IA
Icon Advisers’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,203
| Closed | -$1.62M | – | 185 |
|
|
2024
Q4 | $1.62M | Sell |
3,203
-4,916
| -61% | -$2.49M | 0.36% | 110 |
|
|
2024
Q3 | $4.75M | Sell |
8,119
-1,200
| -13% | -$702K | 0.99% | 25 |
|
|
2024
Q2 | $4.61M | Hold |
9,319
| – | – | 1.04% | 23 |
|
|
2024
Q1 | $4.56M | Hold |
9,319
| – | – | 0.99% | 27 |
|
|
2023
Q4 | $4.91M | Hold |
9,319
| – | – | 1.12% | 20 |
|
|
2023
Q3 | $4.7M | Hold |
9,319
| – | – | 1.16% | 17 |
|
|
2023
Q2 | $4.48M | Sell |
9,319
-3,800
| -29% | -$1.83M | 1.14% | 17 |
|
|
2023
Q1 | $6.2M | Hold |
13,119
| – | – | 1.58% | 8 |
|
|
2022
Q4 | $6.96M | Sell |
13,119
-2,100
| -14% | -$1.11M | 1.78% | 11 |
|
|
2022
Q3 | $7.69M | Hold |
15,219
| – | – | 2.1% | 7 |
|
|
2022
Q2 | $7.82M | Hold |
15,219
| – | – | 1.81% | 7 |
|
|
2022
Q1 | $7.76M | Hold |
15,219
| – | – | 1.32% | 14 |
|
|
2021
Q4 | $7.64M | Hold |
15,219
| – | – | 1.23% | 19 |
|
|
2021
Q3 | $5.95M | Hold |
15,219
| – | – | 1.01% | 23 |
|
|
2021
Q2 | $6.09M | Hold |
15,219
| – | – | 0.99% | 25 |
|
|
2021
Q1 | $5.66M | Sell |
15,219
-6,300
| -29% | -$2.34M | 0.89% | 32 |
|
|
2020
Q4 | $7.55M | Sell |
21,519
-1,500
| -7% | -$526K | 1.37% | 17 |
|
|
2020
Q3 | $7.18M | Sell |
23,019
-3,000
| -12% | -$935K | 1.41% | 15 |
|
|
2020
Q2 | $7.67M | Sell |
26,019
-1,000
| -4% | -$295K | 1.5% | 11 |
|
|
2020
Q1 | $6.74M | Hold |
27,019
| – | – | 1.47% | 11 |
|
|
2019
Q4 | $7.94M | Hold |
27,019
| – | – | 1.13% | 14 |
|
|
2019
Q3 | $5.87M | Hold |
27,019
| – | – | 0.87% | 24 |
|
|
2019
Q2 | $6.59M | Sell |
27,019
-901
| -3% | -$220K | 0.62% | 45 |
|
|
2019
Q1 | $6.9M | Buy |
27,920
+4,600
| +20% | +$1.14M | 0.69% | 43 |
|
|
2018
Q4 | $5.81M | Hold |
23,320
| – | – | 0.61% | 47 |
|
|
2018
Q3 | $6.2M | Hold |
23,320
| – | – | 0.53% | 61 |
|
|
2018
Q2 | $5.72M | Buy |
23,320
+20
| +0.1% | +$4.91K | 0.43% | 73 |
|
|
2018
Q1 | $4.99M | Hold |
23,300
| – | – | 0.38% | 81 |
|
|
2017
Q4 | $5.14M | Sell |
23,300
-12,500
| -35% | -$2.76M | 0.36% | 84 |
|
|
2017
Q3 | $7.01M | Hold |
35,800
| – | – | 0.49% | 64 |
|
|
2017
Q2 | $6.64M | Hold |
35,800
| – | – | 0.46% | 70 |
|
|
2017
Q1 | $5.87M | Buy |
+35,800
| New | +$5.87M | 0.4% | 84 |
|
|
2016
Q4 | – | Sell |
-3,000
| Closed | -$420K | – | 453 |
|
|
2016
Q3 | $420K | Sell |
3,000
-31,200
| -91% | -$4.37M | 0.03% | 380 |
|
|
2016
Q2 | $4.83M | Hold |
34,200
| – | – | 0.33% | 108 |
|
|
2016
Q1 | $4.41M | Sell |
34,200
-22,000
| -39% | -$2.84M | 0.31% | 122 |
|
|
2015
Q4 | $6.61M | Hold |
56,200
| – | – | 0.45% | 76 |
|
|
2015
Q3 | $6.52M | Sell |
56,200
-3,800
| -6% | -$441K | 0.45% | 85 |
|
|
2015
Q2 | $7.32M | Buy |
+60,000
| New | +$7.32M | 0.46% | 72 |
|
|
2014
Q2 | – | Sell |
-74,000
| Closed | -$6.07M | – | 371 |
|
|
2014
Q1 | $6.07M | Hold |
74,000
| – | – | 0.43% | 63 |
|
|
2013
Q4 | $5.57M | Buy |
+74,000
| New | +$5.57M | 0.4% | 68 |
|