Investors Research Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
1,195
+1,150
| +2,556% | +$359K | 0.07% | 231 |
|
|
2025
Q1 | $23.6K | Buy |
45
+38
| +543% | +$19.9K | 0.01% | 561 |
|
|
2024
Q4 | $3.54K | Buy |
+7
| New | +$3.54K | ﹤0.01% | 806 |
|
|
2024
Q3 | – | Sell |
-89
| Closed | -$45.3K | – | 1055 |
|
|
2024
Q2 | $45.3K | Hold |
89
| – | – | 0.01% | 508 |
|
|
2024
Q1 | $44K | Hold |
89
| – | – | 0.01% | 517 |
|
|
2023
Q4 | $46.9K | Buy |
89
+11
| +14% | +$5.79K | 0.01% | 518 |
|
|
2023
Q3 | $39.3K | Buy |
78
+7
| +10% | +$3.53K | 0.01% | 547 |
|
|
2023
Q2 | $34.1K | Hold |
71
| – | – | 0.01% | 574 |
|
|
2023
Q1 | $33.6K | Hold |
71
| – | – | 0.01% | 586 |
|
|
2022
Q4 | $37.6K | Buy |
71
+24
| +51% | +$12.7K | 0.01% | 556 |
|
|
2022
Q3 | $24K | Buy |
47
+7
| +18% | +$3.57K | 0.01% | 620 |
|
|
2022
Q2 | $21K | Sell |
40
-55
| -58% | -$28.9K | 0.01% | 655 |
|
|
2022
Q1 | $48K | Sell |
95
-39
| -29% | -$19.7K | 0.01% | 531 |
|
|
2021
Q4 | $67K | Hold |
134
| – | – | 0.02% | 483 |
|
|
2021
Q3 | $52K | Hold |
134
| – | – | 0.02% | 515 |
|
|
2021
Q2 | $54K | Buy |
134
+18
| +16% | +$7.25K | 0.02% | 511 |
|
|
2021
Q1 | $43K | Sell |
116
-450
| -80% | -$167K | 0.02% | 544 |
|
|
2020
Q4 | $198K | Hold |
566
| – | – | 0.08% | 302 |
|
|
2020
Q3 | $176K | Hold |
566
| – | – | 0.09% | 303 |
|
|
2020
Q2 | $167K | Hold |
566
| – | – | 0.08% | 285 |
|
|
2020
Q1 | $141K | Buy |
566
+4
| +0.7% | +$996 | 0.09% | 281 |
|
|
2019
Q4 | $165K | Hold |
562
| – | – | 0.08% | 313 |
|
|
2019
Q3 | $122K | Buy |
562
+81
| +17% | +$17.6K | 0.06% | 355 |
|
|
2019
Q2 | $117K | Hold |
481
| – | – | 0.06% | 348 |
|
|
2019
Q1 | $119K | Buy |
+481
| New | +$119K | 0.06% | 351 |
|