Haverford Financial Services’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 |
-20,165
| Closed | -$10.6M | – | 44 |
|
|
2025
Q1 | $10.6M | Sell |
20,165
-113
| -0.6% | -$59.2K | 3.25% | 13 |
|
|
2024
Q4 | $10.3M | Sell |
20,278
-2,429
| -11% | -$1.23M | 3.13% | 15 |
|
|
2024
Q3 | $13.3M | Sell |
22,707
-2,827
| -11% | -$1.65M | 3.8% | 11 |
|
|
2024
Q2 | $13M | Sell |
25,534
-31
| -0.1% | -$15.8K | 3.9% | 9 |
|
|
2024
Q1 | $12.6M | Sell |
25,565
-1,000
| -4% | -$495K | 3.64% | 11 |
|
|
2023
Q4 | $14M | Sell |
26,565
-3,271
| -11% | -$1.72M | 4.19% | 6 |
|
|
2023
Q3 | $15M | Sell |
29,836
-68
| -0.2% | -$34.3K | 4.85% | 5 |
|
|
2023
Q2 | $14.4M | Sell |
29,904
-98
| -0.3% | -$47.1K | 4.28% | 7 |
|
|
2023
Q1 | $14.2M | Sell |
30,002
-79
| -0.3% | -$37.3K | 4.43% | 7 |
|
|
2022
Q4 | $15.9M | Sell |
30,081
-4,870
| -14% | -$2.58M | 4.4% | 4 |
|
|
2022
Q3 | $17.7M | Buy |
34,951
+1
| +0% | +$505 | 5.41% | 2 |
|
|
2022
Q2 | $18M | Sell |
34,950
-1,716
| -5% | -$881K | 5.23% | 2 |
|
|
2022
Q1 | $18.7M | Sell |
36,666
-3,248
| -8% | -$1.66M | 4.61% | 7 |
|
|
2021
Q4 | $20M | Sell |
39,914
-1,917
| -5% | -$963K | 4.54% | 6 |
|
|
2021
Q3 | $16.3M | Buy |
41,831
+21
| +0.1% | +$8.21K | 3.98% | 10 |
|
|
2021
Q2 | $16.7M | Sell |
41,810
-2
| -0% | -$801 | 4.09% | 10 |
|
|
2021
Q1 | $15.6M | Sell |
41,812
-161
| -0.4% | -$59.9K | 4.06% | 10 |
|
|
2020
Q4 | $14.7M | Sell |
41,973
-3,624
| -8% | -$1.27M | 4.01% | 8 |
|
|
2020
Q3 | $14.2M | Buy |
45,597
+341
| +0.8% | +$106K | 4.37% | 7 |
|
|
2020
Q2 | $13.3M | Sell |
45,256
-57
| -0.1% | -$16.8K | 4.5% | 7 |
|
|
2020
Q1 | $11.3M | Sell |
45,313
-105
| -0.2% | -$26.2K | 4.57% | 7 |
|
|
2019
Q4 | $13.4M | Sell |
45,418
-1,249
| -3% | -$367K | 4.25% | 7 |
|
|
2019
Q3 | $10.1M | Sell |
46,667
-273
| -0.6% | -$59.3K | 3.44% | 11 |
|
|
2019
Q2 | $11.5M | Sell |
46,940
-172
| -0.4% | -$42K | 3.98% | 8 |
|
|
2019
Q1 | $11.6M | Sell |
47,112
-6,085
| -11% | -$1.5M | 4.18% | 7 |
|
|
2018
Q4 | $13.3M | Sell |
53,197
-67
| -0.1% | -$16.7K | 5.46% | 2 |
|
|
2018
Q3 | $14.2M | Sell |
53,264
-429
| -0.8% | -$114K | 5.02% | 3 |
|
|
2018
Q2 | $13.2M | Sell |
53,693
-4,521
| -8% | -$1.11M | 4.94% | 3 |
|
|
2018
Q1 | $12.5M | Sell |
58,214
-606
| -1% | -$130K | 4.74% | 5 |
|
|
2017
Q4 | $13M | Sell |
58,820
-426
| -0.7% | -$93.9K | 4.74% | 4 |
|
|
2017
Q3 | $11.6M | Sell |
59,246
-2,255
| -4% | -$442K | 4.54% | 5 |
|
|
2017
Q2 | $11.4M | Sell |
61,501
-181
| -0.3% | -$33.6K | 4.65% | 5 |
|
|
2017
Q1 | $10.1M | Sell |
61,682
-12,460
| -17% | -$2.04M | 4.17% | 8 |
|
|
2016
Q4 | $11.9M | Sell |
74,142
-355
| -0.5% | -$56.8K | 5.01% | 3 |
|
|
2016
Q3 | $10.4M | Sell |
74,497
-2,861
| -4% | -$401K | 4.48% | 1 |
|
|
2016
Q2 | $10.9M | Sell |
77,358
-1,053
| -1% | -$149K | 4.61% | 2 |
|
|
2016
Q1 | $10.1M | Sell |
78,411
-1,588
| -2% | -$205K | 4.26% | 4 |
|
|
2015
Q4 | $9.41M | Buy |
79,999
+1,809
| +2% | +$213K | 4.01% | 4 |
|
|
2015
Q3 | $9.07M | Sell |
78,190
-138
| -0.2% | -$16K | 4.19% | 5 |
|
|
2015
Q2 | $9.56M | Sell |
78,328
-5,929
| -7% | -$723K | 4.04% | 5 |
|
|
2015
Q1 | $9.99M | Sell |
84,257
-1,549
| -2% | -$184K | 4.05% | 7 |
|
|
2014
Q4 | $8.67M | Sell |
85,806
-883
| -1% | -$89.3K | 3.55% | 12 |
|
|
2014
Q3 | $7.49M | Buy |
86,689
+937
| +1% | +$81K | 3.36% | 14 |
|
|
2014
Q2 | $7.01M | Sell |
85,752
-17
| -0% | -$1.39K | 3.08% | 18 |
|
|
2014
Q1 | $7.03M | Buy |
85,769
+275
| +0.3% | +$22.6K | 3.21% | 18 |
|
|
2013
Q4 | $6.44M | Buy |
85,494
+6,016
| +8% | +$453K | 3.03% | 20 |
|
|
2013
Q3 | $5.69M | Buy |
79,478
+20,467
| +35% | +$1.47M | 3.14% | 21 |
|
|
2013
Q2 | $3.86M | Buy |
+59,011
| New | +$3.86M | 2.18% | 26 |
|