Hanson & Doremus Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
794
| – | – | 0.03% | 177 |
|
|
2025
Q1 | $416K | Sell |
794
-98
| -11% | -$51.3K | 0.06% | 131 |
|
|
2024
Q4 | $451K | Buy |
892
+473
| +113% | +$239K | 0.07% | 111 |
|
|
2024
Q3 | $245K | Sell |
419
-40
| -9% | -$23.4K | 0.04% | 166 |
|
|
2024
Q2 | $234K | Buy |
459
+45
| +11% | +$22.9K | 0.04% | 168 |
|
|
2024
Q1 | $205K | Sell |
414
-2
| -0.5% | -$990 | 0.04% | 177 |
|
|
2023
Q4 | $219K | Buy |
416
+21
| +5% | +$11.1K | 0.04% | 171 |
|
|
2023
Q3 | $199K | Buy |
395
+41
| +12% | +$20.7K | 0.04% | 178 |
|
|
2023
Q2 | $170K | Sell |
354
-57
| -14% | -$27.4K | 0.04% | 190 |
|
|
2023
Q1 | $194K | Buy |
411
+57
| +16% | +$26.9K | 0.04% | 177 |
|
|
2022
Q4 | $188K | Hold |
354
| – | – | 0.04% | 185 |
|
|
2022
Q3 | $179K | Buy |
354
+98
| +38% | +$49.6K | 0.05% | 186 |
|
|
2022
Q2 | $131K | Buy |
256
+16
| +7% | +$8.19K | 0.03% | 218 |
|
|
2022
Q1 | $122K | Buy |
240
+100
| +71% | +$50.8K | 0.03% | 241 |
|
|
2021
Q4 | $70K | Sell |
140
-27
| -16% | -$13.5K | 0.02% | 281 |
|
|
2021
Q3 | $65K | Buy |
167
+47
| +39% | +$18.3K | 0.02% | 279 |
|
|
2021
Q2 | $37K | Sell |
120
-47
| -28% | -$14.5K | 0.01% | 281 |
|
|
2021
Q1 | $62K | Buy |
167
+20
| +14% | +$7.43K | 0.01% | 283 |
|
|
2020
Q4 | $52K | Buy |
147
+27
| +23% | +$9.55K | 0.01% | 281 |
|
|
2020
Q3 | $37K | Hold |
120
| – | – | 0.01% | 281 |
|
|
2020
Q2 | $35K | Hold |
120
| – | – | 0.01% | 289 |
|
|
2020
Q1 | $30K | Hold |
120
| – | – | 0.01% | 307 |
|
|
2019
Q4 | $35K | Hold |
120
| – | – | 0.01% | 315 |
|
|
2019
Q3 | $26K | Hold |
120
| – | – | 0.01% | 326 |
|
|
2019
Q2 | $29K | Hold |
120
| – | – | 0.01% | 322 |
|
|
2019
Q1 | $30K | Hold |
120
| – | – | 0.01% | 314 |
|
|
2018
Q4 | $30K | Hold |
120
| – | – | 0.01% | 295 |
|
|
2018
Q3 | $32K | Hold |
120
| – | – | 0.01% | 323 |
|
|
2018
Q2 | $29K | Hold |
120
| – | – | 0.01% | 350 |
|
|
2018
Q1 | $26K | Hold |
120
| – | – | 0.01% | 373 |
|
|
2017
Q4 | $26K | Hold |
120
| – | – | 0.01% | 364 |
|
|
2017
Q3 | $24K | Hold |
120
| – | – | 0.01% | 357 |
|
|
2017
Q2 | $22K | Hold |
120
| – | – | 0.01% | 359 |
|
|
2017
Q1 | $20K | Buy |
+120
| New | +$20K | 0.01% | 352 |
|