IFG Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
5,446
+1,160
| +27% | +$362K | 0.09% | 251 |
|
|
2025
Q1 | $2.24M | Buy |
4,286
+63
| +1% | +$33K | 0.12% | 201 |
|
|
2024
Q4 | $2.14M | Buy |
4,223
+31
| +0.7% | +$15.7K | 0.12% | 196 |
|
|
2024
Q3 | $2.45M | Sell |
4,192
-80
| -2% | -$46.8K | 0.16% | 173 |
|
|
2024
Q2 | $2.18M | Buy |
+4,272
| New | +$2.18M | 0.14% | 178 |
|
|
2024
Q1 | – | Sell |
-4,345
| Closed | -$2.29M | – | 567 |
|
|
2023
Q4 | $2.29M | Buy |
4,345
+153
| +4% | +$80.6K | 0.17% | 158 |
|
|
2023
Q3 | $2.11M | Buy |
+4,192
| New | +$2.11M | 0.18% | 150 |
|
|
2023
Q2 | – | Sell |
-3,798
| Closed | -$1.8M | – | 488 |
|
|
2023
Q1 | $1.8M | Sell |
3,798
-197
| -5% | -$93.1K | 0.17% | 152 |
|
|
2022
Q4 | $2.12M | Sell |
3,995
-517
| -11% | -$274K | 0.21% | 109 |
|
|
2022
Q3 | $2.28M | Buy |
4,512
+1,776
| +65% | +$897K | 0.21% | 107 |
|
|
2022
Q2 | $1.41M | Sell |
2,736
-205
| -7% | -$105K | 0.15% | 150 |
|
|
2022
Q1 | $1.5M | Sell |
2,941
-1,021
| -26% | -$520K | 0.15% | 159 |
|
|
2021
Q4 | $1.99M | Buy |
3,962
+98
| +3% | +$49.2K | 0.19% | 126 |
|
|
2021
Q3 | $1.51M | Buy |
3,864
+204
| +6% | +$79.7K | 0.16% | 158 |
|
|
2021
Q2 | $1.47M | Buy |
3,660
+443
| +14% | +$177K | 0.16% | 158 |
|
|
2021
Q1 | $1.2M | Buy |
3,217
+483
| +18% | +$180K | 0.15% | 165 |
|
|
2020
Q4 | $958K | Buy |
2,734
+98
| +4% | +$34.3K | 0.13% | 177 |
|
|
2020
Q3 | $822K | Buy |
2,636
+229
| +10% | +$71.4K | 0.13% | 178 |
|
|
2020
Q2 | $710K | Sell |
2,407
-196
| -8% | -$57.8K | 0.13% | 182 |
|
|
2020
Q1 | $649K | Buy |
2,603
+390
| +18% | +$97.2K | 0.14% | 161 |
|
|
2019
Q4 | $650K | Buy |
2,213
+18
| +0.8% | +$5.29K | 0.12% | 199 |
|
|
2019
Q3 | $477K | Sell |
2,195
-3,785
| -63% | -$823K | 0.09% | 238 |
|
|
2019
Q2 | $1.46M | Buy |
5,980
+50
| +0.8% | +$12.2K | 0.26% | 81 |
|
|
2019
Q1 | $1.47M | Sell |
5,930
-522
| -8% | -$129K | 0.28% | 80 |
|
|
2018
Q4 | $1.61M | Sell |
6,452
-752
| -10% | -$187K | 0.38% | 61 |
|
|
2018
Q3 | $1.92M | Sell |
7,204
-297
| -4% | -$79K | 0.36% | 62 |
|
|
2018
Q2 | $1.84M | Sell |
7,501
-134
| -2% | -$32.9K | 0.38% | 56 |
|
|
2018
Q1 | $1.63M | Sell |
7,635
-998
| -12% | -$214K | 0.36% | 60 |
|
|
2017
Q4 | $1.9M | Buy |
+8,633
| New | +$1.9M | 0.43% | 50 |
|