First City Capital 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 | $364K | Sell |
1,166
-17
| -1% | -$5.3K | 0.21% | 118 |
|
|
2025
Q1 | $620K | Buy |
1,183
+52
| +5% | +$27.2K | 0.37% | 69 |
|
|
2024
Q4 | $572K | Hold |
1,131
| – | – | 0.3% | 79 |
|
|
2024
Q3 | $661K | Buy |
1,131
+30
| +3% | +$17.5K | 0.34% | 70 |
|
|
2024
Q2 | $561K | Hold |
1,101
| – | – | 0.32% | 80 |
|
|
2024
Q1 | $545K | Sell |
1,101
-11
| -1% | -$5.44K | 0.3% | 81 |
|
|
2023
Q4 | $585K | Sell |
1,112
-130
| -10% | -$68.4K | 0.34% | 80 |
|
|
2023
Q3 | $626K | Buy |
1,242
+1
| +0.1% | +$504 | 0.39% | 72 |
|
|
2023
Q2 | $596K | Hold |
1,241
| – | – | 0.35% | 79 |
|
|
2023
Q1 | $611K | Hold |
1,241
| – | – | 0.36% | 80 |
|
|
2022
Q4 | $658K | Sell |
1,241
-100
| -7% | -$53K | 0.4% | 69 |
|
|
2022
Q3 | $677K | Sell |
1,341
-20
| -1% | -$10.1K | 0.45% | 66 |
|
|
2022
Q2 | $699K | Buy |
1,361
+11
| +0.8% | +$5.65K | 0.43% | 67 |
|
|
2022
Q1 | $688K | Buy |
1,350
+20
| +2% | +$10.2K | 0.38% | 76 |
|
|
2021
Q4 | $643K | Sell |
1,330
-150
| -10% | -$72.5K | 0.36% | 79 |
|
|
2021
Q3 | $578K | Sell |
1,480
-10
| -0.7% | -$3.91K | 0.33% | 94 |
|
|
2021
Q2 | $605K | Sell |
1,490
-5
| -0.3% | -$2.03K | 0.33% | 93 |
|
|
2021
Q1 | $606K | Sell |
1,495
-190
| -11% | -$77K | 0.35% | 85 |
|
|
2020
Q4 | $561K | Sell |
1,685
-1,553
| -48% | -$517K | 0.36% | 86 |
|
|
2020
Q3 | $1.04M | Buy |
3,238
+1,435
| +80% | +$462K | 0.39% | 75 |
|
|
2020
Q2 | $532K | Buy |
+1,803
| New | +$532K | 0.41% | 76 |
|
|
2020
Q1 | – | Sell |
-1,815
| Closed | -$534K | – | 137 |
|
|
2019
Q4 | $534K | Sell |
1,815
-21
| -1% | -$6.18K | 0.37% | 79 |
|
|
2019
Q3 | $399K | Buy |
1,836
+161
| +10% | +$35K | 0.29% | 96 |
|
|
2019
Q2 | $409K | Sell |
1,675
-15
| -0.9% | -$3.66K | 0.3% | 93 |
|
|
2019
Q1 | $418K | Sell |
1,690
-640
| -27% | -$158K | 0.3% | 97 |
|
|
2018
Q4 | $580K | Buy |
+2,330
| New | +$580K | 0.45% | 68 |
|
|
2018
Q3 | – | Sell |
-2,380
| Closed | -$584K | – | 149 |
|
|
2018
Q2 | $584K | Sell |
2,380
-50
| -2% | -$12.3K | 0.42% | 76 |
|
|
2018
Q1 | $520K | Hold |
2,430
| – | – | 0.39% | 83 |
|
|
2017
Q4 | $536K | Sell |
2,430
-25
| -1% | -$5.51K | 0.37% | 86 |
|
|
2017
Q3 | $481K | Sell |
2,455
-45
| -2% | -$8.82K | 0.34% | 88 |
|
|
2017
Q2 | $464K | Hold |
2,500
| – | – | 0.34% | 87 |
|
|
2017
Q1 | $410K | Hold |
2,500
| – | – | 0.3% | 91 |
|
|
2016
Q4 | $400K | Hold |
2,500
| – | – | 0.3% | 93 |
|
|
2016
Q3 | $350K | Hold |
2,500
| – | – | 0.27% | 97 |
|
|
2016
Q2 | $353K | Hold |
2,500
| – | – | 0.27% | 98 |
|
|
2016
Q1 | $322K | Sell |
2,500
-420
| -14% | -$54.1K | 0.22% | 100 |
|
|
2015
Q4 | $344K | Hold |
2,920
| – | – | 0.23% | 100 |
|
|
2015
Q3 | $339K | Hold |
2,920
| – | – | 0.25% | 99 |
|
|
2015
Q2 | $356K | Hold |
2,920
| – | – | 0.25% | 96 |
|
|
2015
Q1 | $345K | Hold |
2,920
| – | – | 0.24% | 99 |
|
|
2014
Q4 | $295K | Hold |
2,920
| – | – | 0.2% | 110 |
|
|
2014
Q3 | $252K | Hold |
2,920
| – | – | 0.18% | 124 |
|
|
2014
Q2 | $239K | Hold |
2,920
| – | – | 0.17% | 125 |
|
|
2014
Q1 | $239K | Hold |
2,920
| – | – | 0.17% | 126 |
|
|
2013
Q4 | $220K | Sell |
2,920
-250
| -8% | -$18.8K | 0.18% | 136 |
|
|
2013
Q3 | $227K | Hold |
3,170
| – | – | 0.19% | 142 |
|
|
2013
Q2 | $208K | Buy |
+3,170
| New | +$208K | 0.19% | 126 |
|