Harfst & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-701
| Closed | -$367K | – | 120 |
|
|
2025
Q1 | $367K | Sell |
701
-108
| -13% | -$56.6K | 0.08% | 95 |
|
|
2024
Q4 | $409K | Sell |
809
-4,235
| -84% | -$2.14M | 0.09% | 67 |
|
|
2024
Q3 | $2.95M | Sell |
5,044
-78
| -2% | -$45.6K | 0.66% | 22 |
|
|
2024
Q2 | $2.61M | Buy |
5,122
+8
| +0.2% | +$4.07K | 0.61% | 23 |
|
|
2024
Q1 | $2.53M | Buy |
5,114
+426
| +9% | +$211K | 0.6% | 29 |
|
|
2023
Q4 | $2.47M | Sell |
4,688
-102
| -2% | -$53.7K | 0.65% | 27 |
|
|
2023
Q3 | $2.42M | Sell |
4,790
-23
| -0.5% | -$11.6K | 0.68% | 28 |
|
|
2023
Q2 | $2.31M | Buy |
4,813
+67
| +1% | +$32.2K | 0.62% | 33 |
|
|
2023
Q1 | $2.24M | Sell |
4,746
-8
| -0.2% | -$3.78K | 0.64% | 27 |
|
|
2022
Q4 | $2.52M | Sell |
4,754
-19
| -0.4% | -$10.1K | 0.73% | 16 |
|
|
2022
Q3 | $2.41M | Buy |
4,773
+957
| +25% | +$483K | 0.73% | 16 |
|
|
2022
Q2 | $1.96M | Buy |
3,816
+464
| +14% | +$238K | 0.56% | 24 |
|
|
2022
Q1 | $1.71M | Buy |
3,352
+221
| +7% | +$113K | 0.4% | 43 |
|
|
2021
Q4 | $1.57M | Buy |
3,131
+156
| +5% | +$78.3K | 0.4% | 48 |
|
|
2021
Q3 | $1.16M | Buy |
2,975
+37
| +1% | +$14.5K | 0.32% | 58 |
|
|
2021
Q2 | $1.18M | Sell |
2,938
-63
| -2% | -$25.2K | 0.34% | 57 |
|
|
2021
Q1 | $1.12M | Buy |
3,001
+436
| +17% | +$162K | 0.34% | 56 |
|
|
2020
Q4 | $899K | Buy |
2,565
+31
| +1% | +$10.9K | 0.33% | 55 |
|
|
2020
Q3 | $790K | Buy |
2,534
+119
| +5% | +$37.1K | 0.33% | 47 |
|
|
2020
Q2 | $712K | Sell |
2,415
-57
| -2% | -$16.8K | 0.31% | 47 |
|
|
2020
Q1 | $616K | Buy |
2,472
+137
| +6% | +$34.1K | 0.31% | 47 |
|
|
2019
Q4 | $686K | Buy |
2,335
+109
| +5% | +$32K | 0.26% | 54 |
|
|
2019
Q3 | $483K | Buy |
2,226
+102
| +5% | +$22.1K | 0.2% | 62 |
|
|
2019
Q2 | $518K | Buy |
2,124
+196
| +10% | +$47.8K | 0.21% | 67 |
|
|
2019
Q1 | $476K | Buy |
1,928
+438
| +29% | +$108K | 0.2% | 62 |
|
|
2018
Q4 | $371K | Buy |
1,490
+163
| +12% | +$40.6K | 0.18% | 65 |
|
|
2018
Q3 | $353K | Buy |
1,327
+85
| +7% | +$22.6K | 0.15% | 61 |
|
|
2018
Q2 | $304K | Buy |
+1,242
| New | +$304K | 0.13% | 64 |
|
|
2017
Q2 | – | Sell |
-990
| Closed | -$162K | – | 298 |
|
|
2017
Q1 | $162K | Sell |
990
-937
| -49% | -$153K | 0.07% | 93 |
|
|
2016
Q4 | $308K | Sell |
1,927
-1,036
| -35% | -$166K | 0.15% | 46 |
|
|
2016
Q3 | $414K | Hold |
2,963
| – | – | 0.22% | 37 |
|
|
2016
Q2 | $418K | Buy |
2,963
+8
| +0.3% | +$1.13K | 0.17% | 80 |
|
|
2016
Q1 | $380K | Buy |
2,955
+285
| +11% | +$36.7K | 0.25% | 38 |
|
|
2015
Q4 | $314K | Buy |
2,670
+902
| +51% | +$106K | 0.13% | 81 |
|
|
2015
Q3 | $205K | Buy |
1,768
+292
| +20% | +$33.9K | 0.09% | 91 |
|
|
2015
Q2 | $180K | Buy |
+1,476
| New | +$180K | 0.1% | 77 |
|