IFP 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 | $6.46M | Buy |
20,683
+3,545
| +21% | +$1.11M | 0.18% | 115 |
|
|
2025
Q1 | $8.98M | Buy |
17,138
+911
| +6% | +$477K | 0.28% | 72 |
|
|
2024
Q4 | $8.21M | Buy |
16,227
+413
| +3% | +$209K | 0.27% | 73 |
|
|
2024
Q3 | $9.25M | Buy |
15,814
+2,536
| +19% | +$1.48M | 0.33% | 62 |
|
|
2024
Q2 | $6.76M | Buy |
13,278
+454
| +4% | +$231K | 0.27% | 76 |
|
|
2024
Q1 | $6.34M | Buy |
12,824
+873
| +7% | +$432K | 0.28% | 80 |
|
|
2023
Q4 | $6.29M | Sell |
11,951
-3,891
| -25% | -$2.05M | 0.3% | 74 |
|
|
2023
Q3 | $7.99M | Buy |
15,842
+676
| +4% | +$341K | 0.36% | 60 |
|
|
2023
Q2 | $7.29M | Buy |
15,166
+1,680
| +12% | +$808K | 0.3% | 68 |
|
|
2023
Q1 | $2.22M | Sell |
13,486
-6,625
| -33% | -$1.09M | 0.1% | 209 |
|
|
2022
Q4 | $3.51M | Buy |
20,111
+211
| +1% | +$36.8K | 0.09% | 215 |
|
|
2022
Q3 | $3.49M | Buy |
19,900
+1,655
| +9% | +$290K | 0.09% | 239 |
|
|
2022
Q2 | $3.12M | Hold |
18,245
| – | – | 0.1% | 244 |
|
|
2022
Q1 | $3.12M | Buy |
18,245
+4,737
| +35% | +$811K | 0.1% | 244 |
|
|
2021
Q4 | $6.86M | Buy |
13,508
+2,071
| +18% | +$1.05M | 0.13% | 89 |
|
|
2021
Q3 | $4.47M | Sell |
11,437
-331
| -3% | -$129K | 0.09% | 124 |
|
|
2021
Q2 | $4.71M | Buy |
11,768
+356
| +3% | +$142K | 0.1% | 116 |
|
|
2021
Q1 | $4.25M | Buy |
11,412
+487
| +4% | +$181K | 0.08% | 115 |
|
|
2020
Q4 | $3.84M | Buy |
10,925
+65
| +0.6% | +$22.8K | 0.16% | 105 |
|
|
2020
Q3 | $3.39M | Buy |
10,860
+455
| +4% | +$142K | 0.2% | 97 |
|
|
2020
Q2 | $3.01M | Sell |
10,405
-4,800
| -32% | -$1.39M | 0.24% | 84 |
|
|
2020
Q1 | $3.9M | Buy |
15,205
+1,141
| +8% | +$292K | 0.39% | 55 |
|
|
2019
Q4 | $4.16M | Buy |
14,064
+2,766
| +24% | +$818K | 0.31% | 72 |
|
|
2019
Q3 | $2.44M | Buy |
+11,298
| New | +$2.44M | 0.16% | 142 |
|
|
2019
Q1 | $999K | Sell |
4,049
-9,209
| -69% | -$2.27M | 0.14% | 162 |
|
|
2018
Q4 | $3.27M | Sell |
13,258
-3,746
| -22% | -$923K | 0.2% | 117 |
|
|
2018
Q3 | $4.52M | Buy |
17,004
+1,985
| +13% | +$528K | 0.18% | 125 |
|
|
2018
Q2 | $3.69M | Sell |
15,019
-1,962
| -12% | -$481K | 0.16% | 154 |
|
|
2018
Q1 | $3.74M | Hold |
16,981
| – | – | 0.17% | 134 |
|
|
2017
Q4 | $3.74M | Sell |
16,981
-8,422
| -33% | -$1.86M | 0.17% | 134 |
|
|
2017
Q3 | $4.98M | Sell |
25,403
-703
| -3% | -$138K | 0.2% | 112 |
|
|
2017
Q2 | $4.84M | Buy |
26,106
+463
| +2% | +$85.9K | 0.21% | 107 |
|
|
2017
Q1 | $4.21M | Buy |
25,643
+79
| +0.3% | +$13K | 0.18% | 118 |
|
|
2016
Q4 | $4.09M | Buy |
25,564
+5,303
| +26% | +$849K | 0.2% | 111 |
|
|
2016
Q3 | $2.84M | Buy |
20,261
+420
| +2% | +$58.8K | 0.15% | 152 |
|
|
2016
Q2 | $2.8M | Buy |
19,841
+15,792
| +390% | +$2.23M | 0.16% | 135 |
|
|
2016
Q1 | $999K | Sell |
4,049
-15,443
| -79% | -$3.81M | 0.14% | 162 |
|
|
2015
Q4 | $2.29M | Buy |
+19,492
| New | +$2.29M | 0.15% | 142 |
|