Goelzer Investment 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 | $8.4M | Buy |
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|
2025
Q2 | $7.52M | Buy |
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|
2025
Q1 | $8.39M | Sell |
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|
2024
Q4 | $8.36M | Buy |
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|
2024
Q3 | $8.77M | Sell |
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|
2024
Q2 | $8.24M | Sell |
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|
2024
Q1 | $9.06M | Buy |
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|
2023
Q4 | $8.89M | Buy |
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|
2023
Q3 | $8.33M | Sell |
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|
2023
Q2 | $8M | Sell |
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|
2023
Q1 | $8.15M | Sell |
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|
2022
Q4 | $11.8M | Sell |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $10.9M | Sell |
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|
2022
Q1 | $11M | Sell |
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|
2021
Q4 | $10.9M | Sell |
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|
2021
Q3 | $8.87M | Sell |
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|
2021
Q2 | $9.39M | Sell |
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|
2021
Q1 | $8.83M | Sell |
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|
2020
Q4 | $9.48M | Sell |
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|
2020
Q3 | $8.82M | Sell |
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|
2020
Q2 | $9.5M | Sell |
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|
2020
Q1 | $8.54M | Sell |
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|
2019
Q4 | $10.2M | Sell |
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|
2019
Q3 | $7.69M | Buy |
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|
2019
Q2 | $6.1M | Buy |
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|
2019
Q1 | $4M | Buy |
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|
2018
Q4 | $3.7M | Sell |
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|
2018
Q3 | $3.98M | Sell |
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|
2018
Q2 | $3.78M | Sell |
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|
2018
Q1 | $3.48M | Sell |
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|
2017
Q4 | $3.84M | Sell |
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|
2017
Q3 | $3.47M | Sell |
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|
2017
Q2 | $3.35M | Sell |
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|
2017
Q1 | $3.01M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $288K | Sell |
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|
2015
Q4 | $282K | Buy |
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|
2015
Q3 | $276K | Buy |
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|
2015
Q2 | $286K | Buy |
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|
2015
Q1 | $266K | Sell |
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|
2014
Q4 | $233K | Sell |
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|
2014
Q3 | $233K | Hold |
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|
2014
Q2 | $221K | Sell |
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|
2014
Q1 | $224K | Sell |
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|
2013
Q4 | $207K | Sell |
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|
2013
Q3 | $4.1M | Sell |
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|
2013
Q2 | $7.2M | Buy |
|