Founders Capital Management (Texas)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $109K | Hold |
350
| – | – | 0.07% | 77 |
|
2025
Q1 | $183K | Sell |
350
-26
| -7% | -$13.6K | 0.12% | 57 |
|
2024
Q4 | $190K | Hold |
376
| – | – | 0.12% | 55 |
|
2024
Q3 | $220K | Buy |
376
+11
| +3% | +$6.43K | 0.13% | 52 |
|
2024
Q2 | $186K | Hold |
365
| – | – | 0.12% | 56 |
|
2024
Q1 | $181K | Sell |
365
-12
| -3% | -$5.94K | 0.12% | 58 |
|
2023
Q4 | $199K | Sell |
377
-6
| -2% | -$3.16K | 0.14% | 52 |
|
2023
Q3 | $193K | Sell |
383
-8
| -2% | -$4.04K | 0.15% | 50 |
|
2023
Q2 | $188K | Buy |
391
+6
| +2% | +$2.89K | 0.14% | 62 |
|
2023
Q1 | $182K | Buy |
385
+15
| +4% | +$7.09K | 0.14% | 60 |
|
2022
Q4 | $196K | Hold |
370
| – | – | 0.15% | 61 |
|
2022
Q3 | $187K | Hold |
370
| – | – | 0.15% | 61 |
|
2022
Q2 | $190K | Sell |
370
-170
| -31% | -$87.3K | 0.15% | 61 |
|
2022
Q1 | $271K | Hold |
540
| – | – | 0.17% | 56 |
|
2021
Q4 | $271K | Sell |
540
-65
| -11% | -$32.6K | 0.17% | 56 |
|
2021
Q3 | $236K | Hold |
605
| – | – | 0.16% | 57 |
|
2021
Q2 | $242K | Hold |
605
| – | – | 0.16% | 53 |
|
2021
Q1 | $225K | Hold |
605
| – | – | 0.16% | 50 |
|
2020
Q4 | $212K | Buy |
+605
| New | +$212K | 0.15% | 51 |
|
2020
Q1 | $151K | Sell |
605
-220
| -27% | -$54.9K | 0.16% | 49 |
|
2019
Q4 | $243K | Hold |
825
| – | – | 0.18% | 47 |
|
2019
Q3 | $179K | Hold |
825
| – | – | 0.14% | 56 |
|
2019
Q2 | $201K | Hold |
825
| – | – | 0.18% | 54 |
|
2019
Q1 | $204K | Hold |
825
| – | – | 0.19% | 53 |
|
2018
Q4 | $206K | Hold |
825
| – | – | 0.22% | 53 |
|
2018
Q3 | $219K | Hold |
825
| – | – | 0.18% | 61 |
|
2018
Q2 | $202K | Hold |
825
| – | – | 0.18% | 64 |
|
2018
Q1 | $177K | Hold |
825
| – | – | 0.15% | 79 |
|
2017
Q4 | $182K | Hold |
825
| – | – | 0.15% | 79 |
|
2017
Q3 | $162K | Hold |
825
| – | – | 0.13% | 88 |
|
2017
Q2 | $153K | Hold |
825
| – | – | 0.14% | 85 |
|
2017
Q1 | $135K | Buy |
+825
| New | +$135K | 0.12% | 92 |
|