Q2 | $53.9M | Sell |
134,602
-2,306
| -2% | -$923K | 1.17% | 12 |
|
|
2021
Q1 | $50.9M | Buy |
136,908
+5,776
| +4% | +$2.15M | 1.18% | 12 |
|
|
2020
Q4 | $46M | Buy |
131,132
+3,313
| +3% | +$1.16M | 1.15% | 13 |
|
|
2020
Q3 | $39.9M | Buy |
127,819
+15,010
| +13% | +$4.68M | 1.17% | 12 |
|
|
2020
Q2 | $33.3M | Buy |
112,809
+26,247
| +30% | +$7.74M | 1.06% | 19 |
|
|
2020
Q1 | $21.6M | Buy |
86,562
+3,759
| +5% | +$937K | 0.96% | 25 |
|
|
2019
Q4 | $24.3M | Buy |
82,803
+1,602
| +2% | +$471K | 0.87% | 26 |
|
|
2019
Q3 | $17.6M | Buy |
81,201
+516
| +0.6% | +$112K | 0.69% | 42 |
|
|
2019
Q2 | $19.7M | Buy |
80,685
+3,227
| +4% | +$787K | 0.8% | 28 |
|
|
2019
Q1 | $19.2M | Buy |
77,458
+3,516
| +5% | +$869K | 0.81% | 29 |
|
|
2018
Q4 | $18.4M | Buy |
73,942
+320
| +0.4% | +$79.7K | 0.91% | 23 |
|
|
2018
Q3 | $19.6M | Sell |
73,622
-367
| -0.5% | -$97.6K | 0.86% | 27 |
|
|
2018
Q2 | $18.2M | Buy |
73,989
+2,694
| +4% | +$661K | 0.84% | 28 |
|
|
2018
Q1 | $15.3M | Sell |
71,295
-1,952
| -3% | -$418K | 0.73% | 39 |
|
|
2017
Q4 | $16.1M | Sell |
73,247
-2,313
| -3% | -$510K | 0.74% | 34 |
|
|
2017
Q3 | $14.8M | Sell |
75,560
-858
| -1% | -$168K | 0.72% | 37 |
|
|
2017
Q2 | $14.2M | Buy |
76,418
+2,180
| +3% | +$404K | 0.7% | 38 |
|
|
2017
Q1 | $12.2M | Buy |
74,238
+419
| +0.6% | +$68.7K | 0.62% | 43 |
|
|
2016
Q4 | $11.8M | Buy |
+73,819
| New | +$11.8M | 0.63% | 37 |
|
|
2016
Q2 | $10.2M | Sell |
71,900
-1,780
| -2% | -$251K | 0.61% | 44 |
|
|
2016
Q1 | $9.5M | Sell |
73,680
-7,356
| -9% | -$948K | 0.59% | 46 |
|
|
2015
Q4 | $9.53M | Sell |
81,036
-660
| -0.8% | -$77.6K | 0.61% | 42 |
|
|
2015
Q3 | $9.48M | Buy |
81,696
+6,199
| +8% | +$719K | 0.65% | 38 |
|
|
2015
Q2 | $9.21M | Sell |
75,497
-8,624
| -10% | -$1.05M | 0.59% | 43 |
|
|
2015
Q1 | $9.95M | Buy |
84,121
+3,775
| +5% | +$447K | 0.62% | 42 |
|
|
2014
Q4 | $8.12M | Buy |
80,346
+3,232
| +4% | +$327K | 0.51% | 59 |
|
|
2014
Q3 | $6.65M | Buy |
77,114
+280
| +0.4% | +$24.2K | 0.47% | 66 |
|
|
2014
Q2 | $6.28M | Sell |
76,834
-1,353
| -2% | -$111K | 0.44% | 76 |
|
|
2014
Q1 | $6.41M | Buy |
78,187
+1,398
| +2% | +$115K | 0.46% | 69 |
|
|
2013
Q4 | $5.78M | Buy |
76,789
+5,044
| +7% | +$380K | 0.43% | 75 |
|
|
2013
Q3 | $5.14M | Buy |
71,745
+975
| +1% | +$69.8K | 0.42% | 78 |
|
|
2013
Q2 | $4.63M | Buy |
+70,770
| New | +$4.63M | 0.38% | 90 |
|