Janney Montgomery Scott’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.2M | Sell |
199,292
-87,565
| -31% | -$27.3M | 0.16% | 131 |
|
|
2025
Q1 | $150M | Sell |
286,857
-11,960
| -4% | -$6.26M | 0.43% | 45 |
|
|
2024
Q4 | $151M | Sell |
298,817
-15,881
| -5% | -$8.03M | 0.42% | 48 |
|
|
2024
Q3 | $184M | Sell |
314,698
-1,766
| -0.6% | -$1.03M | 0.51% | 36 |
|
|
2024
Q2 | $161M | Sell |
316,464
-6,307
| -2% | -$3.21M | 0.49% | 40 |
|
|
2024
Q1 | $160M | Sell |
322,771
-7,190
| -2% | -$3.56M | 0.47% | 39 |
|
|
2023
Q4 | $174M | Buy |
+329,961
| New | +$174M | 0.56% | 29 |
|
|
2023
Q3 | – | Sell |
-376,742
| Closed | -$181M | – | 2766 |
|
|
2023
Q2 | $181M | Buy |
376,742
+14,893
| +4% | +$7.16M | 0.63% | 26 |
|
|
2023
Q1 | $171M | Sell |
361,849
-2,058
| -0.6% | -$973K | 0.7% | 24 |
|
|
2022
Q4 | $193M | Buy |
363,907
+2,671
| +0.7% | +$1.42M | 0.75% | 20 |
|
|
2022
Q3 | $182M | Buy |
361,236
+8,959
| +3% | +$4.52M | 0.78% | 18 |
|
|
2022
Q2 | $180M | Sell |
352,277
-1,228
| -0.3% | -$626K | 0.81% | 15 |
|
|
2022
Q1 | $180M | Buy |
353,505
+8,934
| +3% | +$4.56M | 0.77% | 22 |
|
|
2021
Q4 | $173M | Buy |
344,571
+4,731
| +1% | +$2.38M | 0.67% | 24 |
|
|
2021
Q3 | $133M | Buy |
339,840
+11,476
| +3% | +$4.48M | 0.57% | 28 |
|
|
2021
Q2 | $131M | Buy |
328,364
+6,955
| +2% | +$2.79M | 0.58% | 27 |
|
|
2021
Q1 | $120M | Buy |
321,409
+14,443
| +5% | +$5.37M | 0.58% | 31 |
|
|
2020
Q4 | $108M | Buy |
306,966
+7,577
| +3% | +$2.66M | 0.52% | 35 |
|
|
2020
Q3 | $93.3M | Buy |
299,389
+10,331
| +4% | +$3.22M | 0.53% | 38 |
|
|
2020
Q2 | $85.3M | Buy |
289,058
+16,382
| +6% | +$4.83M | 0.54% | 39 |
|
|
2020
Q1 | $68M | Buy |
272,676
+5,824
| +2% | +$1.45M | 0.54% | 33 |
|
|
2019
Q4 | $78.4M | Sell |
266,852
-4,365
| -2% | -$1.28M | 0.52% | 39 |
|
|
2019
Q3 | $58.9M | Buy |
271,217
+16,705
| +7% | +$3.63M | 0.43% | 52 |
|
|
2019
Q2 | $62.1M | Buy |
254,512
+5,078
| +2% | +$1.24M | 0.48% | 46 |
|
|
2019
Q1 | $61.7M | Buy |
249,434
+26,245
| +12% | +$6.49M | 0.51% | 40 |
|
|
2018
Q4 | $55.6M | Buy |
223,189
+30,035
| +16% | +$7.48M | 0.54% | 36 |
|
|
2018
Q3 | $51.4M | Buy |
193,154
+6,897
| +4% | +$1.83M | 0.44% | 47 |
|
|
2018
Q2 | $45.7M | Buy |
186,257
+4,573
| +3% | +$1.12M | 0.44% | 50 |
|
|
2018
Q1 | $38.9M | Buy |
181,684
+21,076
| +13% | +$4.51M | 0.39% | 62 |
|
|
2017
Q4 | $35.4M | Buy |
160,608
+18,623
| +13% | +$4.11M | 0.37% | 70 |
|
|
2017
Q3 | $27.8M | Buy |
141,985
+10,835
| +8% | +$2.12M | 0.32% | 78 |
|
|
2017
Q2 | $24.3M | Buy |
131,150
+10,485
| +9% | +$1.94M | 0.3% | 76 |
|
|
2017
Q1 | $19.8M | Buy |
120,665
+19,552
| +19% | +$3.21M | 0.26% | 83 |
|
|
2016
Q4 | $16.2M | Buy |
101,113
+4,919
| +5% | +$787K | 0.24% | 91 |
|
|
2016
Q3 | $13.5M | Buy |
+96,194
| New | +$13.5M | 0.24% | 100 |
|
|
2016
Q2 | – | Sell |
-77,689
| Closed | -$10M | – | 1139 |
|
|
2016
Q1 | $10M | Buy |
77,689
+29,650
| +62% | +$3.82M | 0.26% | 92 |
|
|
2015
Q4 | $5.65M | Sell |
48,039
-1,125
| -2% | -$132K | 0.15% | 165 |
|
|
2015
Q3 | $5.7M | Buy |
49,164
+1,034
| +2% | +$120K | 0.16% | 153 |
|
|
2015
Q2 | $5.87M | Buy |
48,130
+4,384
| +10% | +$535K | 0.12% | 206 |
|
|
2015
Q1 | $5.18M | Buy |
43,746
+319
| +0.7% | +$37.7K | 0.1% | 260 |
|
|
2014
Q4 | $4.39M | Buy |
43,427
+5,134
| +13% | +$519K | 0.09% | 278 |
|
|
2014
Q3 | $3.3M | Buy |
38,293
+1,926
| +5% | +$166K | 0.07% | 361 |
|
|
2014
Q2 | $2.97M | Buy |
36,367
+860
| +2% | +$70.3K | 0.06% | 370 |
|
|
2014
Q1 | $2.91M | Buy |
35,507
+2,263
| +7% | +$186K | 0.07% | 349 |
|
|
2013
Q4 | $2.5M | Sell |
33,244
-62
| -0.2% | -$4.67K | 0.07% | 356 |
|
|
2013
Q3 | $2.39M | Buy |
33,306
+23,757
| +249% | +$1.7M | 0.07% | 332 |
|
|
2013
Q2 | $625K | Buy |
+9,549
| New | +$625K | 0.07% | 344 |
|