Horizon Investment Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
3,365
-148
| -4% | -$46.2K | 0.46% | 50 |
|
|
2025
Q1 | $1.84M | Sell |
3,513
-287
| -8% | -$150K | 0.89% | 33 |
|
|
2024
Q4 | $1.92M | Sell |
3,800
-410
| -10% | -$207K | 0.82% | 36 |
|
|
2024
Q3 | $2.46M | Sell |
4,210
-26
| -0.6% | -$15.2K | 1.05% | 32 |
|
|
2024
Q2 | $2.16M | Sell |
4,236
-872
| -17% | -$444K | 1.02% | 36 |
|
|
2024
Q1 | $2.53M | Sell |
5,108
-6,685
| -57% | -$3.31M | 1.24% | 31 |
|
|
2023
Q4 | $6.21M | Buy |
11,793
+97
| +0.8% | +$51.1K | 3.35% | 6 |
|
|
2023
Q3 | $5.9M | Sell |
11,696
-104
| -0.9% | -$52.4K | 3.55% | 5 |
|
|
2023
Q2 | $5.67M | Sell |
11,800
-38
| -0.3% | -$18.3K | 3.46% | 6 |
|
|
2023
Q1 | $5.59M | Sell |
11,838
-597
| -5% | -$282K | 3.59% | 4 |
|
|
2022
Q4 | $6.59M | Sell |
12,435
-50
| -0.4% | -$26.5K | 4.79% | 3 |
|
|
2022
Q3 | $6.31M | Buy |
12,485
+76
| +0.6% | +$38.4K | 4.56% | 3 |
|
|
2022
Q2 | $6.37M | Sell |
12,409
-199
| -2% | -$102K | 4.22% | 4 |
|
|
2022
Q1 | $6.43M | Sell |
12,608
-409
| -3% | -$209K | 3.37% | 5 |
|
|
2021
Q4 | $6.54M | Buy |
13,017
+1
| +0% | +$502 | 2.99% | 8 |
|
|
2021
Q3 | $5.09M | Sell |
13,016
-158
| -1% | -$61.7K | 2.5% | 10 |
|
|
2021
Q2 | $5.28M | Buy |
13,174
+132
| +1% | +$52.9K | 2.59% | 9 |
|
|
2021
Q1 | $4.85M | Sell |
13,042
-203
| -2% | -$75.5K | 2.61% | 8 |
|
|
2020
Q4 | $4.65M | Sell |
13,245
-342
| -3% | -$120K | 2.83% | 8 |
|
|
2020
Q3 | $4.24M | Sell |
13,587
-31
| -0.2% | -$9.67K | 2.82% | 7 |
|
|
2020
Q2 | $4.02M | Buy |
13,618
+287
| +2% | +$84.7K | 2.8% | 6 |
|
|
2020
Q1 | $3.33M | Sell |
13,331
-1,010
| -7% | -$252K | 2.95% | 7 |
|
|
2019
Q4 | $4.22M | Sell |
14,341
-2,065
| -13% | -$607K | 2.78% | 8 |
|
|
2019
Q3 | $3.57M | Sell |
16,406
-679
| -4% | -$148K | 2.37% | 11 |
|
|
2019
Q2 | $4.17M | Sell |
17,085
-285
| -2% | -$69.5K | 2.83% | 8 |
|
|
2019
Q1 | $4.3M | Sell |
17,370
-407
| -2% | -$101K | 2.93% | 8 |
|
|
2018
Q4 | $4.43M | Sell |
17,777
-1,377
| -7% | -$343K | 3.49% | 4 |
|
|
2018
Q3 | $5.1M | Buy |
19,154
+18,255
| +2,031% | +$4.86M | 2.66% | 7 |
|
|
2018
Q2 | $221K | Buy |
+899
| New | +$221K | 0.11% | 91 |
|
|
2018
Q1 | – | Sell |
-960
| Closed | -$212K | – | 113 |
|
|
2017
Q4 | $212K | Buy |
+960
| New | +$212K | 0.09% | 97 |
|