IMS Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
6,762
+3,145
| +87% | +$981K | 0.99% | 29 |
|
|
2025
Q1 | $1.89M | Hold |
3,617
| – | – | 0.96% | 36 |
|
|
2024
Q4 | $1.83M | Sell |
3,617
-9
| -0.2% | -$4.55K | 0.85% | 36 |
|
|
2024
Q3 | $2.12M | Buy |
3,626
+25
| +0.7% | +$14.6K | 0.95% | 32 |
|
|
2024
Q2 | $2.09M | Sell |
3,601
-131
| -4% | -$76.1K | 0.97% | 32 |
|
|
2024
Q1 | $1.85M | Buy |
3,732
+88
| +2% | +$43.5K | 0.86% | 34 |
|
|
2023
Q4 | $1.92M | Buy |
3,644
+130
| +4% | +$68.4K | 0.94% | 29 |
|
|
2023
Q3 | $1.77M | Hold |
3,514
| – | – | 1.06% | 27 |
|
|
2023
Q2 | $1.69M | Buy |
3,514
+60
| +2% | +$28.8K | 0.94% | 29 |
|
|
2023
Q1 | $1.63M | Buy |
3,454
+147
| +4% | +$69.5K | 0.97% | 28 |
|
|
2022
Q4 | $1.75M | Buy |
3,307
+387
| +13% | +$205K | 1.12% | 24 |
|
|
2022
Q3 | $1.48M | Buy |
2,920
+161
| +6% | +$81.3K | 1.02% | 27 |
|
|
2022
Q2 | $1.42M | Buy |
2,759
+32
| +1% | +$16.4K | 0.92% | 28 |
|
|
2022
Q1 | $1.39M | Buy |
2,727
+6
| +0.2% | +$3.06K | 0.73% | 37 |
|
|
2021
Q4 | $1.37M | Buy |
2,721
+23
| +0.9% | +$11.5K | 0.7% | 39 |
|
|
2021
Q3 | $1.05M | Hold |
2,698
| – | – | 0.61% | 45 |
|
|
2021
Q2 | $1.08M | Hold |
2,698
| – | – | 0.64% | 46 |
|
|
2021
Q1 | $1M | Sell |
2,698
-966
| -26% | -$359K | 0.63% | 43 |
|
|
2020
Q4 | $1.29M | Buy |
3,664
+405
| +12% | +$142K | 0.8% | 26 |
|
|
2020
Q3 | $1.02M | Buy |
3,259
+600
| +23% | +$187K | 0.73% | 34 |
|
|
2020
Q2 | $784K | Buy |
2,659
+1,200
| +82% | +$354K | 0.61% | 49 |
|
|
2020
Q1 | $364K | Sell |
1,459
-760
| -34% | -$190K | 0.37% | 79 |
|
|
2019
Q4 | $652K | Hold |
2,219
| – | – | 0.45% | 57 |
|
|
2019
Q3 | $482K | Buy |
+2,219
| New | +$482K | 0.37% | 85 |
|
|
2018
Q4 | – | Sell |
-319
| Closed | -$85K | – | 341 |
|
|
2018
Q3 | $85K | Buy |
+319
| New | +$85K | 0.06% | 160 |
|