Franklin Street 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 | $617K | Buy |
1,977
+24
| +1% | +$7.49K | 0.04% | 102 |
|
|
2025
Q1 | $1.02M | Sell |
1,953
-169
| -8% | -$88.5K | 0.07% | 83 |
|
|
2024
Q4 | $1.07M | Buy |
2,122
+257
| +14% | +$130K | 0.07% | 83 |
|
|
2024
Q3 | $1.09M | Sell |
1,865
-137
| -7% | -$80.1K | 0.07% | 79 |
|
|
2024
Q2 | $1.02M | Sell |
2,002
-317
| -14% | -$162K | 0.07% | 82 |
|
|
2024
Q1 | $1.15M | Buy |
2,319
+495
| +27% | +$245K | 0.08% | 70 |
|
|
2023
Q4 | $960K | Hold |
1,824
| – | – | 0.08% | 73 |
|
|
2023
Q3 | $920K | Hold |
1,824
| – | – | 0.08% | 73 |
|
|
2023
Q2 | $877K | Hold |
1,824
| – | – | 0.07% | 77 |
|
|
2023
Q1 | $862K | Sell |
1,824
-307
| -14% | -$145K | 0.08% | 79 |
|
|
2022
Q4 | $1.13M | Sell |
2,131
-5
| -0.2% | -$2.65K | 0.11% | 74 |
|
|
2022
Q3 | $1.08M | Sell |
2,136
-80
| -4% | -$40.4K | 0.11% | 78 |
|
|
2022
Q2 | $1.14M | Sell |
2,216
-67
| -3% | -$34.4K | 0.11% | 78 |
|
|
2022
Q1 | $1.16M | Sell |
2,283
-175
| -7% | -$89.2K | 0.09% | 78 |
|
|
2021
Q4 | $1.23M | Sell |
2,458
-38
| -2% | -$19.1K | 0.09% | 74 |
|
|
2021
Q3 | $975K | Sell |
2,496
-115
| -4% | -$44.9K | 0.08% | 81 |
|
|
2021
Q2 | $1.05M | Sell |
2,611
-160
| -6% | -$64.1K | 0.09% | 79 |
|
|
2021
Q1 | $1.03M | Sell |
2,771
-95
| -3% | -$35.3K | 0.1% | 80 |
|
|
2020
Q4 | $1.01M | Hold |
2,866
| – | – | 0.1% | 80 |
|
|
2020
Q3 | $894K | Buy |
2,866
+450
| +19% | +$140K | 0.1% | 76 |
|
|
2020
Q2 | $713K | Sell |
2,416
-456
| -16% | -$135K | 0.08% | 82 |
|
|
2020
Q1 | $716K | Buy |
2,872
+168
| +6% | +$41.9K | 0.1% | 80 |
|
|
2019
Q4 | $795K | Sell |
2,704
-29
| -1% | -$8.53K | 0.09% | 86 |
|
|
2019
Q3 | $594K | Buy |
2,733
+201
| +8% | +$43.7K | 0.08% | 95 |
|
|
2019
Q2 | $618K | Buy |
2,532
+24
| +1% | +$5.86K | 0.08% | 95 |
|
|
2019
Q1 | $620K | Buy |
2,508
+1,391
| +125% | +$344K | 0.09% | 94 |
|
|
2018
Q4 | $278K | Hold |
1,117
| – | – | 0.04% | 122 |
|
|
2018
Q3 | $297K | Hold |
1,117
| – | – | 0.04% | 129 |
|
|
2018
Q2 | $274K | Sell |
1,117
-195
| -15% | -$47.8K | 0.04% | 129 |
|
|
2018
Q1 | $281K | Hold |
1,312
| – | – | 0.04% | 131 |
|
|
2017
Q4 | $289K | Buy |
1,312
+137
| +12% | +$30.2K | 0.04% | 137 |
|
|
2017
Q3 | $230K | Hold |
1,175
| – | – | 0.04% | 136 |
|
|
2017
Q2 | $218K | Buy |
+1,175
| New | +$218K | 0.04% | 131 |
|
|
2016
Q3 | – | Sell |
-1,475
| Closed | -$208K | – | 192 |
|
|
2016
Q2 | $208K | Buy |
+1,475
| New | +$208K | 0.04% | 179 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$12K | – | 233 |
|
|
2015
Q1 | $12K | Sell |
100
-137
| -58% | -$16.4K | ﹤0.01% | 213 |
|
|
2014
Q4 | $24K | Buy |
+237
| New | +$24K | ﹤0.01% | 205 |
|