Heck Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
1,859
+396
| +27% | +$124K | 0.05% | 126 |
|
|
2025
Q1 | $766K | Buy |
1,463
+460
| +46% | +$241K | 0.09% | 94 |
|
|
2024
Q4 | $507K | Sell |
1,003
-4
| -0.4% | -$2.02K | 0.06% | 111 |
|
|
2024
Q3 | $589K | Sell |
1,007
-33
| -3% | -$19.3K | 0.07% | 100 |
|
|
2024
Q2 | $530K | Sell |
1,040
-3
| -0.3% | -$1.53K | 0.07% | 101 |
|
|
2024
Q1 | $516K | Sell |
1,043
-11
| -1% | -$5.44K | 0.08% | 93 |
|
|
2023
Q4 | $555K | Sell |
1,054
-96
| -8% | -$50.5K | 0.09% | 90 |
|
|
2023
Q3 | $580K | Sell |
1,150
-13
| -1% | -$6.55K | 0.11% | 90 |
|
|
2023
Q2 | $559K | Sell |
1,163
-24
| -2% | -$11.5K | 0.1% | 85 |
|
|
2023
Q1 | $561K | Buy |
1,187
+44
| +4% | +$20.8K | 0.11% | 76 |
|
|
2022
Q4 | $606K | Buy |
1,143
+14
| +1% | +$7.42K | 0.12% | 79 |
|
|
2022
Q3 | $570K | Buy |
1,129
+19
| +2% | +$9.6K | 0.12% | 80 |
|
|
2022
Q2 | $570K | Sell |
1,110
-137
| -11% | -$70.4K | 0.11% | 80 |
|
|
2022
Q1 | $636K | Sell |
1,247
-427
| -26% | -$218K | 0.11% | 80 |
|
|
2021
Q4 | $841K | Sell |
1,674
-120
| -7% | -$60.3K | 0.15% | 76 |
|
|
2021
Q3 | $701K | Sell |
1,794
-28
| -2% | -$10.9K | 0.14% | 74 |
|
|
2021
Q2 | $730K | Buy |
1,822
+25
| +1% | +$10K | 0.14% | 73 |
|
|
2021
Q1 | $669K | Sell |
1,797
-45
| -2% | -$16.7K | 0.15% | 68 |
|
|
2020
Q4 | $646K | Sell |
1,842
-3
| -0.2% | -$1.05K | 0.16% | 63 |
|
|
2020
Q3 | $575K | Buy |
1,845
+143
| +8% | +$44.6K | 0.16% | 55 |
|
|
2020
Q2 | $502K | Buy |
1,702
+403
| +31% | +$119K | 0.11% | 54 |
|
|
2020
Q1 | $324K | Sell |
1,299
-42
| -3% | -$10.5K | 0.09% | 61 |
|
|
2019
Q4 | $394K | Buy |
1,341
+61
| +5% | +$17.9K | 0.09% | 59 |
|
|
2019
Q3 | $278K | Buy |
1,280
+50
| +4% | +$10.9K | 0.09% | 71 |
|
|
2019
Q2 | $300K | Buy |
1,230
+487
| +66% | +$119K | 0.08% | 66 |
|
|
2019
Q1 | $184K | Buy |
743
+25
| +3% | +$6.18K | 0.06% | 78 |
|
|
2018
Q4 | $179K | Sell |
718
-16
| -2% | -$3.99K | 0.07% | 77 |
|
|
2018
Q3 | $195K | Sell |
734
-22
| -3% | -$5.85K | 0.06% | 74 |
|
|
2018
Q2 | $185K | Buy |
756
+3
| +0.4% | +$736 | 0.07% | 72 |
|
|
2018
Q1 | $161K | Sell |
753
-7
| -0.9% | -$1.5K | 0.07% | 66 |
|
|
2017
Q4 | $168K | Buy |
760
+10
| +1% | +$2.21K | 0.08% | 65 |
|
|
2017
Q3 | $147K | Buy |
750
+28
| +4% | +$5.48K | 0.08% | 66 |
|
|
2017
Q2 | $134K | Sell |
722
-56
| -7% | -$10.4K | 0.08% | 59 |
|
|
2017
Q1 | $128K | Buy |
+778
| New | +$128K | 0.08% | 58 |
|