HAIM

Hunter Associates Investment Management’s UnitedHealth UNH Stock Holding History

Hunter Associates Investment Management’s Portfolio UNH Stock Details UNH Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$883K	Hold	2,832	–	–	0.13%	138
2025 Q1	$1.48M	Sell	2,832 -600	-17%	-$314K	0.23%	95
2024 Q4	$1.74M	Buy	3,432 +60	+2%	+$30.4K	0.26%	90
2024 Q3	$1.97M	Hold	3,372	–	–	0.31%	80
2024 Q2	$1.72M	Hold	3,372	–	–	0.29%	82
2024 Q1	$1.67M	Hold	3,372	–	–	0.28%	91
2023 Q4	$1.78M	Buy	3,372 +100	+3%	+$52.6K	0.32%	76
2023 Q3	$1.65M	Sell	3,272 -10	-0.3%	-$5.04K	0.34%	66
2023 Q2	$1.58M	Sell	3,282 -14	-0.4%	-$6.73K	0.31%	73
2023 Q1	$1.56M	Sell	3,296 -310	-9%	-$147K	0.33%	71
2022 Q4	$1.91M	Sell	3,606 -25	-0.7%	-$13.3K	0.46%	57
2022 Q3	$1.84M	Sell	3,631 -25	-0.7%	-$12.6K	0.48%	56
2022 Q2	$1.88M	Buy	3,656 +656	+22%	+$337K	0.46%	58
2022 Q1	$1.53M	Hold	3,000	–	–	0.49%	44
2021 Q4	$1.51M	Hold	3,000	–	–	0.43%	48
2021 Q3	$1.17M	Hold	3,000	–	–	0.38%	56
2021 Q2	$1.2M	Sell	3,000 -975	-25%	-$390K	0.37%	49
2021 Q1	$1.48M	Hold	3,975	–	–	0.34%	67
2020 Q4	$1.39M	Hold	3,975	–	–	0.34%	65
2020 Q3	$1.24M	Hold	3,975	–	–	0.34%	63
2020 Q2	$1.17M	Hold	3,975	–	–	0.35%	64
2020 Q1	$991K	Hold	3,975	–	–	0.38%	63
2019 Q4	$1.17M	Buy	3,975 +2,140	+117%	+$629K	0.36%	62
2019 Q3	$399K	Buy	1,835 +310	+20%	+$67.4K	0.14%	113
2019 Q2	$372K	Buy	1,525 +275	+22%	+$67.1K	0.13%	118
2019 Q1	$309K	Hold	1,250	–	–	0.11%	128
2018 Q4	$311K	Hold	1,250	–	–	0.13%	117
2018 Q3	$333K	Hold	1,250	–	–	0.11%	126
2018 Q2	$307K	Hold	1,250	–	–	0.11%	127
2018 Q1	$267K	Hold	1,250	–	–	0.1%	132
2017 Q4	$276K	Hold	1,250	–	–	0.1%	134
2017 Q3	$245K	Hold	1,250	–	–	0.1%	142
2017 Q2	$232K	Hold	1,250	–	–	0.09%	145
2017 Q1	$205K	Sell	1,250 -250	-17%	-$41K	0.09%	157
2016 Q4	$240K	Hold	1,500	–	–	0.1%	140
2016 Q3	$210K	Hold	1,500	–	–	0.09%	147
2016 Q2	$212K	Buy	+1,500	New	+$212K	0.09%	143