Ironwood Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Buy |
3,001
+126
| +4% | +$39.3K | 0.14% | 124 |
|
|
2025
Q1 | $1.51M | Sell |
2,875
-69
| -2% | -$36.1K | 0.26% | 91 |
|
|
2024
Q4 | $1.49M | Sell |
2,944
-40
| -1% | -$20.2K | 0.25% | 90 |
|
|
2024
Q3 | $1.75M | Sell |
2,984
-337
| -10% | -$197K | 0.29% | 81 |
|
|
2024
Q2 | $1.69M | Sell |
3,321
-167
| -5% | -$85.1K | 0.3% | 79 |
|
|
2024
Q1 | $1.73M | Buy |
3,488
+349
| +11% | +$173K | 0.3% | 83 |
|
|
2023
Q4 | $1.65M | Sell |
3,139
-119
| -4% | -$62.7K | 0.31% | 80 |
|
|
2023
Q3 | $1.64M | Buy |
3,258
+725
| +29% | +$366K | 0.35% | 76 |
|
|
2023
Q2 | $1.22M | Sell |
2,533
-131
| -5% | -$63K | 0.27% | 83 |
|
|
2023
Q1 | $1.26M | Buy |
2,664
+142
| +6% | +$67.1K | 0.3% | 81 |
|
|
2022
Q4 | $1.34M | Sell |
2,522
-150
| -6% | -$79.5K | 0.32% | 81 |
|
|
2022
Q3 | $1.35M | Buy |
2,672
+592
| +28% | +$299K | 0.39% | 71 |
|
|
2022
Q2 | $1.07M | Sell |
2,080
-14
| -0.7% | -$7.19K | 0.3% | 84 |
|
|
2022
Q1 | $1.07M | Sell |
2,094
-165
| -7% | -$84.2K | 0.26% | 82 |
|
|
2021
Q4 | $1.13M | Buy |
2,259
+150
| +7% | +$75.3K | 0.26% | 85 |
|
|
2021
Q3 | $824K | Buy |
2,109
+129
| +7% | +$50.4K | 0.21% | 87 |
|
|
2021
Q2 | $792K | Buy |
1,980
+2
| +0.1% | +$800 | 0.21% | 89 |
|
|
2021
Q1 | $736K | Sell |
1,978
-220
| -10% | -$81.9K | 0.21% | 92 |
|
|
2020
Q4 | $770K | Buy |
2,198
+107
| +5% | +$37.5K | 0.17% | 103 |
|
|
2020
Q3 | $652K | Buy |
2,091
+10
| +0.5% | +$3.12K | 0.18% | 103 |
|
|
2020
Q2 | $613K | Buy |
2,081
+614
| +42% | +$181K | 0.19% | 103 |
|
|
2020
Q1 | $365K | Buy |
1,467
+78
| +6% | +$19.4K | 0.14% | 112 |
|
|
2019
Q4 | $408K | Buy |
1,389
+55
| +4% | +$16.2K | 0.14% | 107 |
|
|
2019
Q3 | $289K | Sell |
1,334
-262
| -16% | -$56.8K | 0.11% | 126 |
|
|
2019
Q2 | $389K | Sell |
1,596
-87
| -5% | -$21.2K | 0.15% | 102 |
|
|
2019
Q1 | $416K | Buy |
1,683
+16
| +1% | +$3.96K | 0.16% | 100 |
|
|
2018
Q4 | $415K | Buy |
1,667
+182
| +12% | +$45.3K | 0.18% | 96 |
|
|
2018
Q3 | $395K | Sell |
1,485
-62
| -4% | -$16.5K | 0.15% | 107 |
|
|
2018
Q2 | $379K | Sell |
1,547
-140
| -8% | -$34.3K | 0.17% | 101 |
|
|
2018
Q1 | $361K | Sell |
1,687
-10
| -0.6% | -$2.14K | 0.16% | 96 |
|
|
2017
Q4 | $374K | Buy |
1,697
+21
| +1% | +$4.63K | 0.14% | 107 |
|
|
2017
Q3 | $328K | Buy |
+1,676
| New | +$328K | 0.13% | 114 |
|