Geneos Wealth 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 | $3.38M | Sell |
10,825
-4,736
| -30% | -$1.48M | 0.08% | 285 |
|
|
2025
Q1 | $11.6M | Buy |
15,561
+1,877
| +14% | +$1.4M | 0.17% | 150 |
|
|
2024
Q4 | $6.92M | Buy |
+13,684
| New | +$6.92M | 0.24% | 94 |
|
|
2022
Q1 | – | Sell |
-12,600
| Closed | -$6.33M | – | 2988 |
|
|
2021
Q4 | $6.33M | Buy |
12,600
+898
| +8% | +$451K | 0.24% | 97 |
|
|
2021
Q3 | $4.59M | Buy |
11,702
+557
| +5% | +$219K | 0.18% | 141 |
|
|
2021
Q2 | $4.56M | Sell |
11,145
-1,566
| -12% | -$641K | 0.18% | 133 |
|
|
2021
Q1 | $5.07M | Sell |
12,711
-2,002
| -14% | -$798K | 0.14% | 171 |
|
|
2020
Q4 | $4.93M | Buy |
14,713
+6,316
| +75% | +$2.12M | 0.2% | 125 |
|
|
2020
Q3 | $2.54M | Sell |
8,397
-491
| -6% | -$149K | 0.13% | 169 |
|
|
2020
Q2 | $2.55M | Buy |
8,888
+414
| +5% | +$119K | 0.14% | 159 |
|
|
2020
Q1 | $2.05M | Buy |
8,474
+1,394
| +20% | +$338K | 0.14% | 162 |
|
|
2019
Q4 | $2.1M | Sell |
7,080
-82
| -1% | -$24.3K | 0.11% | 198 |
|
|
2019
Q3 | $1.54M | Buy |
7,162
+285
| +4% | +$61.3K | 0.09% | 214 |
|
|
2019
Q2 | $1.68M | Sell |
6,877
-578
| -8% | -$141K | 0.1% | 196 |
|
|
2019
Q1 | $1.84M | Sell |
7,455
-41
| -0.5% | -$10.1K | 0.12% | 186 |
|
|
2018
Q4 | $1.85M | Buy |
7,496
+808
| +12% | +$199K | 0.14% | 174 |
|
|
2018
Q3 | $1.78M | Sell |
6,688
-13
| -0.2% | -$3.46K | 0.12% | 187 |
|
|
2018
Q2 | $1.64M | Buy |
6,701
+52
| +0.8% | +$12.8K | 0.13% | 160 |
|
|
2018
Q1 | $1.42M | Sell |
6,649
-585
| -8% | -$125K | 0.12% | 163 |
|
|
2017
Q4 | $1.59M | Buy |
7,234
+484
| +7% | +$107K | 0.14% | 153 |
|
|
2017
Q3 | $1.32M | Buy |
6,750
+14
| +0.2% | +$2.74K | 0.13% | 162 |
|
|
2017
Q2 | $1.25M | Hold |
6,736
| – | – | 0.13% | 157 |
|
|
2017
Q1 | $1.1M | Buy |
6,736
+64
| +1% | +$10.5K | 0.11% | 164 |
|
|
2016
Q4 | $1.07M | Buy |
6,672
+181
| +3% | +$28.9K | 0.14% | 153 |
|
|
2016
Q3 | $908K | Buy |
6,491
+20
| +0.3% | +$2.8K | 0.12% | 170 |
|
|
2016
Q2 | $911K | Buy |
6,471
+209
| +3% | +$29.4K | 0.13% | 162 |
|
|
2016
Q1 | $813K | Buy |
+6,262
| New | +$813K | 0.12% | 168 |
|