Guardian Capital’s UnitedHealth UNH Stock Holding History

Guardian Capital’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.49M	Sell	20,791 -31,607	-60%	-$9.86M	0.23%	72
2025 Q1	$27.4M	Buy	52,398 +1,464	+3%	+$767K	1.08%	28
2024 Q4	$25.8M	Buy	50,934 +290	+0.6%	+$147K	0.96%	31
2024 Q3	$29.6M	Sell	50,644 -38	-0.1%	-$22.2K	1.08%	26
2024 Q2	$25.8M	Sell	50,682 -5,333	-10%	-$2.72M	0.97%	32
2024 Q1	$27.7M	Buy	56,015 +477	+0.9%	+$236K	0.97%	29
2023 Q4	$29.2M	Sell	55,538 -783	-1%	-$412K	1.05%	27
2023 Q3	$28.4M	Sell	56,321 -4,407	-7%	-$2.22M	1.06%	26
2023 Q2	$29.2M	Buy	60,728 +470	+0.8%	+$226K	0.93%	30
2023 Q1	$28.5M	Sell	60,258 -961	-2%	-$454K	0.91%	31
2022 Q4	$32.5M	Sell	61,219 -1,016	-2%	-$539K	1.07%	28
2022 Q3	$31.4M	Buy	62,235 +3,610	+6%	+$1.82M	1.08%	29
2022 Q2	$30.1M	Buy	58,625 +2,488	+4%	+$1.28M	0.92%	30
2022 Q1	$28.6M	Buy	56,137 +3,084	+6%	+$1.57M	0.56%	43
2021 Q4	$26.6M	Buy	53,053 +1,024	+2%	+$514K	0.51%	42
2021 Q3	$20.3M	Buy	52,029 +33,019	+174%	+$12.9M	0.42%	47
2021 Q2	$7.61M	Buy	19,010 +2,400	+14%	+$961K	0.15%	80
2021 Q1	$6.18M	Buy	16,610 +4,421	+36%	+$1.64M	0.1%	85
2020 Q4	$4.27M	Buy	12,189 +1,842	+18%	+$646K	0.1%	80
2020 Q3	$3.23M	Buy	10,347 +1,855	+22%	+$578K	0.08%	80
2020 Q2	$2.51M	Buy	8,492 +600	+8%	+$177K	0.06%	80
2020 Q1	$1.97M	Sell	7,892 -164	-2%	-$40.9K	0.06%	79
2019 Q4	$2.37M	Buy	8,056 +16	+0.2%	+$4.7K	0.05%	78
2019 Q3	$1.75M	Sell	8,040 -87,436	-92%	-$19M	0.04%	87
2019 Q2	$23.3M	Buy	95,476 +21,446	+29%	+$5.23M	0.45%	44
2019 Q1	$18.3M	Sell	74,030 -1,910	-3%	-$472K	0.34%	52
2018 Q4	$18.9M	Sell	75,940 -2,008	-3%	-$500K	0.4%	47
2018 Q3	$20.7M	Buy	77,948 +33,140	+74%	+$8.82M	0.35%	47
2018 Q2	$11M	Buy	44,808 +2,300	+5%	+$564K	0.19%	68
2018 Q1	$9.1M	Buy	42,508 +36,026	+556%	+$7.71M	0.16%	80
2017 Q4	$1.43M	Sell	6,482 -84,541	-93%	-$18.6M	0.02%	114
2017 Q3	$17.8M	Buy	91,023 +5,103	+6%	+$999K	0.26%	57
2017 Q2	$15.9M	Buy	85,920 +6,025	+8%	+$1.12M	0.25%	64
2017 Q1	$13.1M	Buy	79,895 +9,053	+13%	+$1.48M	0.2%	70
2016 Q4	$11.3M	Buy	70,842 +11,097	+19%	+$1.78M	0.17%	78
2016 Q3	$8.36M	Buy	59,745 +4,346	+8%	+$608K	0.13%	92
2016 Q2	$7.82M	Buy	55,399 +5,764	+12%	+$814K	0.13%	90
2016 Q1	$6.4M	Buy	49,635 +19,113	+63%	+$2.46M	0.11%	94
2015 Q4	$3.59M	Buy	30,522 +8,802	+41%	+$1.04M	0.07%	107
2015 Q3	$2.52M	Buy	21,720 +1,227	+6%	+$142K	0.05%	111
2015 Q2	$2.5M	Buy	20,493 +812	+4%	+$99.1K	0.04%	118
2015 Q1	$2.33M	Buy	19,681 +2,220	+13%	+$263K	0.04%	120
2014 Q4	$1.77M	Buy	+17,461	New	+$1.77M	0.03%	115