Investment House LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.43M | Buy |
30,236
+20,961
| +226% | +$6.54M | 0.48% | 57 |
|
|
2025
Q1 | $4.86M | Sell |
9,275
-100
| -1% | -$52.4K | 0.28% | 76 |
|
|
2024
Q4 | $4.74M | Sell |
9,375
-100
| -1% | -$50.6K | 0.26% | 76 |
|
|
2024
Q3 | $5.54M | Hold |
9,475
| – | – | 0.3% | 71 |
|
|
2024
Q2 | $4.83M | Sell |
9,475
-80
| -0.8% | -$40.7K | 0.28% | 74 |
|
|
2024
Q1 | $4.73M | Hold |
9,555
| – | – | 0.28% | 77 |
|
|
2023
Q4 | $5.03M | Hold |
9,555
| – | – | 0.36% | 69 |
|
|
2023
Q3 | $4.82M | Buy |
9,555
+15
| +0.2% | +$7.56K | 0.38% | 69 |
|
|
2023
Q2 | $4.59M | Hold |
9,540
| – | – | 0.34% | 70 |
|
|
2023
Q1 | $4.51M | Hold |
9,540
| – | – | 0.37% | 66 |
|
|
2022
Q4 | $5.06M | Sell |
9,540
-10
| -0.1% | -$5.3K | 0.47% | 60 |
|
|
2022
Q3 | $4.82M | Buy |
9,550
+10
| +0.1% | +$5.05K | 0.45% | 58 |
|
|
2022
Q2 | $4.9M | Buy |
9,540
+30
| +0.3% | +$15.4K | 0.43% | 59 |
|
|
2022
Q1 | $4.85M | Hold |
9,510
| – | – | 0.35% | 64 |
|
|
2021
Q4 | $4.78M | Hold |
9,510
| – | – | 0.31% | 65 |
|
|
2021
Q3 | $3.72M | Hold |
9,510
| – | – | 0.27% | 69 |
|
|
2021
Q2 | $3.81M | Hold |
9,510
| – | – | 0.27% | 69 |
|
|
2021
Q1 | $3.54M | Sell |
9,510
-280
| -3% | -$104K | 0.27% | 72 |
|
|
2020
Q4 | $3.43M | Hold |
9,790
| – | – | 0.24% | 78 |
|
|
2020
Q3 | $3.05M | Buy |
9,790
+60
| +0.6% | +$18.7K | 0.24% | 74 |
|
|
2020
Q2 | $2.87M | Hold |
9,730
| – | – | 0.25% | 75 |
|
|
2020
Q1 | $2.43M | Sell |
9,730
-225
| -2% | -$56.1K | 0.28% | 74 |
|
|
2019
Q4 | $2.93M | Hold |
9,955
| – | – | 0.27% | 77 |
|
|
2019
Q3 | $2.16M | Hold |
9,955
| – | – | 0.22% | 86 |
|
|
2019
Q2 | $2.43M | Hold |
9,955
| – | – | 0.25% | 80 |
|
|
2019
Q1 | $2.46M | Hold |
9,955
| – | – | 0.27% | 77 |
|
|
2018
Q4 | $2.48M | Hold |
9,955
| – | – | 0.31% | 76 |
|
|
2018
Q3 | $2.65M | Hold |
9,955
| – | – | 0.28% | 77 |
|
|
2018
Q2 | $2.44M | Hold |
9,955
| – | – | 0.28% | 81 |
|
|
2018
Q1 | $2.13M | Sell |
9,955
-40
| -0.4% | -$8.56K | 0.26% | 85 |
|
|
2017
Q4 | $2.2M | Hold |
9,995
| – | – | 0.27% | 87 |
|
|
2017
Q3 | $1.96M | Buy |
9,995
+50
| +0.5% | +$9.8K | 0.26% | 88 |
|
|
2017
Q2 | $1.84M | Hold |
9,945
| – | – | 0.25% | 90 |
|
|
2017
Q1 | $1.63M | Hold |
9,945
| – | – | 0.23% | 92 |
|
|
2016
Q4 | $1.59M | Hold |
9,945
| – | – | 0.24% | 92 |
|
|
2016
Q3 | $1.39M | Sell |
9,945
-30
| -0.3% | -$4.2K | 0.21% | 97 |
|
|
2016
Q2 | $1.41M | Hold |
9,975
| – | – | 0.23% | 92 |
|
|
2016
Q1 | $1.29M | Hold |
9,975
| – | – | 0.2% | 97 |
|
|
2015
Q4 | $1.17M | Buy |
9,975
+50
| +0.5% | +$5.88K | 0.19% | 97 |
|
|
2015
Q3 | $1.15M | Hold |
9,925
| – | – | 0.2% | 98 |
|
|
2015
Q2 | $1.21M | Sell |
9,925
-600
| -6% | -$73.1K | 0.19% | 98 |
|
|
2015
Q1 | $1.25M | Hold |
10,525
| – | – | 0.2% | 95 |
|
|
2014
Q4 | $1.06M | Buy |
10,525
+75
| +0.7% | +$7.58K | 0.17% | 101 |
|
|
2014
Q3 | $901K | Buy |
10,450
+200
| +2% | +$17.2K | 0.15% | 105 |
|
|
2014
Q2 | $838K | Buy |
10,250
+200
| +2% | +$16.4K | 0.14% | 103 |
|
|
2014
Q1 | $823K | Hold |
10,050
| – | – | 0.15% | 105 |
|
|
2013
Q4 | $757K | Hold |
10,050
| – | – | 0.14% | 107 |
|
|
2013
Q3 | $720K | Sell |
10,050
-400
| -4% | -$28.7K | 0.15% | 97 |
|
|
2013
Q2 | $684K | Buy |
+10,450
| New | +$684K | 0.15% | 96 |
|