Kovack Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.21M | Buy |
23,119
+12,301
| +114% | +$3.84M | 0.71% | 26 |
|
|
2025
Q1 | $5.67M | Buy |
10,818
+542
| +5% | +$284K | 0.6% | 32 |
|
|
2024
Q4 | $5.2M | Buy |
10,276
+3,581
| +53% | +$1.81M | 0.51% | 38 |
|
|
2024
Q3 | $3.91M | Sell |
6,695
-77
| -1% | -$45K | 0.41% | 47 |
|
|
2024
Q2 | $3.45M | Buy |
6,772
+289
| +4% | +$147K | 0.38% | 48 |
|
|
2024
Q1 | $3.21M | Buy |
6,483
+1,703
| +36% | +$842K | 0.39% | 52 |
|
|
2023
Q4 | $2.52M | Sell |
4,780
-171
| -3% | -$90K | 0.3% | 70 |
|
|
2023
Q3 | $2.5M | Sell |
4,951
-179
| -3% | -$90.2K | 0.35% | 57 |
|
|
2023
Q2 | $2.47M | Buy |
5,130
+10
| +0.2% | +$4.81K | 0.32% | 61 |
|
|
2023
Q1 | $2.42M | Sell |
5,120
-932
| -15% | -$440K | 0.33% | 61 |
|
|
2022
Q4 | $3.21M | Buy |
6,052
+1,525
| +34% | +$809K | 0.47% | 38 |
|
|
2022
Q3 | $2.29M | Sell |
4,527
-1,502
| -25% | -$758K | 0.34% | 59 |
|
|
2022
Q2 | $3.1M | Sell |
6,029
-1,693
| -22% | -$870K | 0.41% | 53 |
|
|
2022
Q1 | $3.94M | Buy |
7,722
+337
| +5% | +$172K | 0.4% | 43 |
|
|
2021
Q4 | $3.71M | Sell |
7,385
-40
| -0.5% | -$20.1K | 0.36% | 55 |
|
|
2021
Q3 | $2.9M | Buy |
7,425
+1,796
| +32% | +$702K | 0.32% | 79 |
|
|
2021
Q2 | $2.25M | Buy |
5,629
+214
| +4% | +$85.7K | 0.26% | 100 |
|
|
2021
Q1 | $2.02M | Buy |
5,415
+213
| +4% | +$79.3K | 0.26% | 100 |
|
|
2020
Q4 | $1.82M | Buy |
5,202
+878
| +20% | +$308K | 0.26% | 103 |
|
|
2020
Q3 | $1.35M | Buy |
4,324
+161
| +4% | +$50.2K | 0.24% | 105 |
|
|
2020
Q2 | $1.23M | Sell |
4,163
-722
| -15% | -$213K | 0.24% | 107 |
|
|
2020
Q1 | $1.22M | Buy |
4,885
+377
| +8% | +$94K | 0.28% | 90 |
|
|
2019
Q4 | $1.33M | Sell |
4,508
-36
| -0.8% | -$10.6K | 0.24% | 102 |
|
|
2019
Q3 | $988K | Buy |
4,544
+441
| +11% | +$95.9K | 0.2% | 128 |
|
|
2019
Q2 | $1M | Buy |
4,103
+422
| +11% | +$103K | 0.23% | 110 |
|
|
2019
Q1 | $910K | Buy |
3,681
+440
| +14% | +$109K | 0.23% | 117 |
|
|
2018
Q4 | $807K | Sell |
3,241
-877
| -21% | -$218K | 0.24% | 101 |
|
|
2018
Q3 | $1.1M | Sell |
4,118
-1,642
| -29% | -$437K | 0.28% | 92 |
|
|
2018
Q2 | $1.41M | Buy |
5,760
+809
| +16% | +$198K | 0.39% | 54 |
|
|
2018
Q1 | $1.06M | Sell |
4,951
-644
| -12% | -$138K | 0.27% | 86 |
|
|
2017
Q4 | $1.23M | Buy |
5,595
+2,715
| +94% | +$598K | 0.31% | 69 |
|
|
2017
Q3 | $564K | Sell |
2,880
-1,751
| -38% | -$343K | 0.19% | 132 |
|
|
2017
Q2 | $859K | Buy |
4,631
+866
| +23% | +$161K | 0.27% | 83 |
|
|
2017
Q1 | $618K | Buy |
3,765
+345
| +10% | +$56.6K | 0.24% | 101 |
|
|
2016
Q4 | $547K | Buy |
3,420
+1,766
| +107% | +$282K | 0.26% | 91 |
|
|
2016
Q3 | $232K | Buy |
1,654
+39
| +2% | +$5.47K | 0.11% | 206 |
|
|
2016
Q2 | $228K | Buy |
+1,615
| New | +$228K | 0.12% | 207 |
|
|
2015
Q3 | – | Sell |
-3,643
| Closed | -$444K | – | 223 |
|
|
2015
Q2 | $444K | Buy |
3,643
+498
| +16% | +$60.7K | 0.31% | 75 |
|
|
2015
Q1 | $372K | Buy |
+3,145
| New | +$372K | 0.31% | 84 |
|