Harbour 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $924K | Buy |
3,416
+79
| +2% | +$23.5K | 0.5% | 56 |
|
|
2025
Q4 | $1.1M | Sell |
3,337
-1,699
| -34% | -$576K | 0.58% | 50 |
|
|
2025
Q3 | $1.74M | Sell |
5,036
-240
| -5% | -$72.6K | 0.76% | 40 |
|
|
2025
Q2 | $1.65M | Sell |
5,276
-40
| -0.8% | -$15.3K | 0.71% | 43 |
|
|
2025
Q1 | $2.78M | Sell |
5,316
-65
| -1% | -$33.2K | 1.26% | 28 |
|
|
2024
Q4 | $2.72M | Sell |
5,381
-2,235
| -29% | -$1.27M | 1.19% | 27 |
|
|
2024
Q3 | $4.45M | Sell |
7,616
-25
| -0.3% | -$14.1K | 1.97% | 14 |
|
|
2024
Q2 | $3.89M | Sell |
7,641
-5
| -0.1% | -$2.45K | 1.8% | 14 |
|
|
2024
Q1 | $3.78M | Buy |
7,646
+25
| +0.3% | +$12.7K | 1.78% | 14 |
|
|
2023
Q4 | $4.01M | Hold |
7,621
| – | – | 2.09% | 12 |
|
|
2023
Q3 | $3.84M | Sell |
7,621
-51
| -0.7% | -$25.1K | 2.19% | 12 |
|
|
2023
Q2 | $3.69M | Buy |
7,672
+374
| +5% | +$183K | 1.94% | 14 |
|
|
2023
Q1 | $3.45M | Hold |
7,298
| – | – | 1.91% | 15 |
|
|
2022
Q4 | $3.87M | Sell |
7,298
-155
| -2% | -$82.1K | 2.23% | 12 |
|
|
2022
Q3 | $3.76M | Buy |
7,453
+10
| +0.1% | +$5.26K | 2.36% | 11 |
|
|
2022
Q2 | $3.82M | Sell |
7,443
-160
| -2% | -$80.4K | 2.3% | 11 |
|
|
2022
Q1 | $3.88M | Sell |
7,603
-105
| -1% | -$50.6K | 1.89% | 15 |
|
|
2021
Q4 | $3.87M | Sell |
7,708
-18
| -0.2% | -$8.15K | 1.76% | 19 |
|
|
2021
Q3 | $3.02M | Sell |
7,726
-22
| -0.3% | -$9.11K | 1.53% | 23 |
|
|
2021
Q2 | $3.1M | Hold |
7,748
| – | – | 1.55% | 24 |
|
|
2021
Q1 | $2.88M | Sell |
7,748
-22
| -0.3% | -$7.62K | 1.54% | 26 |
|
|
2020
Q4 | $2.73M | Sell |
7,770
-10
| -0.1% | -$3.35K | 1.52% | 24 |
|
|
2020
Q3 | $2.43M | Buy |
7,780
+150
| +2% | +$46.1K | 1.5% | 26 |
|
|
2020
Q2 | $2.25M | Sell |
7,630
-49
| -0.6% | -$14K | 1.57% | 25 |
|
|
2020
Q1 | $1.92M | Sell |
7,679
-62
| -0.8% | -$17.1K | 1.53% | 29 |
|
|
2019
Q4 | $2.28M | Sell |
7,741
-27
| -0.3% | -$7.06K | 1.5% | 31 |
|
|
2019
Q3 | $1.69M | Sell |
7,768
-25
| -0.3% | -$6.03K | 1.2% | 40 |
|
|
2019
Q2 | $1.9M | Sell |
7,793
-20
| -0.3% | -$4.81K | 1.34% | 35 |
|
|
2019
Q1 | $1.93M | Buy |
7,813
+185
| +2% | +$47.2K | 1.43% | 36 |
|
|
2018
Q4 | $1.9M | Sell |
7,628
-110
| -1% | -$29.1K | 1.56% | 29 |
|
|
2018
Q3 | $2.06M | Buy |
7,738
+73
| +1% | +$19K | 1.5% | 31 |
|
|
2018
Q2 | $1.88M | Sell |
7,665
-130
| -2% | -$31.2K | 1.47% | 33 |
|
|
2018
Q1 | $1.67M | Sell |
7,795
-90
| -1% | -$20.6K | 1.24% | 41 |
|
|
2017
Q4 | $1.74M | Sell |
7,885
-500
| -6% | -$106K | 1.22% | 45 |
|
|
2017
Q3 | $1.64M | Hold |
8,385
| – | – | 1.15% | 46 |
|
|
2017
Q2 | $1.55M | Buy |
8,385
+10
| +0.1% | +$1.75K | 1.14% | 46 |
|
|
2017
Q1 | $1.37M | Buy |
8,375
+560
| +7% | +$91.7K | 1.02% | 50 |
|
|
2016
Q4 | $1.25M | Sell |
7,815
-20
| -0.3% | -$2.99K | 0.95% | 51 |
|
|
2016
Q3 | $1.1M | Sell |
7,835
-40
| -0.5% | -$5.6K | 0.84% | 56 |
|
|
2016
Q2 | $1.11M | Sell |
7,875
-50
| -0.6% | -$6.67K | 0.85% | 54 |
|
|
2016
Q1 | $1.02M | Sell |
7,925
-60
| -0.8% | -$7.1K | 0.79% | 54 |
|
|
2015
Q4 | $939K | Sell |
7,985
-125
| -2% | -$14.6K | 0.73% | 57 |
|
|
2015
Q3 | $941K | Buy |
8,110
+5,630
| +227% | +$674K | 0.76% | 54 |
|
|
2015
Q2 | $303K | Hold |
2,480
| – | – | 0.23% | 76 |
|
|
2015
Q1 | $293K | Hold |
2,480
| – | – | 0.22% | 76 |
|
|
2014
Q4 | $251K | Hold |
2,480
| – | – | 0.16% | 81 |
|
|
2014
Q3 | $214K | Hold |
2,480
| – | – | 0.14% | 78 |
|
|
2014
Q2 | $203K | Hold |
2,480
| – | – | 0.13% | 79 |
|
|
2014
Q1 | $203K | Buy |
+2,480
| New | +$187K | 0.13% | 78 |
|
Other funds holding UNH
VCM
VPM
