ICW 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 | $1.03M | Buy |
3,306
+255
| +8% | +$79.6K | 0.41% | 91 |
|
|
2025
Q1 | $1.6M | Buy |
3,051
+183
| +6% | +$95.8K | 0.65% | 63 |
|
|
2024
Q4 | $1.45M | Buy |
2,868
+455
| +19% | +$230K | 0.61% | 69 |
|
|
2024
Q3 | $1.41M | Buy |
2,413
+99
| +4% | +$57.9K | 0.59% | 72 |
|
|
2024
Q2 | $1.18M | Buy |
2,314
+39
| +2% | +$19.9K | 0.53% | 74 |
|
|
2024
Q1 | $1.13M | Buy |
2,275
+322
| +16% | +$159K | 0.5% | 80 |
|
|
2023
Q4 | $1.03M | Buy |
1,953
+68
| +4% | +$35.8K | 0.5% | 82 |
|
|
2023
Q3 | $950K | Buy |
1,885
+217
| +13% | +$109K | 0.51% | 80 |
|
|
2023
Q2 | $802K | Buy |
1,668
+110
| +7% | +$52.9K | 0.43% | 87 |
|
|
2023
Q1 | $737K | Buy |
1,558
+147
| +10% | +$69.5K | 0.42% | 87 |
|
|
2022
Q4 | $748K | Buy |
1,411
+27
| +2% | +$14.3K | 0.45% | 82 |
|
|
2022
Q3 | $699K | Buy |
1,384
+1
| +0.1% | +$505 | 0.47% | 82 |
|
|
2022
Q2 | $710K | Buy |
1,383
+2
| +0.1% | +$1.03K | 0.45% | 84 |
|
|
2022
Q1 | $704K | Buy |
1,381
+11
| +0.8% | +$5.61K | 0.41% | 90 |
|
|
2021
Q4 | $688K | Buy |
1,370
+85
| +7% | +$42.7K | 0.38% | 91 |
|
|
2021
Q3 | $502K | Buy |
1,285
+68
| +6% | +$26.6K | 0.32% | 98 |
|
|
2021
Q2 | $487K | Buy |
1,217
+33
| +3% | +$13.2K | 0.32% | 103 |
|
|
2021
Q1 | $441K | Buy |
1,184
+71
| +6% | +$26.4K | 0.3% | 107 |
|
|
2020
Q4 | $384K | Sell |
1,113
-33
| -3% | -$11.4K | 0.27% | 108 |
|
|
2020
Q3 | $357K | Buy |
1,146
+58
| +5% | +$18.1K | 0.27% | 109 |
|
|
2020
Q2 | $321K | Buy |
1,088
+19
| +2% | +$5.61K | 0.26% | 109 |
|
|
2020
Q1 | $266K | Buy |
1,069
+252
| +31% | +$62.7K | 0.25% | 110 |
|
|
2019
Q4 | $240K | Buy |
+817
| New | +$240K | 0.19% | 112 |
|