Freestone Capital Holdings’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
33,040
+9,332
| +39% | +$2.91M | 0.35% | 52 |
|
|
2025
Q1 | $12.4M | Sell |
23,708
-11,391
| -32% | -$5.97M | 0.46% | 43 |
|
|
2024
Q4 | $17.8M | Buy |
35,099
+205
| +0.6% | +$104K | 0.61% | 29 |
|
|
2024
Q3 | $20.4M | Sell |
34,894
-652
| -2% | -$381K | 0.7% | 24 |
|
|
2024
Q2 | $18.1M | Buy |
35,546
+999
| +3% | +$509K | 0.65% | 27 |
|
|
2024
Q1 | $17.1M | Sell |
34,547
-8,172
| -19% | -$4.04M | 0.64% | 28 |
|
|
2023
Q4 | $22.5M | Buy |
42,719
+354
| +0.8% | +$186K | 1.01% | 17 |
|
|
2023
Q3 | $21.4M | Sell |
42,365
-1,627
| -4% | -$820K | 1.13% | 16 |
|
|
2023
Q2 | $21.1M | Buy |
43,992
+1,088
| +3% | +$523K | 0.85% | 19 |
|
|
2023
Q1 | $20.3M | Sell |
42,904
-270
| -0.6% | -$128K | 0.9% | 16 |
|
|
2022
Q4 | $22.9M | Sell |
43,174
-1,812
| -4% | -$961K | 1.05% | 15 |
|
|
2022
Q3 | $22.7M | Sell |
44,986
-4,549
| -9% | -$2.3M | 1.02% | 14 |
|
|
2022
Q2 | $25.4M | Sell |
49,535
-8,387
| -14% | -$4.31M | 0.97% | 14 |
|
|
2022
Q1 | $29.5M | Buy |
57,922
+4,422
| +8% | +$2.26M | 1.19% | 14 |
|
|
2021
Q4 | $26.9M | Buy |
53,500
+3,255
| +6% | +$1.63M | 1.14% | 15 |
|
|
2021
Q3 | $19.6M | Buy |
50,245
+4,324
| +9% | +$1.69M | 0.98% | 17 |
|
|
2021
Q2 | $18.4M | Buy |
45,921
+1,659
| +4% | +$664K | 0.92% | 18 |
|
|
2021
Q1 | $16.5M | Buy |
44,262
+2,945
| +7% | +$1.1M | 0.9% | 17 |
|
|
2020
Q4 | $14.5M | Sell |
41,317
-1,562
| -4% | -$548K | 0.85% | 21 |
|
|
2020
Q3 | $13.4M | Sell |
42,879
-3,605
| -8% | -$1.12M | 0.87% | 21 |
|
|
2020
Q2 | $13.7K | Buy |
46,484
+10,614
| +30% | +$3.13K | 0.16% | 21 |
|
|
2020
Q1 | $8.95K | Buy |
35,870
+1,395
| +4% | +$348 | 0.19% | 32 |
|
|
2019
Q4 | $10.1K | Buy |
34,475
+3,828
| +12% | +$1.13K | 0.21% | 32 |
|
|
2019
Q3 | $6.66K | Sell |
30,647
-915
| -3% | -$199 | 0.16% | 53 |
|
|
2019
Q2 | $7.7K | Buy |
31,562
+23,654
| +299% | +$5.77K | 0.2% | 47 |
|
|
2019
Q1 | $1.96M | Buy |
7,908
+1,903
| +32% | +$470K | 0.12% | 159 |
|
|
2018
Q4 | $1.5M | Buy |
6,005
+2,215
| +58% | +$552K | 0.1% | 174 |
|
|
2018
Q3 | $1.01M | Buy |
3,790
+2,922
| +337% | +$778K | 0.01% | 203 |
|
|
2018
Q2 | $213K | Buy |
+868
| New | +$213K | ﹤0.01% | 320 |
|
|
2017
Q1 | – | Sell |
-1,967
| Closed | -$315K | – | 361 |
|
|
2016
Q4 | $315K | Sell |
1,967
-10
| -0.5% | -$1.6K | 0.03% | 294 |
|
|
2016
Q3 | $277K | Buy |
1,977
+36
| +2% | +$5.04K | 0.03% | 299 |
|
|
2016
Q2 | $274K | Buy |
1,941
+209
| +12% | +$29.5K | 0.03% | 292 |
|
|
2016
Q1 | $223K | Buy |
+1,732
| New | +$223K | 0.02% | 304 |
|
|
2015
Q4 | – | Sell |
-1,939
| Closed | -$225K | – | 359 |
|
|
2015
Q3 | $225K | Buy |
+1,939
| New | +$225K | 0.02% | 300 |
|
|
2014
Q1 | – | Sell |
-7,487
| Closed | -$564K | – | 282 |
|
|
2013
Q4 | $564K | Buy |
7,487
+1,912
| +34% | +$144K | 0.1% | 175 |
|
|
2013
Q3 | $310K | Buy |
+5,575
| New | +$310K | 0.06% | 266 |
|