IEQ Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9M | Sell |
73,303
-13,753
| -16% | -$4.29M | 0.14% | 109 |
|
|
2025
Q1 | $45.6M | Buy |
87,056
+31,914
| +58% | +$16.7M | 0.36% | 38 |
|
|
2024
Q4 | $27.9M | Sell |
55,142
-10,990
| -17% | -$5.56M | 0.27% | 52 |
|
|
2024
Q3 | $38.7M | Buy |
66,132
+3,548
| +6% | +$2.07M | 0.47% | 34 |
|
|
2024
Q2 | $31.9M | Buy |
62,584
+2,775
| +5% | +$1.41M | 0.43% | 37 |
|
|
2024
Q1 | $29.6M | Sell |
59,809
-472
| -0.8% | -$233K | 0.43% | 35 |
|
|
2023
Q4 | $31.7M | Buy |
60,281
+5,378
| +10% | +$2.83M | 0.53% | 32 |
|
|
2023
Q3 | $27.7M | Buy |
54,903
+3,314
| +6% | +$1.67M | 0.56% | 31 |
|
|
2023
Q2 | $24.8M | Sell |
51,589
-5,261
| -9% | -$2.53M | 0.5% | 35 |
|
|
2023
Q1 | $26.9M | Sell |
56,850
-6,609
| -10% | -$3.12M | 0.62% | 30 |
|
|
2022
Q4 | $33.6M | Buy |
63,459
+10,281
| +19% | +$5.45M | 0.94% | 17 |
|
|
2022
Q3 | $26.9M | Buy |
53,178
+3,620
| +7% | +$1.83M | 0.74% | 26 |
|
|
2022
Q2 | $25.5M | Buy |
49,558
+7,700
| +18% | +$3.95M | 0.77% | 23 |
|
|
2022
Q1 | $21.3M | Buy |
41,858
+3,947
| +10% | +$2.01M | 0.51% | 33 |
|
|
2021
Q4 | $19M | Buy |
37,911
+2,151
| +6% | +$1.08M | 0.44% | 38 |
|
|
2021
Q3 | $14M | Buy |
35,760
+5,681
| +19% | +$2.22M | 0.37% | 46 |
|
|
2021
Q2 | $12M | Buy |
30,079
+10,316
| +52% | +$4.13M | 0.35% | 45 |
|
|
2021
Q1 | $7.35M | Buy |
+19,763
| New | +$7.35M | 0.3% | 55 |
|
|
2020
Q4 | – | Sell |
-17,711
| Closed | -$5.52M | – | 380 |
|
|
2020
Q3 | $5.52M | Buy |
17,711
+981
| +6% | +$306K | 0.3% | 54 |
|
|
2020
Q2 | $4.93M | Buy |
16,730
+877
| +6% | +$259K | 0.32% | 53 |
|
|
2020
Q1 | $3.95M | Buy |
15,853
+2,180
| +16% | +$544K | 0.32% | 49 |
|
|
2019
Q4 | $4.02M | Buy |
+13,673
| New | +$4.02M | 0.35% | 43 |
|