JIR
James Investment Research’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
1,627
-16,528
| -91% | -$5.16M | 0.06% | 215 |
|
|
2025
Q1 | $9.51M | Sell |
18,155
-251
| -1% | -$131K | 1.21% | 19 |
|
|
2024
Q4 | $9.31M | Sell |
18,406
-561
| -3% | -$284K | 1.11% | 20 |
|
|
2024
Q3 | $11.1M | Sell |
18,967
-374
| -2% | -$219K | 1.28% | 16 |
|
|
2024
Q2 | $9.85M | Sell |
19,341
-2,835
| -13% | -$1.44M | 1.17% | 19 |
|
|
2024
Q1 | $11M | Sell |
22,176
-3,813
| -15% | -$1.89M | 1.3% | 18 |
|
|
2023
Q4 | $13.7M | Sell |
25,989
-1,129
| -4% | -$594K | 1.72% | 7 |
|
|
2023
Q3 | $13.7M | Sell |
27,118
-2,094
| -7% | -$1.06M | 1.8% | 6 |
|
|
2023
Q2 | $14M | Sell |
29,212
-1,018
| -3% | -$489K | 1.79% | 6 |
|
|
2023
Q1 | $14.3M | Buy |
30,230
+202
| +0.7% | +$95.5K | 1.89% | 6 |
|
|
2022
Q4 | $15.9M | Sell |
30,028
-1,565
| -5% | -$830K | 2.23% | 5 |
|
|
2022
Q3 | $16M | Sell |
31,593
-3,078
| -9% | -$1.55M | 2.28% | 7 |
|
|
2022
Q2 | $17.8M | Sell |
34,671
-950
| -3% | -$488K | 2.38% | 6 |
|
|
2022
Q1 | $18.2M | Sell |
35,621
-837
| -2% | -$427K | 1.91% | 7 |
|
|
2021
Q4 | $18.3M | Sell |
36,458
-1,511
| -4% | -$759K | 1.68% | 8 |
|
|
2021
Q3 | $14.8M | Sell |
37,969
-506
| -1% | -$198K | 1.38% | 14 |
|
|
2021
Q2 | $15.4M | Buy |
38,475
+7,080
| +23% | +$2.84M | 1.32% | 15 |
|
|
2021
Q1 | $11.7M | Sell |
31,395
-13,312
| -30% | -$4.95M | 1.06% | 25 |
|
|
2020
Q4 | $15.7M | Buy |
44,707
+13,433
| +43% | +$4.71M | 1.41% | 13 |
|
|
2020
Q3 | $9.75M | Buy |
31,274
+4,959
| +19% | +$1.55M | 0.9% | 33 |
|
|
2020
Q2 | $7.76M | Sell |
26,315
-239
| -0.9% | -$70.5K | 0.72% | 43 |
|
|
2020
Q1 | $6.62M | Sell |
26,554
-2,643
| -9% | -$659K | 0.69% | 49 |
|
|
2019
Q4 | $8.58M | Buy |
29,197
+3,336
| +13% | +$981K | 0.6% | 51 |
|
|
2019
Q3 | $5.62M | Sell |
25,861
-6,504
| -20% | -$1.41M | 0.41% | 76 |
|
|
2019
Q2 | $7.9M | Sell |
32,365
-21,471
| -40% | -$5.24M | 0.57% | 52 |
|
|
2019
Q1 | $13.3M | Buy |
53,836
+6,024
| +13% | +$1.49M | 0.87% | 30 |
|
|
2018
Q4 | $11.9M | Buy |
47,812
+27,933
| +141% | +$6.96M | 0.74% | 31 |
|
|
2018
Q3 | $5.29M | Sell |
19,879
-1,343
| -6% | -$357K | 0.22% | 96 |
|
|
2018
Q2 | $5.21M | Sell |
21,222
-154
| -0.7% | -$37.8K | 0.2% | 107 |
|
|
2018
Q1 | $4.58M | Sell |
21,376
-2,898
| -12% | -$620K | 0.17% | 127 |
|
|
2017
Q4 | $5.35M | Sell |
24,274
-10,884
| -31% | -$2.4M | 0.18% | 110 |
|
|
2017
Q3 | $6.89M | Sell |
35,158
-13,734
| -28% | -$2.69M | 0.23% | 94 |
|
|
2017
Q2 | $9.07M | Buy |
48,892
+4,852
| +11% | +$900K | 0.28% | 100 |
|
|
2017
Q1 | $7.22M | Sell |
44,040
-3,872
| -8% | -$635K | 0.2% | 124 |
|
|
2016
Q4 | $7.67M | Buy |
47,912
+19,902
| +71% | +$3.19M | 0.2% | 143 |
|
|
2016
Q3 | $3.92M | Sell |
28,010
-241,417
| -90% | -$33.8M | 0.1% | 166 |
|
|
2016
Q2 | $38M | Sell |
269,427
-246,404
| -48% | -$34.8M | 0.96% | 30 |
|
|
2016
Q1 | $66.5M | Buy |
515,831
+79,819
| +18% | +$10.3M | 1.62% | 16 |
|
|
2015
Q4 | $51.3M | Buy |
436,012
+51,994
| +14% | +$6.12M | 1.27% | 24 |
|
|
2015
Q3 | $44.5M | Buy |
384,018
+10,775
| +3% | +$1.25M | 1.19% | 27 |
|
|
2015
Q2 | $45.5M | Buy |
373,243
+27,132
| +8% | +$3.31M | 1.06% | 31 |
|
|
2015
Q1 | $40.9M | Buy |
346,111
+43,207
| +14% | +$5.11M | 0.97% | 32 |
|
|
2014
Q4 | $30.6M | Buy |
302,904
+62,622
| +26% | +$6.33M | 0.84% | 37 |
|
|
2014
Q3 | $20.7M | Buy |
240,282
+269
| +0.1% | +$23.2K | 0.65% | 49 |
|
|
2014
Q2 | $19.6M | Sell |
240,013
-37,665
| -14% | -$3.08M | 0.62% | 56 |
|
|
2014
Q1 | $22.8M | Sell |
277,678
-63,283
| -19% | -$5.19M | 0.73% | 44 |
|
|
2013
Q4 | $25.7M | Sell |
340,961
-114,881
| -25% | -$8.65M | 0.81% | 42 |
|
|
2013
Q3 | $32.6M | Buy |
455,842
+5,937
| +1% | +$425K | 1.24% | 21 |
|
|
2013
Q2 | $29.5M | Buy |
+449,905
| New | +$29.5M | 1.21% | 23 |
|