Intellectus Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $911K | Sell |
3,367
-14
| -0.4% | -$4.17K | 0.19% | 139 |
|
|
2025
Q4 | $1.12M | Buy |
3,381
+1,238
| +58% | +$420K | 0.22% | 119 |
|
|
2025
Q3 | $740K | Buy |
+2,143
| New | +$648K | 0.14% | 167 |
|
|
2025
Q2 | – | Sell |
-2,566
| Closed | -$1.34M | – | 293 |
|
|
2025
Q1 | $1.34M | Buy |
2,566
+301
| +13% | +$154K | 0.33% | 87 |
|
|
2024
Q4 | $1.15M | Buy |
2,265
+704
| +45% | +$400K | 0.25% | 103 |
|
|
2024
Q3 | $913K | Sell |
1,561
-1,952
| -56% | -$1.1M | 0.23% | 129 |
|
|
2024
Q2 | $1.79M | Buy |
3,513
+276
| +9% | +$135K | 0.49% | 58 |
|
|
2024
Q1 | $1.6M | Buy |
3,237
+1,543
| +91% | +$784K | 0.42% | 69 |
|
|
2023
Q4 | $892K | Sell |
1,694
-21
| -1% | -$11.2K | 0.26% | 109 |
|
|
2023
Q3 | $864K | Sell |
1,715
-27
| -2% | -$13.3K | 0.27% | 108 |
|
|
2023
Q2 | $837K | Hold |
1,742
| – | – | 0.25% | 121 |
|
|
2023
Q1 | $823K | Sell |
1,742
-5
| -0.3% | -$2.41K | 0.26% | 112 |
|
|
2022
Q4 | $926K | Buy |
1,747
+32
| +2% | +$17K | 0.32% | 94 |
|
|
2022
Q3 | $866K | Buy |
1,715
+96
| +6% | +$50.5K | 0.31% | 91 |
|
|
2022
Q2 | $832K | Sell |
1,619
-511
| -24% | -$257K | 0.29% | 98 |
|
|
2022
Q1 | $1.09M | Sell |
2,130
-130
| -6% | -$62.7K | 0.32% | 80 |
|
|
2021
Q4 | $1.14M | Sell |
2,260
-64
| -3% | -$29K | 0.29% | 92 |
|
|
2021
Q3 | $908K | Sell |
2,324
-252
| -10% | -$104K | 0.22% | 126 |
|
|
2021
Q2 | $1.03M | Sell |
2,576
-69
| -3% | -$27.5K | 0.23% | 117 |
|
|
2021
Q1 | $984K | Buy |
2,645
+52
| +2% | +$18K | 0.27% | 118 |
|
|
2020
Q4 | $909K | Buy |
2,593
+273
| +12% | +$91.5K | 0.27% | 112 |
|
|
2020
Q3 | $723K | Buy |
+2,320
| New | +$713K | 0.27% | 108 |
|
|
2020
Q1 | – | Sell |
-2,794
| Closed | -$821K | – | 212 |
|
|
2019
Q4 | $821K | Buy |
2,794
+83
| +3% | +$21.7K | 0.33% | 99 |
|
|
2019
Q3 | $589K | Buy |
2,711
+615
| +29% | +$148K | 0.26% | 123 |
|
|
2019
Q2 | $512K | Buy |
2,096
+109
| +5% | +$26.2K | 0.22% | 130 |
|
|
2019
Q1 | $491K | Buy |
1,987
+1,945
| +4,631% | +$496K | 0.21% | 123 |
|
|
2018
Q4 | $10K | Hold |
42
| – | – | 0.01% | 199 |
|
|
2018
Q3 | $11K | Hold |
42
| – | – | ﹤0.01% | 468 |
|
|
2018
Q2 | $10K | Sell |
42
-660
| -94% | -$158K | ﹤0.01% | 477 |
|
|
2018
Q1 | $151K | Hold |
702
| – | – | 0.05% | 250 |
|
|
2017
Q4 | $155K | Sell |
702
-116
| -14% | -$24.6K | 0.06% | 240 |
|
|
2017
Q3 | $160K | Hold |
818
| – | – | 0.07% | 251 |
|
|
2017
Q2 | $152K | Buy |
818
+126
| +18% | +$22.1K | 0.07% | 230 |
|
|
2017
Q1 | $113K | Hold |
692
| – | – | 0.06% | 230 |
|
|
2016
Q4 | $111K | Buy |
+692
| New | +$103K | 0.06% | 222 |
|
Other funds holding UNH
VCM
VPM
