GHP Investment 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 | $4.76M | Sell |
15,246
-2,135
| -12% | -$666K | 0.21% | 148 |
|
|
2025
Q1 | $9.1M | Sell |
17,381
-52
| -0.3% | -$27.2K | 0.44% | 83 |
|
|
2024
Q4 | $8.82M | Buy |
17,433
+387
| +2% | +$196K | 0.41% | 89 |
|
|
2024
Q3 | $9.97M | Buy |
17,046
+114
| +0.7% | +$66.7K | 0.46% | 78 |
|
|
2024
Q2 | $8.62M | Buy |
16,932
+219
| +1% | +$112K | 0.43% | 80 |
|
|
2024
Q1 | $8.27M | Buy |
16,713
+329
| +2% | +$163K | 0.41% | 85 |
|
|
2023
Q4 | $8.63M | Sell |
16,384
-34
| -0.2% | -$17.9K | 0.47% | 72 |
|
|
2023
Q3 | $8.86M | Sell |
16,418
-54
| -0.3% | -$29.1K | 0.54% | 58 |
|
|
2023
Q2 | $8.37M | Buy |
16,472
+401
| +2% | +$204K | 0.49% | 67 |
|
|
2023
Q1 | $7.59M | Buy |
16,071
+62
| +0.4% | +$29.3K | 0.48% | 67 |
|
|
2022
Q4 | $8.49M | Buy |
16,009
+200
| +1% | +$106K | 0.57% | 46 |
|
|
2022
Q3 | $7.98M | Buy |
15,809
+66
| +0.4% | +$33.3K | 0.61% | 39 |
|
|
2022
Q2 | $8.09M | Sell |
15,743
-10
| -0.1% | -$5.14K | 0.6% | 42 |
|
|
2022
Q1 | $8.03M | Sell |
15,753
-132
| -0.8% | -$67.3K | 0.53% | 53 |
|
|
2021
Q4 | $7.98M | Sell |
15,885
-208
| -1% | -$104K | 0.57% | 55 |
|
|
2021
Q3 | $6.29M | Buy |
16,093
+93
| +0.6% | +$36.3K | 0.5% | 73 |
|
|
2021
Q2 | $6.41M | Sell |
16,000
-36
| -0.2% | -$14.4K | 0.52% | 67 |
|
|
2021
Q1 | $5.97M | Sell |
16,036
-260
| -2% | -$96.7K | 0.52% | 68 |
|
|
2020
Q4 | $5.72M | Buy |
16,296
+113
| +0.7% | +$39.6K | 0.54% | 67 |
|
|
2020
Q3 | $5.05M | Buy |
16,183
+757
| +5% | +$236K | 0.57% | 58 |
|
|
2020
Q2 | $4.55M | Buy |
15,426
+1,227
| +9% | +$362K | 0.57% | 61 |
|
|
2020
Q1 | $3.54M | Buy |
14,199
+1,132
| +9% | +$282K | 0.53% | 63 |
|
|
2019
Q4 | $3.84M | Buy |
13,067
+262
| +2% | +$77K | 0.41% | 77 |
|
|
2019
Q3 | $2.78M | Sell |
12,805
-1,728
| -12% | -$376K | 0.35% | 93 |
|
|
2019
Q2 | $3.55M | Buy |
14,533
+855
| +6% | +$209K | 0.43% | 76 |
|
|
2019
Q1 | $3.38M | Buy |
13,678
+976
| +8% | +$241K | 0.44% | 76 |
|
|
2018
Q4 | $3.16M | Buy |
12,702
+1,178
| +10% | +$293K | 0.48% | 68 |
|
|
2018
Q3 | $3.07M | Buy |
11,524
+1,732
| +18% | +$461K | 0.41% | 78 |
|
|
2018
Q2 | $2.4M | Buy |
9,792
+1,408
| +17% | +$345K | 0.34% | 95 |
|
|
2018
Q1 | $1.79M | Buy |
8,384
+106
| +1% | +$22.7K | 0.25% | 121 |
|
|
2017
Q4 | $1.83M | Buy |
8,278
+166
| +2% | +$36.6K | 0.26% | 120 |
|
|
2017
Q3 | $1.59M | Buy |
8,112
+59
| +0.7% | +$11.6K | 0.24% | 125 |
|
|
2017
Q2 | $1.49M | Buy |
8,053
+248
| +3% | +$46K | 0.24% | 123 |
|
|
2017
Q1 | $1.28M | Sell |
7,805
-92
| -1% | -$15.1K | 0.22% | 131 |
|
|
2016
Q4 | $1.26M | Sell |
7,897
-15
| -0.2% | -$2.4K | 0.24% | 124 |
|
|
2016
Q3 | $1.11M | Buy |
7,912
+37
| +0.5% | +$5.18K | 0.23% | 126 |
|
|
2016
Q2 | $1.11M | Buy |
7,875
+247
| +3% | +$34.9K | 0.24% | 121 |
|
|
2016
Q1 | $983K | Sell |
7,628
-284
| -4% | -$36.6K | 0.22% | 128 |
|
|
2015
Q4 | $931K | Buy |
7,912
+222
| +3% | +$26.1K | 0.22% | 126 |
|
|
2015
Q3 | $892K | Buy |
7,690
+362
| +5% | +$42K | 0.23% | 127 |
|
|
2015
Q2 | $864K | Buy |
7,328
+216
| +3% | +$25.5K | 0.21% | 134 |
|
|
2015
Q1 | $841K | Buy |
7,112
+271
| +4% | +$32K | 0.22% | 129 |
|
|
2014
Q4 | $692K | Buy |
6,841
+128
| +2% | +$12.9K | 0.19% | 143 |
|
|
2014
Q3 | $579K | Buy |
6,713
+241
| +4% | +$20.8K | 0.17% | 147 |
|
|
2014
Q2 | $529K | Buy |
6,472
+642
| +11% | +$52.5K | 0.16% | 158 |
|
|
2014
Q1 | $478K | Buy |
5,830
+1
| +0% | +$82 | 0.15% | 158 |
|
|
2013
Q4 | $439K | Buy |
5,829
+1
| +0% | +$75 | 0.14% | 165 |
|
|
2013
Q3 | $417K | Buy |
5,828
+211
| +4% | +$15.1K | 0.15% | 165 |
|
|
2013
Q2 | $368K | Buy |
+5,617
| New | +$368K | 0.15% | 165 |
|