Hudson Valley Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Sell |
19,398
-5,324
| -22% | -$1.66M | 0.66% | 47 |
|
|
2025
Q1 | $12.9M | Sell |
24,722
-1,561
| -6% | -$818K | 1.55% | 14 |
|
|
2024
Q4 | $13.3M | Buy |
26,283
+2,137
| +9% | +$1.08M | 1.51% | 17 |
|
|
2024
Q3 | $14.1M | Buy |
24,146
+4,926
| +26% | +$2.88M | 1.56% | 15 |
|
|
2024
Q2 | $10.3M | Buy |
19,220
+390
| +2% | +$209K | 1.34% | 21 |
|
|
2024
Q1 | $9.32M | Buy |
18,830
+826
| +5% | +$409K | 1.12% | 30 |
|
|
2023
Q4 | $9.66M | Sell |
18,004
-1,533
| -8% | -$823K | 1.32% | 20 |
|
|
2023
Q3 | $9.85M | Sell |
19,537
-1,696
| -8% | -$855K | 1.39% | 21 |
|
|
2023
Q2 | $10.2M | Sell |
21,233
-418
| -2% | -$201K | 1.38% | 20 |
|
|
2023
Q1 | $10.2M | Sell |
21,651
-1,451
| -6% | -$686K | 1.43% | 19 |
|
|
2022
Q4 | $12.2M | Buy |
23,102
+153
| +0.7% | +$81.1K | 1.85% | 13 |
|
|
2022
Q3 | $11.6M | Buy |
22,949
+1,730
| +8% | +$874K | 1.86% | 13 |
|
|
2022
Q2 | $10.9M | Sell |
21,219
-301
| -1% | -$155K | 1.7% | 15 |
|
|
2022
Q1 | $11M | Sell |
21,520
-258
| -1% | -$132K | 1.47% | 19 |
|
|
2021
Q4 | $10.9M | Buy |
21,778
+6
| +0% | +$3.01K | 1.71% | 17 |
|
|
2021
Q3 | $8.51M | Sell |
21,772
-354
| -2% | -$138K | 1.46% | 19 |
|
|
2021
Q2 | $8.86M | Sell |
22,126
-1,672
| -7% | -$670K | 1.54% | 17 |
|
|
2021
Q1 | $8.86M | Buy |
23,798
+205
| +0.9% | +$76.3K | 1.58% | 16 |
|
|
2020
Q4 | $8.27M | Buy |
23,593
+20
| +0.1% | +$7.01K | 1.58% | 16 |
|
|
2020
Q3 | $7.35M | Buy |
23,573
+34
| +0.1% | +$10.6K | 1.58% | 18 |
|
|
2020
Q2 | $6.94M | Sell |
23,539
-324
| -1% | -$95.6K | 1.61% | 16 |
|
|
2020
Q1 | $5.95M | Buy |
23,863
+390
| +2% | +$97.3K | 1.65% | 16 |
|
|
2019
Q4 | $6.9M | Buy |
23,473
+160
| +0.7% | +$47K | 1.47% | 16 |
|
|
2019
Q3 | $5.07M | Buy |
23,313
+253
| +1% | +$55K | 1.17% | 26 |
|
|
2019
Q2 | $5.63M | Sell |
23,060
-698
| -3% | -$170K | 1.3% | 21 |
|
|
2019
Q1 | $5.87M | Sell |
23,758
-6,257
| -21% | -$1.55M | 1.42% | 19 |
|
|
2018
Q4 | $7.48M | Buy |
30,015
+5,664
| +23% | +$1.41M | 1.72% | 15 |
|
|
2018
Q3 | $6.48M | Sell |
24,351
-294
| -1% | -$78.2K | 1.5% | 18 |
|
|
2018
Q2 | $6.05M | Buy |
24,645
+238
| +1% | +$58.4K | 1.49% | 20 |
|
|
2018
Q1 | $5.22M | Buy |
24,407
+2,153
| +10% | +$461K | 1.32% | 23 |
|
|
2017
Q4 | $4.91M | Buy |
22,254
+1,639
| +8% | +$361K | 1.21% | 27 |
|
|
2017
Q3 | $4.04M | Buy |
20,615
+373
| +2% | +$73K | 1.05% | 33 |
|
|
2017
Q2 | $3.75M | Buy |
20,242
+685
| +4% | +$127K | 1.03% | 32 |
|
|
2017
Q1 | $3.21M | Buy |
19,557
+1,965
| +11% | +$322K | 0.89% | 38 |
|
|
2016
Q4 | $2.82M | Buy |
17,592
+1,758
| +11% | +$281K | 0.83% | 41 |
|
|
2016
Q3 | $2.22M | Buy |
15,834
+10,790
| +214% | +$1.51M | 0.69% | 45 |
|
|
2016
Q2 | $215K | Sell |
5,044
-512
| -9% | -$21.8K | 0.07% | 139 |
|
|
2016
Q1 | $204K | Sell |
5,556
-5,969
| -52% | -$219K | 0.07% | 135 |
|
|
2015
Q4 | $1.36M | Buy |
11,525
+1,305
| +13% | +$154K | 0.42% | 66 |
|
|
2015
Q3 | $1.19M | Buy |
10,220
+4,750
| +87% | +$551K | 0.38% | 68 |
|
|
2015
Q2 | $667K | Buy |
+5,470
| New | +$667K | 0.21% | 87 |
|