Koshinski Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
10,825
+1,546
| +17% | +$482K | 0.25% | 87 |
|
|
2025
Q1 | $4.86M | Buy |
9,279
+383
| +4% | +$201K | 0.41% | 48 |
|
|
2024
Q4 | $4.5B | Buy |
8,896
+23
| +0.3% | +$11.6M | 0.39% | 48 |
|
|
2024
Q3 | $5.19M | Sell |
8,873
-227
| -2% | -$133K | 0.45% | 42 |
|
|
2024
Q2 | $4.48M | Buy |
9,100
+392
| +5% | +$193K | 0.42% | 49 |
|
|
2024
Q1 | $4.31M | Buy |
8,708
+2,883
| +49% | +$1.43M | 0.44% | 47 |
|
|
2023
Q4 | $3.07M | Sell |
5,825
-3,104
| -35% | -$1.63M | 0.47% | 46 |
|
|
2023
Q3 | $4.5M | Sell |
8,929
-636
| -7% | -$321K | 0.52% | 33 |
|
|
2023
Q2 | $4.6M | Sell |
9,565
-3,729
| -28% | -$1.79M | 0.49% | 37 |
|
|
2023
Q1 | $6.28M | Buy |
13,294
+507
| +4% | +$240K | 0.61% | 30 |
|
|
2022
Q4 | $6.78M | Buy |
12,787
+457
| +4% | +$242K | 0.66% | 28 |
|
|
2022
Q3 | $6.23M | Sell |
12,330
-1,764
| -13% | -$891K | 0.74% | 21 |
|
|
2022
Q2 | $7.24M | Buy |
14,094
+479
| +4% | +$246K | 0.72% | 21 |
|
|
2022
Q1 | $6.94M | Buy |
13,615
+397
| +3% | +$202K | 0.57% | 30 |
|
|
2021
Q4 | $6.64M | Sell |
13,218
-373
| -3% | -$187K | 0.54% | 34 |
|
|
2021
Q3 | $5.31M | Buy |
13,591
+4,347
| +47% | +$1.7M | 0.46% | 37 |
|
|
2021
Q2 | $3.7M | Sell |
9,244
-977
| -10% | -$391K | 0.47% | 45 |
|
|
2021
Q1 | $3.8M | Buy |
10,221
+907
| +10% | +$337K | 0.4% | 59 |
|
|
2020
Q4 | $3.27M | Buy |
9,314
+38
| +0.4% | +$13.3K | 0.41% | 54 |
|
|
2020
Q3 | $3.06K | Buy |
9,276
+697
| +8% | +$230 | 0.41% | 54 |
|
|
2020
Q2 | $2.53M | Buy |
8,579
+359
| +4% | +$106K | 0.41% | 58 |
|
|
2020
Q1 | $2.05M | Buy |
8,220
+68
| +0.8% | +$17K | 0.43% | 59 |
|
|
2019
Q4 | $2.4M | Buy |
+8,152
| New | +$2.4M | 0.41% | 56 |
|
|
2019
Q3 | – | Sell |
-5,124
| Closed | -$1.25M | – | 265 |
|
|
2019
Q2 | $1.25M | Sell |
5,124
-936
| -15% | -$228K | 0.51% | 55 |
|
|
2019
Q1 | $1.5K | Sell |
6,060
-8,628
| -59% | -$2.13K | 0.4% | 69 |
|
|
2018
Q4 | $3.66M | Sell |
14,688
-12,474
| -46% | -$3.11M | 0.9% | 15 |
|
|
2018
Q3 | $7.23M | Buy |
27,162
+13,416
| +98% | +$3.57M | 1.03% | 7 |
|
|
2018
Q2 | $3.37M | Buy |
13,746
+23
| +0.2% | +$5.64K | 1.03% | 9 |
|
|
2018
Q1 | $2.94M | Buy |
13,723
+868
| +7% | +$186K | 0.91% | 11 |
|
|
2017
Q4 | $2.83M | Buy |
12,855
+1,210
| +10% | +$267K | 0.71% | 23 |
|
|
2017
Q3 | $2.28M | Buy |
11,645
+4,846
| +71% | +$949K | 0.75% | 21 |
|
|
2017
Q2 | $1.26M | Buy |
6,799
+1,738
| +34% | +$322K | 0.46% | 65 |
|
|
2017
Q1 | $830K | Sell |
5,061
-174
| -3% | -$28.5K | 0.33% | 95 |
|
|
2016
Q4 | $838K | Sell |
5,235
-330
| -6% | -$52.8K | 0.42% | 76 |
|
|
2016
Q3 | $779K | Sell |
5,565
-251
| -4% | -$35.1K | 0.39% | 89 |
|
|
2016
Q2 | $821K | Sell |
5,816
-41
| -0.7% | -$5.79K | 0.45% | 74 |
|
|
2016
Q1 | $755K | Sell |
5,857
-132
| -2% | -$17K | 0.49% | 71 |
|
|
2015
Q4 | $705K | Buy |
5,989
+700
| +13% | +$82.4K | 0.49% | 63 |
|
|
2015
Q3 | $645K | Buy |
5,289
+350
| +7% | +$42.7K | 0.41% | 71 |
|
|
2015
Q2 | $603K | Buy |
4,939
+184
| +4% | +$22.5K | 0.38% | 76 |
|
|
2015
Q1 | $562K | Buy |
4,755
+510
| +12% | +$60.3K | 0.36% | 76 |
|
|
2014
Q4 | $429K | Buy |
+4,245
| New | +$429K | 0.24% | 114 |
|