Financial Management Professionals’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
803
-1,421
| -64% | -$444K | 0.03% | 137 |
|
|
2025
Q1 | $1.16M | Buy |
2,224
+17
| +0.8% | +$8.9K | 0.15% | 56 |
|
|
2024
Q4 | $1.12M | Buy |
2,207
+91
| +4% | +$46K | 0.14% | 58 |
|
|
2024
Q3 | $1.24M | Buy |
2,116
+780
| +58% | +$456K | 0.15% | 52 |
|
|
2024
Q2 | $680K | Buy |
1,336
+16
| +1% | +$8.14K | 0.09% | 70 |
|
|
2024
Q1 | $653K | Sell |
1,320
-21
| -2% | -$10.4K | 0.1% | 76 |
|
|
2023
Q4 | $706K | Sell |
1,341
-3
| -0.2% | -$1.58K | 0.12% | 61 |
|
|
2023
Q3 | $678K | Buy |
1,344
+64
| +5% | +$32.3K | 0.12% | 56 |
|
|
2023
Q2 | $615K | Sell |
1,280
-21
| -2% | -$10.1K | 0.1% | 60 |
|
|
2023
Q1 | $615K | Buy |
1,301
+47
| +4% | +$22.2K | 0.12% | 59 |
|
|
2022
Q4 | $665K | Buy |
1,254
+681
| +119% | +$361K | 0.14% | 48 |
|
|
2022
Q3 | $289K | Buy |
573
+276
| +93% | +$139K | 0.07% | 72 |
|
|
2022
Q2 | $153K | Buy |
297
+13
| +5% | +$6.7K | 0.04% | 116 |
|
|
2022
Q1 | $145K | Buy |
284
+62
| +28% | +$31.7K | 0.03% | 132 |
|
|
2021
Q4 | $111K | Buy |
222
+2
| +0.9% | +$1K | 0.02% | 156 |
|
|
2021
Q3 | $86K | Hold |
220
| – | – | 0.02% | 172 |
|
|
2021
Q2 | $88K | Buy |
220
+33
| +18% | +$13.2K | 0.02% | 167 |
|
|
2021
Q1 | $70K | Sell |
187
-222
| -54% | -$83.1K | 0.02% | 186 |
|
|
2020
Q4 | $143K | Buy |
409
+7
| +2% | +$2.45K | 0.04% | 87 |
|
|
2020
Q3 | $125K | Buy |
402
+1
| +0.2% | +$311 | 0.04% | 85 |
|
|
2020
Q2 | $118K | Buy |
401
+45
| +13% | +$13.2K | 0.04% | 81 |
|
|
2020
Q1 | $89K | Hold |
356
| – | – | 0.04% | 62 |
|
|
2019
Q4 | $105K | Hold |
356
| – | – | 0.03% | 67 |
|
|
2019
Q3 | $77K | Hold |
356
| – | – | 0.03% | 77 |
|
|
2019
Q2 | $87K | Hold |
356
| – | – | 0.03% | 70 |
|
|
2019
Q1 | $88K | Hold |
356
| – | – | 0.04% | 64 |
|
|
2018
Q4 | $89K | Hold |
356
| – | – | 0.06% | 57 |
|
|
2018
Q3 | $95K | Hold |
356
| – | – | 0.04% | 63 |
|
|
2018
Q2 | $87K | Hold |
356
| – | – | 0.04% | 65 |
|
|
2018
Q1 | $76K | Hold |
356
| – | – | 0.04% | 67 |
|
|
2017
Q4 | $78K | Hold |
356
| – | – | 0.03% | 61 |
|
|
2017
Q3 | $69K | Hold |
356
| – | – | 0.03% | 70 |
|
|
2017
Q2 | $66K | Hold |
356
| – | – | 0.03% | 77 |
|
|
2017
Q1 | $58K | Hold |
356
| – | – | 0.03% | 80 |
|
|
2016
Q4 | $56K | Sell |
356
-114
| -24% | -$17.9K | 0.03% | 88 |
|
|
2016
Q3 | $65K | Sell |
470
-54
| -10% | -$7.47K | 0.03% | 79 |
|
|
2016
Q2 | $73K | Buy |
524
+54
| +11% | +$7.52K | 0.04% | 69 |
|
|
2016
Q1 | $61K | Buy |
470
+114
| +32% | +$14.8K | 0.03% | 66 |
|
|
2015
Q4 | $41K | Hold |
356
| – | – | 0.02% | 82 |
|
|
2015
Q3 | $41K | Hold |
356
| – | – | 0.03% | 90 |
|
|
2015
Q2 | $43K | Hold |
356
| – | – | 0.02% | 91 |
|
|
2015
Q1 | $42K | Hold |
356
| – | – | 0.02% | 95 |
|
|
2014
Q4 | $36K | Hold |
356
| – | – | 0.02% | 113 |
|
|
2014
Q3 | $30K | Hold |
356
| – | – | 0.02% | 113 |
|
|
2014
Q2 | $29K | Hold |
356
| – | – | 0.02% | 114 |
|
|
2014
Q1 | $29K | Hold |
356
| – | – | 0.02% | 111 |
|
|
2013
Q4 | $27K | Hold |
356
| – | – | 0.02% | 116 |
|
|
2013
Q3 | $25K | Hold |
356
| – | – | 0.02% | 126 |
|
|
2013
Q2 | $23K | Buy |
+356
| New | +$23K | 0.02% | 124 |
|