First Business Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Sell |
1,858
-2,863
| -61% | -$893K | 0.05% | 117 |
|
|
2025
Q1 | $2.47M | Buy |
4,721
+284
| +6% | +$149K | 0.24% | 46 |
|
|
2024
Q4 | $2.24M | Buy |
4,437
+67
| +2% | +$33.9K | 0.22% | 46 |
|
|
2024
Q3 | $2.56M | Buy |
4,370
+127
| +3% | +$74.3K | 0.26% | 32 |
|
|
2024
Q2 | $2.16M | Buy |
4,243
+77
| +2% | +$39.2K | 0.23% | 38 |
|
|
2024
Q1 | $2.06M | Buy |
4,166
+8
| +0.2% | +$3.96K | 0.22% | 43 |
|
|
2023
Q4 | $2.19M | Buy |
4,158
+80
| +2% | +$42.1K | 0.25% | 32 |
|
|
2023
Q3 | $2.06M | Buy |
4,078
+139
| +4% | +$70.1K | 0.26% | 32 |
|
|
2023
Q2 | $1.89M | Buy |
3,939
+8
| +0.2% | +$3.85K | 0.23% | 35 |
|
|
2023
Q1 | $1.86M | Buy |
3,931
+81
| +2% | +$38.3K | 0.23% | 35 |
|
|
2022
Q4 | $2.04M | Sell |
3,850
-3
| -0.1% | -$1.59K | 0.27% | 29 |
|
|
2022
Q3 | $1.95M | Sell |
3,853
-202
| -5% | -$102K | 0.28% | 22 |
|
|
2022
Q2 | $2.08M | Sell |
4,055
-176
| -4% | -$90.4K | 0.28% | 22 |
|
|
2022
Q1 | $2.16M | Buy |
4,231
+242
| +6% | +$123K | 0.24% | 25 |
|
|
2021
Q4 | $2M | Buy |
3,989
+74
| +2% | +$37.2K | 0.21% | 33 |
|
|
2021
Q3 | $1.53M | Buy |
3,915
+189
| +5% | +$73.9K | 0.18% | 35 |
|
|
2021
Q2 | $1.49M | Buy |
3,726
+339
| +10% | +$136K | 0.17% | 30 |
|
|
2021
Q1 | $1.26M | Buy |
3,387
+252
| +8% | +$93.7K | 0.17% | 33 |
|
|
2020
Q4 | $1.1M | Sell |
3,135
-1,619
| -34% | -$568K | 0.16% | 37 |
|
|
2020
Q3 | $1.48M | Sell |
4,754
-23
| -0.5% | -$7.17K | 0.25% | 21 |
|
|
2020
Q2 | $1.41M | Sell |
4,777
-54
| -1% | -$15.9K | 0.25% | 21 |
|
|
2020
Q1 | $1.21M | Sell |
4,831
-108
| -2% | -$26.9K | 0.24% | 18 |
|
|
2019
Q4 | $1.45M | Buy |
4,939
+284
| +6% | +$83.5K | 0.23% | 22 |
|
|
2019
Q3 | $1.01M | Hold |
4,655
| – | – | 0.17% | 26 |
|
|
2019
Q2 | $1.14M | Sell |
4,655
-21
| -0.4% | -$5.13K | 0.2% | 22 |
|
|
2019
Q1 | $1.16M | Sell |
4,676
-59
| -1% | -$14.6K | 0.21% | 20 |
|
|
2018
Q4 | $1.18M | Buy |
4,735
+1,075
| +29% | +$268K | 0.2% | 28 |
|
|
2018
Q3 | $974K | Hold |
3,660
| – | – | 0.15% | 34 |
|
|
2018
Q2 | $898K | Sell |
3,660
-60
| -2% | -$14.7K | 0.16% | 24 |
|
|
2018
Q1 | $796K | Sell |
3,720
-147
| -4% | -$31.5K | 0.15% | 26 |
|
|
2017
Q4 | $853K | Buy |
3,867
+359
| +10% | +$79.2K | 0.16% | 25 |
|
|
2017
Q3 | $687K | Buy |
3,508
+290
| +9% | +$56.8K | 0.14% | 24 |
|
|
2017
Q2 | $597K | Hold |
3,218
| – | – | 0.12% | 26 |
|
|
2017
Q1 | $528K | Buy |
3,218
+177
| +6% | +$29K | 0.11% | 34 |
|
|
2016
Q4 | $487K | Sell |
3,041
-95
| -3% | -$15.2K | 0.11% | 35 |
|
|
2016
Q3 | $439K | Hold |
3,136
| – | – | 0.11% | 45 |
|
|
2016
Q2 | $443K | Sell |
3,136
-375
| -11% | -$53K | 0.11% | 28 |
|
|
2016
Q1 | $453K | Buy |
3,511
+506
| +17% | +$65.3K | 0.12% | 37 |
|
|
2015
Q4 | $354K | Sell |
3,005
-717
| -19% | -$84.5K | 0.11% | 31 |
|
|
2015
Q3 | $432K | Buy |
3,722
+20
| +0.5% | +$2.32K | 0.14% | 25 |
|
|
2015
Q2 | $452K | Buy |
3,702
+199
| +6% | +$24.3K | 0.13% | 23 |
|
|
2015
Q1 | $414K | Buy |
3,503
+253
| +8% | +$29.9K | 0.12% | 21 |
|
|
2014
Q4 | $329K | Buy |
3,250
+37
| +1% | +$3.75K | 0.11% | 34 |
|
|
2014
Q3 | $277K | Buy |
3,213
+277
| +9% | +$23.9K | 0.1% | 52 |
|
|
2014
Q2 | $240K | Sell |
2,936
-55
| -2% | -$4.5K | 0.09% | 54 |
|
|
2014
Q1 | $245K | Buy |
+2,991
| New | +$245K | 0.1% | 53 |
|