Good Life 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 | $1.52M | Buy |
4,883
+3,900
| +397% | +$1.22M | 0.1% | 165 |
|
|
2025
Q1 | $515K | Buy |
983
+55
| +6% | +$28.8K | 0.04% | 294 |
|
|
2024
Q4 | $470K | Sell |
928
-617
| -40% | -$312K | 0.03% | 302 |
|
|
2024
Q3 | $903K | Buy |
1,545
+519
| +51% | +$303K | 0.06% | 235 |
|
|
2024
Q2 | $523K | Sell |
1,026
-284
| -22% | -$145K | 0.04% | 253 |
|
|
2024
Q1 | $648K | Sell |
1,310
-326
| -20% | -$161K | 0.06% | 207 |
|
|
2023
Q4 | $862K | Sell |
1,636
-22
| -1% | -$11.6K | 0.09% | 171 |
|
|
2023
Q3 | $836K | Buy |
1,658
+213
| +15% | +$107K | 0.1% | 165 |
|
|
2023
Q2 | $694K | Buy |
1,445
+204
| +16% | +$98K | 0.08% | 179 |
|
|
2023
Q1 | $587K | Buy |
1,241
+30
| +2% | +$14.2K | 0.08% | 187 |
|
|
2022
Q4 | $642K | Buy |
1,211
+120
| +11% | +$63.6K | 0.09% | 175 |
|
|
2022
Q3 | $551K | Sell |
1,091
-44
| -4% | -$22.2K | 0.08% | 177 |
|
|
2022
Q2 | $583K | Buy |
1,135
+84
| +8% | +$43.1K | 0.08% | 177 |
|
|
2022
Q1 | $536K | Buy |
1,051
+92
| +10% | +$46.9K | 0.07% | 193 |
|
|
2021
Q4 | $482K | Buy |
959
+29
| +3% | +$14.6K | 0.06% | 212 |
|
|
2021
Q3 | $363K | Buy |
+930
| New | +$363K | 0.05% | 246 |
|
|
2021
Q2 | – | Sell |
-1,142
| Closed | -$424K | – | 341 |
|
|
2021
Q1 | $424K | Buy |
1,142
+161
| +16% | +$59.8K | 0.09% | 177 |
|
|
2020
Q4 | $346K | Sell |
981
-39
| -4% | -$13.8K | 0.08% | 173 |
|
|
2020
Q3 | $317K | Sell |
1,020
-67
| -6% | -$20.8K | 0.09% | 169 |
|
|
2020
Q2 | $318K | Sell |
1,087
-110
| -9% | -$32.2K | 0.1% | 157 |
|
|
2020
Q1 | $288K | Sell |
1,197
-225
| -16% | -$54.1K | 0.1% | 160 |
|
|
2019
Q4 | $417K | Sell |
1,422
-57
| -4% | -$16.7K | 0.12% | 142 |
|
|
2019
Q3 | $322K | Sell |
1,479
-6
| -0.4% | -$1.31K | 0.1% | 168 |
|
|
2019
Q2 | $359K | Buy |
1,485
+237
| +19% | +$57.3K | 0.1% | 144 |
|
|
2019
Q1 | $303K | Buy |
1,248
+204
| +20% | +$49.5K | 0.09% | 166 |
|
|
2018
Q4 | $260K | Sell |
1,044
-123
| -11% | -$30.6K | 0.08% | 179 |
|
|
2018
Q3 | $310K | Buy |
1,167
+91
| +8% | +$24.2K | 0.09% | 168 |
|
|
2018
Q2 | $261K | Sell |
1,076
-124
| -10% | -$30.1K | 0.08% | 182 |
|
|
2018
Q1 | $261K | Sell |
1,200
-31
| -3% | -$6.74K | 0.09% | 172 |
|
|
2017
Q4 | $273K | Buy |
+1,231
| New | +$273K | 0.08% | 175 |
|