Freedom Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Sell |
2,430
-1,873
| -44% | -$584K | 0.06% | 326 |
|
|
2025
Q1 | $2.25M | Buy |
4,303
+60
| +1% | +$31.4K | 0.19% | 89 |
|
|
2024
Q4 | $2.15M | Sell |
4,243
-173
| -4% | -$87.5K | 0.18% | 91 |
|
|
2024
Q3 | $2.58M | Sell |
4,416
-691
| -14% | -$404K | 0.21% | 82 |
|
|
2024
Q2 | $2.6M | Buy |
5,107
+84
| +2% | +$42.8K | 0.21% | 81 |
|
|
2024
Q1 | $2.48M | Buy |
5,023
+89
| +2% | +$44K | 0.2% | 89 |
|
|
2023
Q4 | $2.6M | Buy |
4,934
+324
| +7% | +$171K | 0.21% | 86 |
|
|
2023
Q3 | $2.32M | Buy |
4,610
+486
| +12% | +$245K | 0.28% | 74 |
|
|
2023
Q2 | $1.98M | Buy |
4,124
+519
| +14% | +$249K | 0.22% | 97 |
|
|
2023
Q1 | $1.7M | Buy |
3,605
+520
| +17% | +$246K | 0.19% | 136 |
|
|
2022
Q4 | $1.64M | Sell |
3,085
-417
| -12% | -$221K | 0.18% | 141 |
|
|
2022
Q3 | $1.77M | Sell |
3,502
-448
| -11% | -$226K | 0.2% | 121 |
|
|
2022
Q2 | $2.03M | Buy |
3,950
+756
| +24% | +$388K | 0.22% | 112 |
|
|
2022
Q1 | $1.63M | Sell |
3,194
-2,507
| -44% | -$1.28M | 0.15% | 178 |
|
|
2021
Q4 | $2.86M | Sell |
5,701
-276
| -5% | -$139K | 0.21% | 118 |
|
|
2021
Q3 | $2.34M | Buy |
5,977
+1,284
| +27% | +$502K | 0.18% | 146 |
|
|
2021
Q2 | $1.88M | Sell |
4,693
-383
| -8% | -$153K | 0.14% | 172 |
|
|
2021
Q1 | $1.89M | Buy |
5,076
+1,731
| +52% | +$644K | 0.15% | 169 |
|
|
2020
Q4 | $1.17M | Sell |
3,345
-195
| -6% | -$68.4K | 0.13% | 161 |
|
|
2020
Q3 | $1.1M | Buy |
3,540
+615
| +21% | +$192K | 0.12% | 162 |
|
|
2020
Q2 | $863K | Sell |
2,925
-85
| -3% | -$25.1K | 0.09% | 185 |
|
|
2020
Q1 | $871K | Sell |
3,010
-124
| -4% | -$35.9K | 0.08% | 212 |
|
|
2019
Q4 | $921K | Buy |
3,134
+374
| +14% | +$110K | 0.08% | 218 |
|
|
2019
Q3 | $600K | Sell |
2,760
-1,009
| -27% | -$219K | 0.05% | 314 |
|
|
2019
Q2 | $920K | Buy |
3,769
+889
| +31% | +$217K | 0.08% | 233 |
|
|
2019
Q1 | $712K | Sell |
2,880
-2,962
| -51% | -$732K | 0.06% | 302 |
|
|
2018
Q4 | $1.46M | Buy |
5,842
+1,235
| +27% | +$308K | 0.11% | 186 |
|
|
2018
Q3 | $1.24M | Buy |
4,607
+2,210
| +92% | +$593K | 0.08% | 267 |
|
|
2018
Q2 | $588K | Sell |
2,397
-2,359
| -50% | -$579K | 0.04% | 483 |
|
|
2018
Q1 | $1.02M | Sell |
4,756
-629
| -12% | -$135K | 0.05% | 364 |
|
|
2017
Q4 | $1.19M | Buy |
5,385
+344
| +7% | +$75.8K | 0.06% | 297 |
|
|
2017
Q3 | $987K | Sell |
5,041
-480
| -9% | -$94K | 0.05% | 343 |
|
|
2017
Q2 | $1.02M | Sell |
5,521
-1,650
| -23% | -$306K | 0.06% | 303 |
|
|
2017
Q1 | $1.18M | Sell |
7,171
-1,323
| -16% | -$217K | 0.07% | 242 |
|
|
2016
Q4 | $1.36M | Buy |
8,494
+2,463
| +41% | +$394K | 0.09% | 169 |
|
|
2016
Q3 | $844K | Sell |
6,031
-2,220
| -27% | -$311K | 0.05% | 290 |
|
|
2016
Q2 | $1.17M | Buy |
8,251
+195
| +2% | +$27.5K | 0.08% | 181 |
|
|
2016
Q1 | $1.04M | Buy |
8,056
+162
| +2% | +$20.9K | 0.08% | 202 |
|
|
2015
Q4 | $929K | Sell |
7,894
-4,426
| -36% | -$521K | 0.07% | 236 |
|
|
2015
Q3 | $1.05M | Buy |
12,320
+6,253
| +103% | +$534K | 0.11% | 151 |
|
|
2015
Q2 | $740K | Buy |
6,067
+2,147
| +55% | +$262K | 0.08% | 231 |
|
|
2015
Q1 | $464K | Buy |
3,920
+1,783
| +83% | +$211K | 0.05% | 331 |
|
|
2014
Q4 | $216K | Buy |
+2,137
| New | +$216K | 0.03% | 532 |
|