Financial Perspectives’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
4,355
-106
| -2% | -$33.1K | 0.41% | 42 |
|
|
2025
Q1 | $2.34M | Buy |
4,461
+2
| +0% | +$1.05K | 0.8% | 29 |
|
|
2024
Q4 | $2.26M | Buy |
4,459
+300
| +7% | +$152K | 0.76% | 28 |
|
|
2024
Q3 | $2.43M | Sell |
4,159
-140
| -3% | -$81.9K | 0.84% | 24 |
|
|
2024
Q2 | $2.19M | Buy |
4,299
+2
| +0% | +$1.02K | 0.81% | 25 |
|
|
2024
Q1 | $2.13M | Sell |
4,297
-1,081
| -20% | -$535K | 0.81% | 27 |
|
|
2023
Q4 | $2.83M | Buy |
5,378
+17
| +0.3% | +$8.95K | 1.15% | 21 |
|
|
2023
Q3 | $2.7M | Buy |
5,361
+540
| +11% | +$272K | 1.24% | 17 |
|
|
2023
Q2 | $2.32M | Buy |
4,821
+54
| +1% | +$26K | 1.02% | 21 |
|
|
2023
Q1 | $2.25M | Buy |
4,767
+2
| +0% | +$945 | 1.08% | 20 |
|
|
2022
Q4 | $2.53M | Buy |
4,765
+11
| +0.2% | +$5.83K | 1.29% | 15 |
|
|
2022
Q3 | $2.4M | Buy |
4,754
+944
| +25% | +$477K | 1.35% | 15 |
|
|
2022
Q2 | $1.96M | Buy |
3,810
+2
| +0.1% | +$1.03K | 1.1% | 20 |
|
|
2022
Q1 | $1.94M | Buy |
3,808
+119
| +3% | +$60.7K | 0.91% | 22 |
|
|
2021
Q4 | $1.85M | Hold |
3,689
| – | – | 0.88% | 21 |
|
|
2021
Q3 | $1.44M | Buy |
3,689
+63
| +2% | +$24.6K | 0.73% | 24 |
|
|
2021
Q2 | $1.45M | Sell |
3,626
-1,335,255
| -100% | -$535M | 0.71% | 27 |
|
|
2021
Q1 | $3.6M | Buy |
1,338,881
+1,335,941
| +45,440% | +$3.59M | 0.18% | 95 |
|
|
2020
Q4 | $1.03M | Buy |
2,940
+401
| +16% | +$141K | 0.59% | 30 |
|
|
2020
Q3 | $792K | Buy |
2,539
+335
| +15% | +$104K | 0.52% | 32 |
|
|
2020
Q2 | $650K | Buy |
2,204
+265
| +14% | +$78.2K | 0.47% | 34 |
|
|
2020
Q1 | $484K | Buy |
1,939
+330
| +21% | +$82.3K | 0.39% | 36 |
|
|
2019
Q4 | $473K | Buy |
+1,609
| New | +$473K | 0.32% | 38 |
|