Globeflex Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,447
| Closed | -$1.24M | – | 469 |
|
|
2024
Q4 | $1.24M | Sell |
2,447
-3,348
| -58% | -$1.9M | 0.1% | 162 |
|
|
2024
Q3 | $3.39M | Hold |
5,795
| – | – | 0.32% | 69 |
|
|
2024
Q2 | $2.95M | Sell |
5,795
-6,260
| -52% | -$3.07M | 0.31% | 74 |
|
|
2024
Q1 | $5.96M | Hold |
12,055
| – | – | 0.58% | 41 |
|
|
2023
Q4 | $6.35M | Hold |
12,055
| – | – | 0.65% | 35 |
|
|
2023
Q3 | $6.08M | Hold |
12,055
| – | – | 0.71% | 34 |
|
|
2023
Q2 | $5.79M | Sell |
12,055
-190
| -2% | -$92.9K | 0.65% | 36 |
|
|
2023
Q1 | $5.79M | Sell |
12,245
-95
| -0.8% | -$45.8K | 0.71% | 28 |
|
|
2022
Q4 | $6.54M | Buy |
12,340
+5,000
| +68% | +$2.65M | 0.83% | 25 |
|
|
2022
Q3 | $3.71M | Buy |
7,340
+4,448
| +154% | +$2.34M | 0.64% | 31 |
|
|
2022
Q2 | $1.49M | Sell |
2,892
-196
| -6% | -$98.4K | 0.36% | 67 |
|
|
2022
Q1 | $1.57M | Hold |
3,088
| – | – | 0.32% | 76 |
|
|
2021
Q4 | $1.55M | Sell |
3,088
-127
| -4% | -$57.5K | 0.32% | 83 |
|
|
2021
Q3 | $1.26M | Hold |
3,215
| – | – | 0.27% | 113 |
|
|
2021
Q2 | $1.29M | Hold |
3,215
| – | – | 0.23% | 154 |
|
|
2021
Q1 | $1.2M | Hold |
3,215
| – | – | 0.22% | 156 |
|
|
2020
Q4 | $1.13M | Hold |
3,215
| – | – | 0.24% | 141 |
|
|
2020
Q3 | $1M | Buy |
3,215
+490
| +18% | +$151K | 0.27% | 129 |
|
|
2020
Q2 | $804K | Sell |
2,725
-171
| -6% | -$49K | 0.2% | 171 |
|
|
2020
Q1 | $722K | Sell |
2,896
-354
| -11% | -$97.4K | 0.22% | 155 |
|
|
2019
Q4 | $955K | Sell |
3,250
-466
| -13% | -$122K | 0.18% | 203 |
|
|
2019
Q3 | $808K | Hold |
3,716
| – | – | 0.18% | 195 |
|
|
2019
Q2 | $907K | Buy |
3,716
+25
| +0.7% | +$6.01K | 0.19% | 179 |
|
|
2019
Q1 | $913K | Sell |
3,691
-418
| -10% | -$107K | 0.19% | 182 |
|
|
2018
Q4 | $1.02M | Sell |
4,109
-100
| -2% | -$26.4K | 0.24% | 134 |
|
|
2018
Q3 | $1.12M | Sell |
4,209
-510
| -11% | -$133K | 0.22% | 158 |
|
|
2018
Q2 | $1.16M | Hold |
4,719
| – | – | 0.24% | 152 |
|
|
2018
Q1 | $1.01M | Hold |
4,719
| – | – | 0.21% | 166 |
|
|
2017
Q4 | $1.04M | Hold |
4,719
| – | – | 0.29% | 127 |
|
|
2017
Q3 | $924K | Hold |
4,719
| – | – | 0.26% | 149 |
|
|
2017
Q2 | $875K | Hold |
4,719
| – | – | 0.22% | 182 |
|
|
2017
Q1 | $774K | Buy |
4,719
+800
| +20% | +$131K | 0.18% | 208 |
|
|
2016
Q4 | $627K | Hold |
3,919
| – | – | 0.16% | 228 |
|
|
2016
Q3 | $549K | Hold |
3,919
| – | – | 0.14% | 236 |
|
|
2016
Q2 | $553K | Buy |
3,919
+397
| +11% | +$52.9K | 0.15% | 221 |
|
|
2016
Q1 | $454K | Hold |
3,522
| – | – | 0.12% | 240 |
|
|
2015
Q4 | $414K | Hold |
3,522
| – | – | 0.11% | 249 |
|
|
2015
Q3 | $409K | Hold |
3,522
| – | – | 0.09% | 300 |
|
|
2015
Q2 | $430K | Buy |
+3,522
| New | +$417K | 0.08% | 313 |
|
|
2014
Q2 | – | Sell |
-33
| Closed | -$2K | – | 670 |
|
|
2014
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 462 |
|
|
2013
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 466 |
|
|
2013
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 449 |
|
|
2013
Q2 | $2K | Buy |
+33
| New | +$2.05K | ﹤0.01% | 446 |
|
Other funds holding UNH
