First Long Island Investors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Sell |
53,768
-52,376
| -49% | -$16.3M | 1.32% | 33 |
|
|
2025
Q1 | $55.6M | Sell |
106,144
-1,536
| -1% | -$804K | 4.58% | 4 |
|
|
2024
Q4 | $54.5M | Buy |
107,680
+1,307
| +1% | +$661K | 4.33% | 4 |
|
|
2024
Q3 | $62.2M | Buy |
106,373
+452
| +0.4% | +$264K | 4.9% | 2 |
|
|
2024
Q2 | $53.9M | Buy |
105,921
+5,762
| +6% | +$2.93M | 4.56% | 3 |
|
|
2024
Q1 | $49.5M | Buy |
100,159
+6,785
| +7% | +$3.36M | 4.13% | 5 |
|
|
2023
Q4 | $49.2M | Sell |
93,374
-1,010
| -1% | -$532K | 4.37% | 2 |
|
|
2023
Q3 | $47.6M | Sell |
94,384
-1,049
| -1% | -$529K | 4.61% | 3 |
|
|
2023
Q2 | $45.9M | Sell |
95,433
-6,023
| -6% | -$2.89M | 4.41% | 3 |
|
|
2023
Q1 | $47.9M | Sell |
101,456
-14,559
| -13% | -$6.88M | 4.87% | 2 |
|
|
2022
Q4 | $61.5M | Sell |
116,015
-569
| -0.5% | -$302K | 6.45% | 1 |
|
|
2022
Q3 | $58.9M | Sell |
116,584
-827
| -0.7% | -$418K | 6.54% | 1 |
|
|
2022
Q2 | $60.3M | Sell |
117,411
-10,143
| -8% | -$5.21M | 6.27% | 1 |
|
|
2022
Q1 | $65M | Sell |
127,554
-3,349
| -3% | -$1.71M | 5.53% | 1 |
|
|
2021
Q4 | $65.7M | Sell |
130,903
-263
| -0.2% | -$132K | 5.16% | 2 |
|
|
2021
Q3 | $51.3M | Buy |
131,166
+2,816
| +2% | +$1.1M | 4.39% | 2 |
|
|
2021
Q2 | $51.4M | Sell |
128,350
-3,367
| -3% | -$1.35M | 4.4% | 2 |
|
|
2021
Q1 | $49M | Sell |
131,717
-892
| -0.7% | -$332K | 4.35% | 3 |
|
|
2020
Q4 | $46.5M | Buy |
132,609
+5,146
| +4% | +$1.8M | 4.34% | 3 |
|
|
2020
Q3 | $39.7M | Buy |
127,463
+6,996
| +6% | +$2.18M | 4.1% | 4 |
|
|
2020
Q2 | $35.5M | Buy |
120,467
+6,199
| +5% | +$1.83M | 4.03% | 4 |
|
|
2020
Q1 | $28.5M | Buy |
114,268
+26,892
| +31% | +$6.71M | 3.87% | 3 |
|
|
2019
Q4 | $25.7M | Buy |
87,376
+40,572
| +87% | +$11.9M | 2.88% | 8 |
|
|
2019
Q3 | $10.2M | Buy |
46,804
+12,057
| +35% | +$2.62M | 1.25% | 38 |
|
|
2019
Q2 | $8.48M | Buy |
34,747
+7,989
| +30% | +$1.95M | 1.05% | 42 |
|
|
2019
Q1 | $6.62M | Buy |
26,758
+840
| +3% | +$208K | 0.85% | 48 |
|
|
2018
Q4 | $6.46M | Buy |
25,918
+475
| +2% | +$118K | 0.96% | 44 |
|
|
2018
Q3 | $6.77M | Buy |
25,443
+548
| +2% | +$146K | 0.88% | 46 |
|
|
2018
Q2 | $6.11M | Sell |
24,895
-1,506
| -6% | -$369K | 0.87% | 46 |
|
|
2018
Q1 | $5.65M | Buy |
26,401
+300
| +1% | +$64.2K | 0.78% | 51 |
|
|
2017
Q4 | $5.75M | Buy |
26,101
+411
| +2% | +$90.6K | 0.78% | 49 |
|
|
2017
Q3 | $5.03M | Sell |
25,690
-899
| -3% | -$176K | 0.73% | 50 |
|
|
2017
Q2 | $4.93M | Buy |
26,589
+3,777
| +17% | +$700K | 0.77% | 53 |
|
|
2017
Q1 | $3.74M | Buy |
+22,812
| New | +$3.74M | 0.62% | 52 |
|