Foster & Motley’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
4,874
-416
| -8% | -$130K | 0.09% | 195 |
|
|
2025
Q1 | $2.77M | Sell |
5,290
-692
| -12% | -$362K | 0.17% | 131 |
|
|
2024
Q4 | $3.03M | Sell |
5,982
-107
| -2% | -$54.1K | 0.2% | 116 |
|
|
2024
Q3 | $3.56M | Sell |
6,089
-288
| -5% | -$168K | 0.23% | 111 |
|
|
2024
Q2 | $3.25M | Buy |
6,377
+24
| +0.4% | +$12.2K | 0.22% | 114 |
|
|
2024
Q1 | $3.14M | Sell |
6,353
-161
| -2% | -$79.7K | 0.22% | 119 |
|
|
2023
Q4 | $3.43M | Sell |
6,514
-556
| -8% | -$293K | 0.25% | 111 |
|
|
2023
Q3 | $3.57M | Sell |
7,070
-409
| -5% | -$206K | 0.29% | 96 |
|
|
2023
Q2 | $3.6M | Buy |
7,479
+123
| +2% | +$59.1K | 0.28% | 103 |
|
|
2023
Q1 | $3.48M | Sell |
7,356
-128
| -2% | -$60.5K | 0.28% | 96 |
|
|
2022
Q4 | $3.97M | Buy |
7,484
+47
| +0.6% | +$24.9K | 0.34% | 77 |
|
|
2022
Q3 | $3.76M | Sell |
7,437
-284
| -4% | -$143K | 0.36% | 69 |
|
|
2022
Q2 | $3.97M | Sell |
7,721
-427
| -5% | -$219K | 0.35% | 67 |
|
|
2022
Q1 | $4.16M | Sell |
8,148
-56
| -0.7% | -$28.6K | 0.33% | 76 |
|
|
2021
Q4 | $4.12M | Sell |
8,204
-68
| -0.8% | -$34.1K | 0.32% | 80 |
|
|
2021
Q3 | $3.23M | Sell |
8,272
-112
| -1% | -$43.8K | 0.27% | 93 |
|
|
2021
Q2 | $3.36M | Sell |
8,384
-182
| -2% | -$72.9K | 0.28% | 89 |
|
|
2021
Q1 | $3.19M | Sell |
8,566
-332
| -4% | -$124K | 0.27% | 93 |
|
|
2020
Q4 | $3.12M | Sell |
8,898
-466
| -5% | -$163K | 0.3% | 85 |
|
|
2020
Q3 | $2.92M | Sell |
9,364
-357
| -4% | -$111K | 0.34% | 83 |
|
|
2020
Q2 | $2.87M | Sell |
9,721
-1,087
| -10% | -$321K | 0.36% | 80 |
|
|
2020
Q1 | $2.7M | Sell |
10,808
-476
| -4% | -$119K | 0.4% | 74 |
|
|
2019
Q4 | $3.32M | Sell |
11,284
-1,334
| -11% | -$392K | 0.42% | 68 |
|
|
2019
Q3 | $2.74M | Sell |
12,618
-5
| -0% | -$1.09K | 0.37% | 78 |
|
|
2019
Q2 | $3.08M | Buy |
12,623
+162
| +1% | +$39.5K | 0.43% | 66 |
|
|
2019
Q1 | $3.08M | Sell |
12,461
-295
| -2% | -$72.9K | 0.44% | 65 |
|
|
2018
Q4 | $3.18M | Sell |
12,756
-338
| -3% | -$84.2K | 0.51% | 60 |
|
|
2018
Q3 | $3.48M | Sell |
13,094
-397
| -3% | -$106K | 0.52% | 59 |
|
|
2018
Q2 | $3.31M | Buy |
13,491
+156
| +1% | +$38.3K | 0.53% | 58 |
|
|
2018
Q1 | $2.85M | Sell |
13,335
-829
| -6% | -$177K | 0.47% | 63 |
|
|
2017
Q4 | $3.12M | Sell |
14,164
-685
| -5% | -$151K | 0.5% | 60 |
|
|
2017
Q3 | $2.91M | Sell |
14,849
-290
| -2% | -$56.8K | 0.5% | 62 |
|
|
2017
Q2 | $2.81M | Buy |
15,139
+577
| +4% | +$107K | 0.5% | 64 |
|
|
2017
Q1 | $2.39M | Buy |
14,562
+651
| +5% | +$107K | 0.44% | 78 |
|
|
2016
Q4 | $2.23M | Buy |
13,911
+5,298
| +62% | +$848K | 0.43% | 77 |
|
|
2016
Q3 | $1.21M | Buy |
8,613
+5,054
| +142% | +$708K | 0.23% | 99 |
|
|
2016
Q2 | $503K | Buy |
3,559
+632
| +22% | +$89.3K | 0.1% | 127 |
|
|
2016
Q1 | $377K | Buy |
2,927
+442
| +18% | +$56.9K | 0.08% | 133 |
|
|
2015
Q4 | $292K | Sell |
2,485
-132
| -5% | -$15.5K | 0.06% | 152 |
|
|
2015
Q3 | $304K | Buy |
2,617
+352
| +16% | +$40.9K | 0.07% | 152 |
|
|
2015
Q2 | $276K | Sell |
2,265
-140
| -6% | -$17.1K | 0.06% | 157 |
|
|
2015
Q1 | $284K | Sell |
2,405
-275
| -10% | -$32.5K | 0.06% | 151 |
|
|
2014
Q4 | $271K | Buy |
2,680
+140
| +6% | +$14.2K | 0.06% | 150 |
|
|
2014
Q3 | $219K | Sell |
2,540
-155
| -6% | -$13.4K | 0.05% | 156 |
|
|
2014
Q2 | $220K | Sell |
2,695
-724
| -21% | -$59.1K | 0.05% | 155 |
|
|
2014
Q1 | $280K | Sell |
3,419
-2,397
| -41% | -$196K | 0.07% | 144 |
|
|
2013
Q4 | $438K | Sell |
5,816
-2,424
| -29% | -$183K | 0.11% | 120 |
|
|
2013
Q3 | $590K | Sell |
8,240
-522
| -6% | -$37.4K | 0.16% | 102 |
|
|
2013
Q2 | $574K | Buy |
+8,762
| New | +$574K | 0.16% | 103 |
|