Hillsdale Investment 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 | $4.18M | Buy |
13,414
+10,730
| +400% | +$3.35M | 0.15% | 195 |
|
|
2025
Q1 | $1.41M | Buy |
2,684
+1,940
| +261% | +$1.02M | 0.07% | 227 |
|
|
2024
Q4 | $376K | Buy |
744
+160
| +27% | +$80.9K | 0.02% | 364 |
|
|
2024
Q3 | $341K | Sell |
584
-38
| -6% | -$22.2K | 0.03% | 360 |
|
|
2024
Q2 | $317K | Sell |
622
-2,301
| -79% | -$1.17M | 0.03% | 362 |
|
|
2024
Q1 | $1.45M | Buy |
2,923
+216
| +8% | +$107K | 0.11% | 193 |
|
|
2023
Q4 | $1.43M | Sell |
2,707
-10
| -0.4% | -$5.27K | 0.12% | 195 |
|
|
2023
Q3 | $1.37M | Buy |
2,717
+1,080
| +66% | +$545K | 0.13% | 187 |
|
|
2023
Q2 | $787K | Buy |
1,637
+20
| +1% | +$9.61K | 0.07% | 194 |
|
|
2023
Q1 | $764K | Buy |
1,617
+120
| +8% | +$56.7K | 0.07% | 219 |
|
|
2022
Q4 | $794K | Buy |
1,497
+860
| +135% | +$456K | 0.07% | 201 |
|
|
2022
Q3 | $322K | Buy |
637
+14
| +2% | +$7.08K | 0.03% | 384 |
|
|
2022
Q2 | $320K | Sell |
623
-21
| -3% | -$10.8K | 0.03% | 387 |
|
|
2022
Q1 | $328K | Buy |
644
+199
| +45% | +$101K | 0.02% | 394 |
|
|
2021
Q4 | $223K | Sell |
445
-10
| -2% | -$5.01K | 0.01% | 402 |
|
|
2021
Q3 | $178K | Sell |
455
-108
| -19% | -$42.3K | 0.01% | 415 |
|
|
2021
Q2 | $225K | Buy |
563
+173
| +44% | +$69.1K | 0.02% | 406 |
|
|
2021
Q1 | $145K | Sell |
390
-50
| -11% | -$18.6K | 0.01% | 414 |
|
|
2020
Q4 | $154K | Sell |
440
-160
| -27% | -$56K | 0.01% | 400 |
|
|
2020
Q3 | $187K | Sell |
600
-1,620
| -73% | -$505K | 0.02% | 394 |
|
|
2020
Q2 | $655K | Buy |
2,220
+1,500
| +208% | +$443K | 0.06% | 272 |
|
|
2020
Q1 | $179K | Buy |
720
+290
| +67% | +$72.1K | 0.02% | 408 |
|
|
2019
Q4 | $126K | Sell |
430
-30
| -7% | -$8.79K | 0.01% | 411 |
|
|
2019
Q3 | $100K | Sell |
460
-20
| -4% | -$4.35K | 0.01% | 421 |
|
|
2019
Q2 | $117K | Sell |
480
-230
| -32% | -$56.1K | 0.01% | 406 |
|
|
2019
Q1 | $175K | Buy |
710
+680
| +2,267% | +$168K | 0.02% | 387 |
|
|
2018
Q4 | $7K | Sell |
30
-1,800
| -98% | -$420K | ﹤0.01% | 483 |
|
|
2018
Q3 | $487K | Buy |
1,830
+1,600
| +696% | +$426K | 0.06% | 179 |
|
|
2018
Q2 | $56K | Sell |
230
-10
| -4% | -$2.44K | 0.01% | 318 |
|
|
2018
Q1 | $52K | Hold |
240
| – | – | 0.01% | 305 |
|
|
2017
Q4 | $53K | Hold |
240
| – | – | 0.01% | 316 |
|
|
2017
Q3 | $47K | Sell |
240
-2,050
| -90% | -$401K | 0.01% | 317 |
|
|
2017
Q2 | $424K | Sell |
2,290
-380
| -14% | -$70.4K | 0.08% | 192 |
|
|
2017
Q1 | $438K | Hold |
2,670
| – | – | 0.09% | 179 |
|
|
2016
Q4 | $427K | Sell |
2,670
-700
| -21% | -$112K | 0.09% | 176 |
|
|
2016
Q3 | $472K | Buy |
3,370
+400
| +13% | +$56K | 0.13% | 154 |
|
|
2016
Q2 | $419K | Sell |
2,970
-200
| -6% | -$28.2K | 0.12% | 143 |
|
|
2016
Q1 | $409K | Sell |
3,170
-30
| -0.9% | -$3.87K | 0.14% | 145 |
|
|
2015
Q4 | $376K | Sell |
3,200
-650
| -17% | -$76.4K | 0.14% | 169 |
|
|
2015
Q3 | $447K | Hold |
3,850
| – | – | 0.15% | 115 |
|
|
2015
Q2 | $470K | Buy |
3,850
+650
| +20% | +$79.4K | 0.14% | 127 |
|
|
2015
Q1 | $379K | Buy |
3,200
+500
| +19% | +$59.2K | 0.1% | 183 |
|
|
2014
Q4 | $273K | Buy |
2,700
+2,600
| +2,600% | +$263K | 0.07% | 271 |
|
|
2014
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 496 |
|
|
2014
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 506 |
|
|
2014
Q1 | $8K | Sell |
100
-1,200
| -92% | -$96K | ﹤0.01% | 495 |
|
|
2013
Q4 | $98K | Buy |
1,300
+1,200
| +1,200% | +$90.5K | 0.03% | 380 |
|
|
2013
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 493 |
|
|
2013
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 489 |
|