Intrua Financial’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 | $453K | Sell |
1,675
-359
| -18% | -$107K | 0.05% | 281 |
|
|
2025
Q4 | $672K | Sell |
2,034
-128
| -6% | -$43.4K | 0.07% | 202 |
|
|
2025
Q3 | $747K | Sell |
2,162
-477
| -18% | -$144K | 0.09% | 189 |
|
|
2025
Q2 | $823K | Buy |
2,639
+622
| +31% | +$238K | 0.12% | 138 |
|
|
2025
Q1 | $1.06M | Sell |
2,017
-559
| -22% | -$286K | 0.17% | 102 |
|
|
2024
Q4 | $1.3M | Sell |
2,576
-129
| -5% | -$73.3K | 0.21% | 87 |
|
|
2024
Q3 | $1.58M | Sell |
2,705
-716
| -21% | -$405K | 0.26% | 79 |
|
|
2024
Q2 | $1.74M | Buy |
3,421
+556
| +19% | +$273K | 0.28% | 77 |
|
|
2024
Q1 | $1.42M | Sell |
2,865
-271
| -9% | -$138K | 0.22% | 103 |
|
|
2023
Q4 | $1.65M | Buy |
3,136
+240
| +8% | +$128K | 0.26% | 93 |
|
|
2023
Q3 | $1.46M | Sell |
2,896
-233
| -7% | -$115K | 0.26% | 90 |
|
|
2023
Q2 | $1.5M | Sell |
3,129
-51
| -2% | -$24.9K | 0.27% | 94 |
|
|
2023
Q1 | $1.56M | Buy |
3,180
+27
| +0.9% | +$13K | 0.33% | 77 |
|
|
2022
Q4 | $1.53M | Buy |
3,153
+680
| +27% | +$360K | 0.36% | 69 |
|
|
2022
Q3 | $1.25M | Sell |
2,473
-1,576
| -39% | -$829K | 0.33% | 65 |
|
|
2022
Q2 | $2.08M | Buy |
4,049
+13
| +0.3% | +$6.53K | 0.44% | 49 |
|
|
2022
Q1 | $2.06M | Sell |
4,036
-56
| -1% | -$27K | 0.37% | 54 |
|
|
2021
Q4 | $2.06M | Sell |
4,092
-144
| -3% | -$65.2K | 0.36% | 56 |
|
|
2021
Q3 | $1.92M | Buy |
4,236
+464
| +12% | +$192K | 0.35% | 58 |
|
|
2021
Q2 | $1.54M | Buy |
3,772
+65
| +2% | +$25.9K | 0.37% | 60 |
|
|
2021
Q1 | $1.46M | Buy |
3,707
+586
| +19% | +$203K | 0.37% | 58 |
|
|
2020
Q4 | $1.09M | Buy |
3,121
+100
| +3% | +$33.5K | 0.49% | 41 |
|
|
2020
Q3 | $1.07M | Sell |
3,021
-255
| -8% | -$78.3K | 0.53% | 37 |
|
|
2020
Q2 | $1.05M | Buy |
+3,276
| New | +$939K | 0.4% | 55 |
|
Other funds holding UNH
VCM
VPM
