HBK Sorce Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Sell |
11,433
-717
| -6% | -$224K | 0.1% | 93 |
|
|
2025
Q1 | $6.36M | Sell |
12,150
-273
| -2% | -$143K | 0.19% | 53 |
|
|
2024
Q4 | $6.28M | Sell |
12,423
-215
| -2% | -$109K | 0.19% | 56 |
|
|
2024
Q3 | $7.39M | Sell |
12,638
-390
| -3% | -$228K | 0.23% | 46 |
|
|
2024
Q2 | $6.63M | Sell |
13,028
-1,230
| -9% | -$626K | 0.23% | 44 |
|
|
2024
Q1 | $7.05M | Sell |
14,258
-390
| -3% | -$193K | 0.25% | 47 |
|
|
2023
Q4 | $7.71M | Sell |
14,648
-1,086
| -7% | -$572K | 0.3% | 36 |
|
|
2023
Q3 | $7.93M | Buy |
15,734
+1,004
| +7% | +$506K | 0.35% | 34 |
|
|
2023
Q2 | $7.08M | Sell |
14,730
-686
| -4% | -$330K | 0.3% | 44 |
|
|
2023
Q1 | $7.29M | Sell |
15,416
-13,434
| -47% | -$6.35M | 0.33% | 41 |
|
|
2022
Q4 | $15.3M | Buy |
28,850
+13,960
| +94% | +$7.4M | 0.41% | 36 |
|
|
2022
Q3 | $7.52M | Buy |
14,890
+1,800
| +14% | +$909K | 0.5% | 30 |
|
|
2022
Q2 | $6.72M | Sell |
13,090
-2,328
| -15% | -$1.2M | 0.5% | 29 |
|
|
2022
Q1 | $7.86M | Sell |
15,418
-2,096
| -12% | -$1.07M | 0.43% | 38 |
|
|
2021
Q4 | $8.8M | Buy |
17,514
+610
| +4% | +$306K | 0.45% | 36 |
|
|
2021
Q3 | $6.61M | Buy |
16,904
+1,482
| +10% | +$579K | 0.36% | 38 |
|
|
2021
Q2 | $6.18M | Buy |
15,422
+278
| +2% | +$111K | 0.34% | 40 |
|
|
2021
Q1 | $5.64M | Sell |
15,144
-97
| -0.6% | -$36.1K | 0.34% | 43 |
|
|
2020
Q4 | $5.35M | Buy |
15,241
+565
| +4% | +$198K | 0.33% | 38 |
|
|
2020
Q3 | $4.58M | Sell |
14,676
-186
| -1% | -$58K | 0.33% | 41 |
|
|
2020
Q2 | $4.39M | Buy |
14,862
+2,196
| +17% | +$648K | 0.32% | 47 |
|
|
2020
Q1 | $3.16M | Sell |
12,666
-1,609
| -11% | -$401K | 0.31% | 48 |
|
|
2019
Q4 | $4.2M | Buy |
14,275
+370
| +3% | +$109K | 0.37% | 51 |
|
|
2019
Q3 | $3.02M | Buy |
13,905
+390
| +3% | +$84.8K | 0.29% | 68 |
|
|
2019
Q2 | $3.3M | Buy |
13,515
+1,762
| +15% | +$430K | 0.32% | 64 |
|
|
2019
Q1 | $2.91M | Buy |
11,753
+1,379
| +13% | +$341K | 0.29% | 75 |
|
|
2018
Q4 | $2.59M | Sell |
10,374
-85
| -0.8% | -$21.2K | 0.3% | 74 |
|
|
2018
Q3 | $2.78M | Buy |
10,459
+414
| +4% | +$110K | 0.31% | 59 |
|
|
2018
Q2 | $2.47M | Buy |
10,045
+475
| +5% | +$117K | 0.28% | 64 |
|
|
2018
Q1 | $2.05M | Buy |
9,570
+321
| +3% | +$68.7K | 0.26% | 76 |
|
|
2017
Q4 | $2.04M | Buy |
9,249
+4,171
| +82% | +$920K | 0.24% | 74 |
|
|
2017
Q3 | $995K | Sell |
5,078
-22
| -0.4% | -$4.31K | 0.15% | 98 |
|
|
2017
Q2 | $946K | Buy |
+5,100
| New | +$946K | 0.15% | 99 |
|
|
2017
Q1 | – | Sell |
-4,595
| Closed | -$736K | – | 281 |
|
|
2016
Q4 | $736K | Sell |
4,595
-163
| -3% | -$26.1K | 0.13% | 119 |
|
|
2016
Q3 | $666K | Buy |
4,758
+1,057
| +29% | +$148K | 0.13% | 122 |
|
|
2016
Q2 | $523K | Buy |
3,701
+54
| +1% | +$7.63K | 0.11% | 138 |
|
|
2016
Q1 | $470K | Buy |
3,647
+737
| +25% | +$95K | 0.11% | 132 |
|
|
2015
Q4 | $342K | Buy |
+2,910
| New | +$342K | 0.09% | 151 |
|
|
2013
Q4 | – | Sell |
-2,874
| Closed | -$206K | – | 196 |
|
|
2013
Q3 | $206K | Buy |
+2,874
| New | +$206K | 0.09% | 168 |
|