First Trust Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1M | Sell |
96,632
-83,766
| -46% | -$26.1M | 0.02% | 764 |
|
|
2025
Q1 | $94.5M | Sell |
180,398
-34,636
| -16% | -$18.1M | 0.08% | 291 |
|
|
2024
Q4 | $109M | Buy |
215,034
+47,174
| +28% | +$23.9M | 0.1% | 247 |
|
|
2024
Q3 | $98.1M | Sell |
167,860
-368,950
| -69% | -$216M | 0.09% | 244 |
|
|
2024
Q2 | $273M | Sell |
536,810
-6,394
| -1% | -$3.26M | 0.28% | 82 |
|
|
2024
Q1 | $269M | Buy |
543,204
+7,161
| +1% | +$3.54M | 0.27% | 87 |
|
|
2023
Q4 | $282M | Buy |
536,043
+95,663
| +22% | +$50.4M | 0.31% | 61 |
|
|
2023
Q3 | $222M | Sell |
440,380
-131,520
| -23% | -$66.3M | 0.26% | 92 |
|
|
2023
Q2 | $275M | Buy |
571,900
+118,022
| +26% | +$56.7M | 0.31% | 58 |
|
|
2023
Q1 | $214M | Sell |
453,878
-257,383
| -36% | -$122M | 0.25% | 93 |
|
|
2022
Q4 | $377M | Sell |
711,261
-27,792
| -4% | -$14.7M | 0.45% | 24 |
|
|
2022
Q3 | $373M | Sell |
739,053
-73,748
| -9% | -$37.2M | 0.48% | 21 |
|
|
2022
Q2 | $417M | Sell |
812,801
-74,651
| -8% | -$38.3M | 0.52% | 19 |
|
|
2022
Q1 | $453M | Buy |
887,452
+386,624
| +77% | +$197M | 0.46% | 21 |
|
|
2021
Q4 | $251M | Sell |
500,828
-166,738
| -25% | -$83.7M | 0.24% | 99 |
|
|
2021
Q3 | $261M | Sell |
667,566
-1,660
| -0.2% | -$649K | 0.28% | 78 |
|
|
2021
Q2 | $268M | Buy |
669,226
+563,040
| +530% | +$225M | 0.29% | 68 |
|
|
2021
Q1 | $39.5M | Sell |
106,186
-414,941
| -80% | -$154M | 0.05% | 488 |
|
|
2020
Q4 | $183M | Buy |
521,127
+417,327
| +402% | +$146M | 0.24% | 109 |
|
|
2020
Q3 | $32.4M | Sell |
103,800
-48,651
| -32% | -$15.2M | 0.05% | 427 |
|
|
2020
Q2 | $45M | Sell |
152,451
-38,591
| -20% | -$11.4M | 0.08% | 368 |
|
|
2020
Q1 | $47.6M | Sell |
191,042
-179,664
| -48% | -$44.8M | 0.11% | 283 |
|
|
2019
Q4 | $109M | Sell |
370,706
-113,582
| -23% | -$33.4M | 0.19% | 112 |
|
|
2019
Q3 | $105M | Buy |
484,288
+158,341
| +49% | +$34.4M | 0.2% | 104 |
|
|
2019
Q2 | $79.5M | Sell |
325,947
-101,344
| -24% | -$24.7M | 0.15% | 177 |
|
|
2019
Q1 | $106M | Buy |
427,291
+45,685
| +12% | +$11.3M | 0.21% | 112 |
|
|
2018
Q4 | $95.1M | Buy |
381,606
+74,462
| +24% | +$18.6M | 0.23% | 80 |
|
|
2018
Q3 | $81.7M | Buy |
307,144
+54,187
| +21% | +$14.4M | 0.15% | 153 |
|
|
2018
Q2 | $62.1M | Sell |
252,957
-27,183
| -10% | -$6.67M | 0.13% | 159 |
|
|
2018
Q1 | $60M | Buy |
280,140
+82
| +0% | +$17.5K | 0.14% | 147 |
|
|
2017
Q4 | $61.7M | Sell |
280,058
-38,823
| -12% | -$8.56M | 0.15% | 139 |
|
|
2017
Q3 | $62.5M | Sell |
318,881
-8,600
| -3% | -$1.68M | 0.16% | 134 |
|
|
2017
Q2 | $60.7M | Buy |
327,481
+22,800
| +7% | +$4.23M | 0.16% | 127 |
|
|
2017
Q1 | $50M | Sell |
304,681
-18,148
| -6% | -$2.98M | 0.14% | 136 |
|
|
2016
Q4 | $51.7M | Buy |
322,829
+33,440
| +12% | +$5.35M | 0.15% | 128 |
|
|
2016
Q3 | $40.5M | Buy |
289,389
+33,761
| +13% | +$4.73M | 0.12% | 183 |
|
|
2016
Q2 | $36.1M | Sell |
255,628
-66,470
| -21% | -$9.39M | 0.11% | 199 |
|
|
2016
Q1 | $41.5M | Sell |
322,098
-464,479
| -59% | -$59.9M | 0.13% | 175 |
|
|
2015
Q4 | $92.5M | Sell |
786,577
-124,413
| -14% | -$14.6M | 0.24% | 87 |
|
|
2015
Q3 | $106M | Buy |
910,990
+607,195
| +200% | +$70.4M | 0.31% | 67 |
|
|
2015
Q2 | $37.1M | Sell |
303,795
-140,879
| -32% | -$17.2M | 0.1% | 230 |
|
|
2015
Q1 | $52.6M | Sell |
444,674
-49,464
| -10% | -$5.85M | 0.15% | 136 |
|
|
2014
Q4 | $50M | Sell |
494,138
-154,444
| -24% | -$15.6M | 0.17% | 133 |
|
|
2014
Q3 | $55.9M | Buy |
648,582
+193,460
| +43% | +$16.7M | 0.22% | 87 |
|
|
2014
Q2 | $37.2M | Sell |
455,122
-117,002
| -20% | -$9.56M | 0.15% | 143 |
|
|
2014
Q1 | $46.9M | Buy |
572,124
+92,302
| +19% | +$7.57M | 0.21% | 81 |
|
|
2013
Q4 | $36.1M | Buy |
479,822
+70,690
| +17% | +$5.32M | 0.18% | 115 |
|
|
2013
Q3 | $29.3M | Sell |
409,132
-100,809
| -20% | -$7.22M | 0.16% | 133 |
|
|
2013
Q2 | $33.4M | Buy |
+509,941
| New | +$33.4M | 0.22% | 88 |
|