Flagship Harbor Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.78M Buy
12,113
+4,926
+69% +$1.54M 0.18% 128
2025
Q1
$3.76M Buy
7,187
+48
+0.7% +$25.1K 0.2% 112
2024
Q4
$3.61M Buy
7,139
+267
+4% +$135K 0.19% 107
2024
Q3
$4.02M Buy
+6,872
New +$4.02M 0.22% 105
2024
Q1
$3.38M Buy
6,823
+118
+2% +$58.4K 0.22% 105
2023
Q4
$3.53M Buy
6,705
+5
+0.1% +$2.63K 0.26% 86
2023
Q3
$3.38M Buy
6,700
+120
+2% +$60.5K 0.28% 82
2023
Q2
$3.16M Buy
6,580
+68
+1% +$32.7K 0.26% 87
2023
Q1
$3.08M Buy
6,512
+363
+6% +$172K 0.29% 91
2022
Q4
$3.26M Buy
6,149
+66
+1% +$35K 0.33% 78
2022
Q3
$3.07M Sell
6,083
-8
-0.1% -$4.04K 0.36% 70
2022
Q2
$3.13M Buy
6,091
+451
+8% +$232K 0.35% 70
2022
Q1
$2.88M Sell
5,640
-15
-0.3% -$7.65K 0.28% 89
2021
Q4
$2.84M Buy
5,655
+636
+13% +$319K 0.27% 84
2021
Q3
$2.01M Hold
5,019
0.22% 109
2021
Q2
$2.01M Buy
5,019
+25
+0.5% +$10K 0.22% 109
2021
Q1
$1.86M Sell
4,994
-319
-6% -$119K 0.21% 111
2020
Q4
$1.86M Buy
5,313
+87
+2% +$30.5K 0.23% 98
2020
Q3
$1.63M Sell
5,226
-30
-0.6% -$9.35K 0.22% 94
2020
Q2
$1.55M Buy
5,256
+125
+2% +$36.9K 0.23% 96
2020
Q1
$1.28M Sell
5,131
-15
-0.3% -$3.74K 0.26% 82
2019
Q4
$1.51M Sell
5,146
-262
-5% -$77K 0.26% 85
2019
Q3
$1.18M Buy
5,408
+185
+4% +$40.2K 0.23% 100
2019
Q2
$1.27M Sell
5,223
-443
-8% -$108K 0.26% 88
2019
Q1
$1.4M Buy
5,666
+560
+11% +$138K 0.29% 84
2018
Q4
$1.27M Sell
5,106
-498
-9% -$124K 0.31% 75
2018
Q3
$1.51M Buy
5,604
+32
+0.6% +$8.61K 0.28% 86
2018
Q2
$1.37M Buy
5,572
+944
+20% +$232K 0.27% 89
2018
Q1
$1.01M Sell
4,628
-513
-10% -$112K 0.3% 95
2017
Q4
$1.16M Buy
5,141
+9
+0.2% +$2.03K 0.33% 83
2017
Q3
$1.01M Buy
5,132
+104
+2% +$20.4K 0.33% 88
2017
Q2
$939K Buy
5,028
+15
+0.3% +$2.8K 0.33% 87
2017
Q1
$823K Buy
5,013
+1,684
+51% +$276K 0.31% 90
2016
Q4
$525K Buy
+3,329
New +$525K 0.23% 124