Hohimer Wealth 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 | $466K | Sell |
1,494
-92
| -6% | -$28.7K | 0.08% | 165 |
|
|
2025
Q1 | $831K | Sell |
1,586
-7,707
| -83% | -$4.04M | 0.16% | 118 |
|
|
2024
Q4 | $4.7M | Sell |
9,293
-136
| -1% | -$68.8K | 0.88% | 30 |
|
|
2024
Q3 | $5.51M | Buy |
9,429
+1,808
| +24% | +$1.06M | 1.19% | 15 |
|
|
2024
Q2 | $3.88M | Sell |
7,621
-164
| -2% | -$83.5K | 0.9% | 36 |
|
|
2024
Q1 | $3.85M | Buy |
7,785
+309
| +4% | +$153K | 0.9% | 32 |
|
|
2023
Q4 | $3.94M | Sell |
7,476
-24
| -0.3% | -$12.6K | 1% | 27 |
|
|
2023
Q3 | $3.78M | Sell |
7,500
-100
| -1% | -$50.4K | 1.08% | 26 |
|
|
2023
Q2 | $3.65M | Sell |
7,600
-232
| -3% | -$112K | 1.01% | 28 |
|
|
2023
Q1 | $3.7M | Buy |
7,832
+503
| +7% | +$238K | 1.07% | 23 |
|
|
2022
Q4 | $3.89M | Sell |
7,329
-4
| -0.1% | -$2.12K | 1.24% | 23 |
|
|
2022
Q3 | $3.7M | Buy |
7,333
+70
| +1% | +$35.3K | 1.19% | 18 |
|
|
2022
Q2 | $3.73M | Sell |
7,263
-3,990
| -35% | -$2.05M | 1.1% | 18 |
|
|
2022
Q1 | $5.74M | Sell |
11,253
-1,077
| -9% | -$549K | 1.13% | 18 |
|
|
2021
Q4 | $6.19M | Sell |
12,330
-681
| -5% | -$342K | 1.3% | 16 |
|
|
2021
Q3 | $5.08M | Sell |
13,011
-203
| -2% | -$79.3K | 1.07% | 23 |
|
|
2021
Q2 | $5.29M | Buy |
13,214
+1,171
| +10% | +$469K | 1.08% | 23 |
|
|
2021
Q1 | $4.48M | Buy |
12,043
+1,118
| +10% | +$416K | 1.09% | 23 |
|
|
2020
Q4 | $3.83M | Sell |
10,925
-1,136
| -9% | -$398K | 1.02% | 23 |
|
|
2020
Q3 | $3.91M | Buy |
12,061
+212
| +2% | +$68.7K | 1.11% | 17 |
|
|
2020
Q2 | $3.5M | Buy |
11,849
+2,225
| +23% | +$656K | 1.21% | 14 |
|
|
2020
Q1 | $2.83M | Buy |
9,624
+831
| +9% | +$244K | 1.2% | 17 |
|
|
2019
Q4 | $2.59M | Buy |
+8,793
| New | +$2.59M | 0.9% | 15 |
|