Fuller & Thaler Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $632K | Hold |
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|
2025
Q2 | $571K | Buy |
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|
2025
Q1 | $958K | Hold |
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|
2024
Q4 | $925K | Hold |
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|
2024
Q3 | $1.07M | Hold |
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|
2024
Q2 | $931K | Hold |
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|
2024
Q1 | $905K | Hold |
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|
2023
Q4 | $963K | Buy |
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|
2023
Q3 | $746K | Buy |
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|
2023
Q2 | $663K | Buy |
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|
2023
Q1 | $472K | Hold |
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|
2022
Q4 | $530K | Sell |
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|
2022
Q3 | $795K | Sell |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $2.41M | Sell |
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|
2021
Q4 | $3.12M | Sell |
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|
2021
Q3 | $2.74M | Sell |
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|
2021
Q2 | $3.01M | Sell |
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|
2021
Q1 | $3.28M | Sell |
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|
2020
Q4 | $3.69M | Buy |
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|
2020
Q3 | $3.27M | Hold |
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|
2020
Q2 | $3.1M | Hold |
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|
2020
Q1 | $2.62M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.4M | Hold |
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|
2018
Q1 | $1.22M | Sell |
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|
2017
Q4 | $1.65M | Hold |
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|
2017
Q3 | $1.47M | Sell |
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|
2017
Q2 | $1.5M | Hold |
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|
2017
Q1 | $1.33M | Hold |
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|
2016
Q4 | $1.3M | Hold |
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|
2016
Q3 | $1.13M | Sell |
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|
2016
Q2 | $1.24M | Hold |
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|
2016
Q1 | $1.13M | Sell |
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|
2015
Q4 | $1.65M | Sell |
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|
2015
Q3 | $1.71M | Sell |
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|
2015
Q2 | $1.88M | Sell |
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|
2015
Q1 | $2.06M | Sell |
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|
2014
Q4 | $2.08M | Buy |
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|
2014
Q3 | $1.46M | Buy |
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|
2014
Q2 | $1.32M | Hold |
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|
2014
Q1 | $1.33M | Buy |
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|
2013
Q4 | $113K | Hold |
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|
2013
Q3 | $107K | Buy |
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