Hennion & Walsh Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Buy |
14,337
+1,272
| +10% | +$397K | 0.18% | 131 |
|
|
2025
Q1 | $6.84M | Buy |
13,065
+281
| +2% | +$147K | 0.3% | 59 |
|
|
2024
Q4 | $6.47M | Buy |
12,784
+1,668
| +15% | +$844K | 0.29% | 66 |
|
|
2024
Q3 | $6.5M | Buy |
11,116
+1,156
| +12% | +$676K | 0.3% | 61 |
|
|
2024
Q2 | $5.07M | Buy |
9,960
+1,283
| +15% | +$653K | 0.26% | 83 |
|
|
2024
Q1 | $4.29M | Buy |
8,677
+751
| +9% | +$372K | 0.23% | 102 |
|
|
2023
Q4 | $4.17M | Sell |
7,926
-613
| -7% | -$323K | 0.24% | 102 |
|
|
2023
Q3 | $4.31M | Sell |
8,539
-2,677
| -24% | -$1.35M | 0.27% | 84 |
|
|
2023
Q2 | $5.39M | Sell |
11,216
-2,532
| -18% | -$1.22M | 0.32% | 69 |
|
|
2023
Q1 | $6.5M | Sell |
13,748
-3,018
| -18% | -$1.43M | 0.4% | 55 |
|
|
2022
Q4 | $8.89M | Sell |
16,766
-299
| -2% | -$159K | 0.55% | 35 |
|
|
2022
Q3 | $8.62M | Sell |
17,065
-842
| -5% | -$425K | 0.57% | 33 |
|
|
2022
Q2 | $9.2M | Buy |
17,907
+1,674
| +10% | +$860K | 0.57% | 36 |
|
|
2022
Q1 | $8.28M | Buy |
16,233
+343
| +2% | +$175K | 0.44% | 52 |
|
|
2021
Q4 | $7.98M | Buy |
15,890
+2,083
| +15% | +$1.05M | 0.39% | 61 |
|
|
2021
Q3 | $5.4M | Buy |
13,807
+2,239
| +19% | +$875K | 0.28% | 90 |
|
|
2021
Q2 | $4.63M | Sell |
11,568
-1,092
| -9% | -$437K | 0.25% | 102 |
|
|
2021
Q1 | $4.71M | Buy |
+12,660
| New | +$4.71M | 0.28% | 91 |
|