Integrated Investment Consultants’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Sell |
2,279
-365
| -14% | -$114K | 0.14% | 110 |
|
|
2025
Q1 | $1.38M | Buy |
2,644
+1,039
| +65% | +$544K | 0.28% | 68 |
|
|
2024
Q4 | $812K | Buy |
1,605
+8
| +0.5% | +$4.05K | 0.17% | 106 |
|
|
2024
Q3 | $934K | Buy |
1,597
+528
| +49% | +$309K | 0.2% | 73 |
|
|
2024
Q2 | $529K | Hold |
1,069
| – | – | 0.15% | 119 |
|
|
2024
Q1 | $529K | Sell |
1,069
-33
| -3% | -$16.3K | 0.15% | 119 |
|
|
2023
Q4 | $580K | Buy |
1,102
+41
| +4% | +$21.6K | 0.18% | 100 |
|
|
2023
Q3 | $535K | Sell |
1,061
-550
| -34% | -$277K | 0.19% | 99 |
|
|
2023
Q2 | $774K | Buy |
1,611
+196
| +14% | +$94.2K | 0.25% | 64 |
|
|
2023
Q1 | $669K | Sell |
1,415
-35
| -2% | -$16.5K | 0.21% | 72 |
|
|
2022
Q4 | $769K | Buy |
1,450
+33
| +2% | +$17.5K | 0.26% | 60 |
|
|
2022
Q3 | $716K | Sell |
1,417
-115
| -8% | -$58.1K | 0.28% | 58 |
|
|
2022
Q2 | $787K | Sell |
1,532
-55
| -3% | -$28.3K | 0.28% | 52 |
|
|
2022
Q1 | $809K | Sell |
1,587
-67
| -4% | -$34.2K | 0.22% | 72 |
|
|
2021
Q4 | $831K | Buy |
1,654
+30
| +2% | +$15.1K | 0.22% | 79 |
|
|
2021
Q3 | $635K | Buy |
1,624
+88
| +6% | +$34.4K | 0.19% | 96 |
|
|
2021
Q2 | $615K | Buy |
1,536
+215
| +16% | +$86.1K | 0.18% | 102 |
|
|
2021
Q1 | $492K | Buy |
1,321
+68
| +5% | +$25.3K | 0.17% | 110 |
|
|
2020
Q4 | $439K | Hold |
1,253
| – | – | 0.17% | 106 |
|
|
2020
Q3 | $391K | Sell |
1,253
-137
| -10% | -$42.8K | 0.18% | 103 |
|
|
2020
Q2 | $410K | Sell |
1,390
-2
| -0.1% | -$590 | 0.19% | 86 |
|
|
2020
Q1 | $347K | Sell |
1,392
-630
| -31% | -$157K | 0.21% | 90 |
|
|
2019
Q4 | $594K | Buy |
2,022
+1,030
| +104% | +$303K | 0.25% | 71 |
|
|
2019
Q3 | $216K | Sell |
992
-139
| -12% | -$30.3K | 0.11% | 143 |
|
|
2019
Q2 | $276K | Buy |
1,131
+42
| +4% | +$10.2K | 0.14% | 112 |
|
|
2019
Q1 | $269K | Sell |
1,089
-18
| -2% | -$4.45K | 0.14% | 109 |
|
|
2018
Q4 | $276K | Buy |
1,107
+336
| +44% | +$83.8K | 0.15% | 106 |
|
|
2018
Q3 | $205K | Buy |
+771
| New | +$205K | 0.1% | 170 |
|
|
2018
Q2 | – | Sell |
-1,759
| Closed | -$376K | – | 661 |
|
|
2018
Q1 | $376K | Buy |
+1,759
| New | +$376K | 0.15% | 88 |
|
|
2017
Q3 | $164K | Sell |
837
-56
| -6% | -$11K | 0.07% | 190 |
|
|
2017
Q2 | $166K | Sell |
893
-10
| -1% | -$1.86K | 0.07% | 185 |
|
|
2017
Q1 | $148K | Hold |
903
| – | – | 0.07% | 209 |
|
|
2016
Q4 | $145K | Hold |
903
| – | – | 0.07% | 198 |
|
|
2016
Q3 | $121K | Sell |
903
-13
| -1% | -$1.74K | 0.06% | 221 |
|
|
2016
Q2 | $129K | Sell |
916
-31
| -3% | -$4.37K | 0.07% | 210 |
|
|
2016
Q1 | $119K | Buy |
+947
| New | +$119K | 0.07% | 194 |
|