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 |
|