Hartford Financial 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 | $1.79M | Buy |
6,605
+477
| +8% | +$142K | 0.46% | 60 |
|
|
2025
Q4 | $2.02M | Sell |
6,128
-279
| -4% | -$94.5K | 0.53% | 50 |
|
|
2025
Q3 | $2.21M | Buy |
6,407
+465
| +8% | +$141K | 0.59% | 49 |
|
|
2025
Q2 | $1.85M | Buy |
5,942
+1,375
| +30% | +$526K | 0.51% | 53 |
|
|
2025
Q1 | $2.39M | Buy |
4,567
+111
| +2% | +$56.7K | 0.49% | 60 |
|
|
2024
Q4 | $2.25M | Sell |
4,456
-81
| -2% | -$46K | 0.46% | 65 |
|
|
2024
Q3 | $2.65M | Sell |
4,537
-645
| -12% | -$365K | 0.54% | 56 |
|
|
2024
Q2 | $2.64M | Buy |
5,182
+384
| +8% | +$188K | 0.57% | 54 |
|
|
2024
Q1 | $2.37M | Buy |
4,798
+150
| +3% | +$76.3K | 0.5% | 60 |
|
|
2023
Q4 | $2.45M | Sell |
4,648
-18
| -0.4% | -$9.6K | 0.55% | 57 |
|
|
2023
Q3 | $2.35M | Buy |
4,666
+42
| +0.9% | +$20.7K | 0.6% | 58 |
|
|
2023
Q2 | $2.22M | Buy |
4,624
+819
| +22% | +$400K | 0.55% | 61 |
|
|
2023
Q1 | $1.8M | Sell |
3,805
-2
| -0.1% | -$965 | 0.47% | 72 |
|
|
2022
Q4 | $2.02M | Sell |
3,807
-436
| -10% | -$231K | 0.53% | 67 |
|
|
2022
Q3 | $2.14M | Sell |
4,243
-630
| -13% | -$331K | 0.63% | 61 |
|
|
2022
Q2 | $2.5M | Sell |
4,873
-480
| -9% | -$241K | 0.69% | 53 |
|
|
2022
Q1 | $2.73M | Sell |
5,353
-86
| -2% | -$41.5K | 0.66% | 56 |
|
|
2021
Q4 | $2.73M | Sell |
5,439
-83
| -2% | -$37.6K | 0.64% | 61 |
|
|
2021
Q3 | $2.16M | Sell |
5,522
-41
| -0.7% | -$17K | 0.55% | 69 |
|
|
2021
Q2 | $2.23M | Sell |
5,563
-172
| -3% | -$68.6K | 0.55% | 69 |
|
|
2021
Q1 | $2.13M | Buy |
5,735
+94
| +2% | +$32.6K | 0.53% | 70 |
|
|
2020
Q4 | $1.98M | Sell |
5,641
-114
| -2% | -$38.2K | 0.53% | 70 |
|
|
2020
Q3 | $1.79M | Buy |
5,755
+260
| +5% | +$79.9K | 0.53% | 70 |
|
|
2020
Q2 | $1.62M | Buy |
5,495
+849
| +18% | +$243K | 0.52% | 72 |
|
|
2020
Q1 | $1.16M | Buy |
4,646
+650
| +16% | +$179K | 0.46% | 72 |
|
|
2019
Q4 | $1.18M | Buy |
3,996
+68
| +2% | +$17.8K | 0.37% | 89 |
|
|
2019
Q3 | $854K | Buy |
3,928
+167
| +4% | +$40.3K | 0.28% | 99 |
|
|
2019
Q2 | $918K | Sell |
3,761
-41
| -1% | -$9.86K | 0.31% | 98 |
|
|
2019
Q1 | $940K | Buy |
3,802
+308
| +9% | +$78.5K | 0.32% | 95 |
|
|
2018
Q4 | $870K | Buy |
3,494
+158
| +5% | +$41.7K | 0.33% | 92 |
|
|
2018
Q3 | $888K | Sell |
3,336
-100
| -3% | -$26K | 0.3% | 89 |
|
|
2018
Q2 | $843K | Sell |
3,436
-4
| -0.1% | -$960 | 0.3% | 92 |
|
|
2018
Q1 | $736K | Hold |
3,440
| – | – | 0.37% | 67 |
|
|
2017
Q4 | $758K | Hold |
3,440
| – | – | 0.37% | 72 |
|
|
2017
Q3 | $673K | Hold |
3,440
| – | – | 0.34% | 76 |
|
|
2017
Q2 | $637K | Sell |
3,440
-25
| -0.7% | -$4.38K | 0.29% | 83 |
|
|
2017
Q1 | $568K | Sell |
3,465
-100
| -3% | -$16.4K | 0.34% | 74 |
|
|
2016
Q4 | $571K | Hold |
3,565
| – | – | 0.34% | 75 |
|
|
2016
Q3 | $499K | Hold |
3,565
| – | – | 0.3% | 77 |
|
|
2016
Q2 | $503K | Sell |
3,565
-85
| -2% | -$11.3K | 0.3% | 76 |
|
|
2016
Q1 | $470K | Hold |
3,650
| – | – | 0.29% | 78 |
|
|
2015
Q4 | $429K | Hold |
3,650
| – | – | 0.27% | 77 |
|
|
2015
Q3 | $423K | Hold |
3,650
| – | – | 0.28% | 81 |
|
|
2015
Q2 | $445K | Sell |
3,650
-200
| -5% | -$23.7K | 0.26% | 83 |
|
|
2015
Q1 | $455K | Hold |
3,850
| – | – | 0.28% | 81 |
|
|
2014
Q4 | $389K | Hold |
3,850
| – | – | 0.24% | 86 |
|
|
2014
Q3 | $332K | Buy |
3,850
+100
| +3% | +$8.45K | 0.2% | 99 |
|
|
2014
Q2 | $306K | Hold |
3,750
| – | – | 0.19% | 97 |
|
|
2014
Q1 | $307K | Sell |
3,750
-184
| -5% | -$13.8K | 0.2% | 93 |
|
|
2013
Q4 | $296K | Hold |
3,934
| – | – | 0.19% | 94 |
|
|
2013
Q3 | $281K | Hold |
3,934
| – | – | 0.19% | 96 |
|
|
2013
Q2 | $258K | Buy |
+3,934
| New | +$245K | 0.18% | 100 |
|
Other funds holding UNH
VCM
VPM
