Investment Research & Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68K | Sell |
15
-6,418
| -100% | -$2M | ﹤0.01% | 196 |
|
|
2025
Q1 | $3.37M | Buy |
6,433
+127
| +2% | +$66.5K | 1.41% | 22 |
|
|
2024
Q4 | $3.19M | Sell |
6,306
-18
| -0.3% | -$9.11K | 1.32% | 23 |
|
|
2024
Q3 | $3.7M | Buy |
6,324
+108
| +2% | +$63.1K | 1.56% | 20 |
|
|
2024
Q2 | $3.17M | Buy |
6,216
+49
| +0.8% | +$25K | 1.4% | 20 |
|
|
2024
Q1 | $3.05M | Buy |
6,167
+109
| +2% | +$53.9K | 1.4% | 22 |
|
|
2023
Q4 | $3.19M | Buy |
6,058
+40
| +0.7% | +$21.1K | 1.63% | 16 |
|
|
2023
Q3 | $3.03M | Buy |
6,018
+31
| +0.5% | +$15.6K | 1.72% | 14 |
|
|
2023
Q2 | $2.88M | Sell |
5,987
-380
| -6% | -$183K | 1.67% | 15 |
|
|
2023
Q1 | $3.01M | Sell |
6,367
-12
| -0.2% | -$5.67K | 1.93% | 12 |
|
|
2022
Q4 | $3.38M | Sell |
6,379
-18
| -0.3% | -$9.54K | 2.22% | 13 |
|
|
2022
Q3 | $3.23M | Buy |
6,397
+39
| +0.6% | +$19.7K | 2.42% | 9 |
|
|
2022
Q2 | $3.27M | Buy |
6,358
+283
| +5% | +$145K | 2.36% | 10 |
|
|
2022
Q1 | $3.1M | Sell |
6,075
-150
| -2% | -$76.5K | 1.94% | 12 |
|
|
2021
Q4 | $3.13M | Sell |
6,225
-18
| -0.3% | -$9.04K | 1.9% | 15 |
|
|
2021
Q3 | $2.45M | Buy |
6,243
+4
| +0.1% | +$1.57K | 1.61% | 18 |
|
|
2021
Q2 | $2.5M | Buy |
6,239
+32
| +0.5% | +$12.8K | 1.65% | 17 |
|
|
2021
Q1 | $2.31M | Buy |
6,207
+18
| +0.3% | +$6.7K | 1.7% | 18 |
|
|
2020
Q4 | $2.17M | Buy |
6,189
+115
| +2% | +$40.3K | 1.61% | 20 |
|
|
2020
Q3 | $1.89M | Sell |
6,074
-197
| -3% | -$61.4K | 1.57% | 17 |
|
|
2020
Q2 | $1.83M | Buy |
6,271
+2,309
| +58% | +$674K | 1.64% | 18 |
|
|
2020
Q1 | $988K | Buy |
3,962
+10
| +0.3% | +$2.49K | 0.92% | 22 |
|
|
2019
Q4 | $1.16M | Buy |
+3,952
| New | +$1.16M | 1.07% | 22 |
|