Independent Investors Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Sell |
2,945
-65
| -2% | -$20.3K | 0.2% | 48 |
|
|
2025
Q1 | $1.58M | Sell |
3,010
-5
| -0.2% | -$2.62K | 0.33% | 37 |
|
|
2024
Q4 | $1.53M | Hold |
3,015
| – | – | 0.3% | 36 |
|
|
2024
Q3 | $1.76M | Sell |
3,015
-200
| -6% | -$117K | 0.36% | 35 |
|
|
2024
Q2 | $1.64M | Sell |
3,215
-325
| -9% | -$166K | 0.36% | 35 |
|
|
2024
Q1 | $1.75M | Hold |
3,540
| – | – | 0.42% | 32 |
|
|
2023
Q4 | $1.86M | Hold |
3,540
| – | – | 0.43% | 32 |
|
|
2023
Q3 | $1.78M | Hold |
3,540
| – | – | 0.45% | 31 |
|
|
2023
Q2 | $1.7M | Sell |
3,540
-20
| -0.6% | -$9.61K | 0.39% | 33 |
|
|
2023
Q1 | $1.68M | Hold |
3,560
| – | – | 0.42% | 33 |
|
|
2022
Q4 | $1.89M | Buy |
3,560
+117
| +3% | +$62K | 0.53% | 32 |
|
|
2022
Q3 | $1.74M | Buy |
3,443
+3
| +0.1% | +$1.52K | 0.49% | 31 |
|
|
2022
Q2 | $1.77M | Hold |
3,440
| – | – | 0.48% | 32 |
|
|
2022
Q1 | $1.75M | Hold |
3,440
| – | – | 0.39% | 36 |
|
|
2021
Q4 | $1.73M | Sell |
3,440
-10
| -0.3% | -$5.02K | 0.37% | 37 |
|
|
2021
Q3 | $1.35M | Sell |
3,450
-144
| -4% | -$56.3K | 0.34% | 43 |
|
|
2021
Q2 | $1.44M | Hold |
3,594
| – | – | 0.35% | 41 |
|
|
2021
Q1 | $1.34M | Hold |
3,594
| – | – | 0.35% | 43 |
|
|
2020
Q4 | $1.26M | Sell |
3,594
-600
| -14% | -$210K | 0.33% | 41 |
|
|
2020
Q3 | $1.31M | Buy |
+4,194
| New | +$1.31M | 0.38% | 41 |
|