HI
Horizon Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.41M | Buy |
23,763
+12,301
| +107% | +$3.84M | 0.12% | 140 |
|
|
2025
Q1 | $6M | Buy |
11,462
+908
| +9% | +$476K | 0.18% | 68 |
|
|
2024
Q4 | $5.34M | Buy |
10,554
+204
| +2% | +$103K | 0.15% | 75 |
|
|
2024
Q3 | $6.05M | Buy |
10,350
+102
| +1% | +$59.6K | 0.16% | 60 |
|
|
2024
Q2 | $5.22M | Sell |
10,248
-10,456
| -51% | -$5.32M | 0.14% | 71 |
|
|
2024
Q1 | $10.2M | Sell |
20,704
-108
| -0.5% | -$53.4K | 0.27% | 52 |
|
|
2023
Q4 | $11M | Sell |
20,812
-4,516
| -18% | -$2.38M | 0.3% | 46 |
|
|
2023
Q3 | $12.8M | Sell |
25,328
-36
| -0.1% | -$18.2K | 0.39% | 37 |
|
|
2023
Q2 | $12.2M | Buy |
25,364
+350
| +1% | +$168K | 0.35% | 38 |
|
|
2023
Q1 | $11.8M | Sell |
25,014
-11,811
| -32% | -$5.58M | 0.35% | 35 |
|
|
2022
Q4 | $19.5M | Buy |
36,825
+10,962
| +42% | +$5.81M | 0.55% | 30 |
|
|
2022
Q3 | $13.1M | Buy |
25,863
+5,303
| +26% | +$2.68M | 0.4% | 32 |
|
|
2022
Q2 | $10.6M | Sell |
20,560
-14,160
| -41% | -$7.27M | 0.33% | 30 |
|
|
2022
Q1 | $17.7M | Buy |
34,720
+4,184
| +14% | +$2.13M | 0.5% | 34 |
|
|
2021
Q4 | $15.3M | Sell |
30,536
-4,215
| -12% | -$2.12M | 0.45% | 34 |
|
|
2021
Q3 | $13.6M | Buy |
34,751
+5,045
| +17% | +$1.97M | 0.36% | 36 |
|
|
2021
Q2 | $11.9M | Buy |
29,706
+14,953
| +101% | +$5.99M | 0.35% | 43 |
|
|
2021
Q1 | $5.49M | Buy |
+14,753
| New | +$5.49M | 0.2% | 52 |
|
|
2020
Q4 | – | Sell |
-27,984
| Closed | -$8.73M | – | 382 |
|
|
2020
Q3 | $8.73M | Sell |
27,984
-9,088
| -25% | -$2.83M | 0.31% | 44 |
|
|
2020
Q2 | $10.9M | Buy |
37,072
+28,043
| +311% | +$8.27M | 0.27% | 40 |
|
|
2020
Q1 | $2.25M | Sell |
9,029
-9,812
| -52% | -$2.45M | 0.11% | 68 |
|
|
2019
Q4 | $5.54M | Buy |
18,841
+13,308
| +241% | +$3.91M | 0.24% | 59 |
|
|
2019
Q3 | $1.2M | Buy |
5,533
+758
| +16% | +$165K | 0.05% | 108 |
|
|
2019
Q2 | $1.17M | Buy |
4,775
+734
| +18% | +$179K | 0.03% | 108 |
|
|
2019
Q1 | $999K | Buy |
4,041
+2,346
| +138% | +$580K | 0.04% | 164 |
|
|
2018
Q4 | $422K | Buy |
+1,695
| New | +$422K | 0.02% | 171 |
|
|
2017
Q4 | – | Sell |
-4,523
| Closed | -$777K | – | 208 |
|
|
2017
Q3 | $777K | Buy |
+4,523
| New | +$777K | 0.04% | 93 |
|
|
2017
Q1 | – | Sell |
-3,985
| Closed | -$638K | – | 201 |
|
|
2016
Q4 | $638K | Buy |
+3,985
| New | +$638K | 0.04% | 90 |
|