Integrated Wealth Concepts’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Sell |
23,716
-2,667
| -10% | -$832K | 0.07% | 253 |
|
|
2025
Q1 | $13.8M | Sell |
26,383
-362
| -1% | -$190K | 0.16% | 133 |
|
|
2024
Q4 | $13.5M | Buy |
26,745
+2,917
| +12% | +$1.48M | 0.16% | 136 |
|
|
2024
Q3 | $13.9M | Buy |
23,828
+207
| +0.9% | +$121K | 0.17% | 131 |
|
|
2024
Q2 | $12M | Buy |
23,621
+1,623
| +7% | +$827K | 0.16% | 135 |
|
|
2024
Q1 | $10.9M | Buy |
21,998
+2,952
| +15% | +$1.46M | 0.16% | 151 |
|
|
2023
Q4 | $10M | Buy |
19,046
+3,719
| +24% | +$1.96M | 0.16% | 147 |
|
|
2023
Q3 | $7.73M | Buy |
15,327
+326
| +2% | +$164K | 0.14% | 166 |
|
|
2023
Q2 | $7.21M | Buy |
15,001
+3,969
| +36% | +$1.91M | 0.12% | 179 |
|
|
2023
Q1 | $5.21M | Sell |
11,032
-1,866
| -14% | -$882K | 0.11% | 193 |
|
|
2022
Q4 | $6.84M | Buy |
12,898
+227
| +2% | +$120K | 0.19% | 114 |
|
|
2022
Q3 | $6.4M | Sell |
12,671
-97
| -0.8% | -$49K | 0.2% | 105 |
|
|
2022
Q2 | $6.56M | Buy |
12,768
+223
| +2% | +$115K | 0.2% | 104 |
|
|
2022
Q1 | $6.4M | Sell |
12,545
-1,268
| -9% | -$647K | 0.2% | 107 |
|
|
2021
Q4 | $6.94M | Buy |
13,813
+482
| +4% | +$242K | 0.21% | 95 |
|
|
2021
Q3 | $5.21M | Buy |
13,331
+584
| +5% | +$228K | 0.17% | 111 |
|
|
2021
Q2 | $5.11M | Buy |
12,747
+365
| +3% | +$146K | 0.18% | 108 |
|
|
2021
Q1 | $4.61M | Buy |
12,382
+1,234
| +11% | +$459K | 0.19% | 102 |
|
|
2020
Q4 | $3.91M | Buy |
11,148
+1,113
| +11% | +$390K | 0.18% | 95 |
|
|
2020
Q3 | $3.13M | Buy |
10,035
+2,569
| +34% | +$801K | 0.19% | 100 |
|
|
2020
Q2 | $2.2M | Buy |
7,466
+1,034
| +16% | +$305K | 0.16% | 104 |
|
|
2020
Q1 | $1.6M | Buy |
6,432
+224
| +4% | +$55.9K | 0.15% | 106 |
|
|
2019
Q4 | $1.83M | Buy |
6,208
+1,259
| +25% | +$370K | 0.15% | 101 |
|
|
2019
Q3 | $1.08M | Buy |
4,949
+429
| +9% | +$93.2K | 0.12% | 117 |
|
|
2019
Q2 | $1.03M | Buy |
4,520
+1,525
| +51% | +$346K | 0.13% | 120 |
|
|
2019
Q1 | $741K | Buy |
2,995
+118
| +4% | +$29.2K | 0.13% | 128 |
|
|
2018
Q4 | $717K | Buy |
2,877
+55
| +2% | +$13.7K | 0.19% | 101 |
|
|
2018
Q3 | $760K | Buy |
2,822
+391
| +16% | +$105K | 0.23% | 81 |
|
|
2018
Q2 | $602K | Buy |
2,431
+246
| +11% | +$60.9K | 0.21% | 96 |
|
|
2018
Q1 | $474K | Buy |
2,185
+116
| +6% | +$25.2K | 0.19% | 99 |
|
|
2017
Q4 | $465K | Buy |
+2,069
| New | +$465K | 0.2% | 97 |
|