Kovitz Investment Group Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.9M | Sell |
195,339
-185,020
| -49% | -$57.7M | 0.26% | 88 |
|
|
2025
Q1 | $199M | Buy |
380,359
+27,754
| +8% | +$14.5M | 1% | 20 |
|
|
2024
Q4 | $178M | Buy |
352,605
+170,704
| +94% | +$86.4M | 0.87% | 23 |
|
|
2024
Q3 | $97.4M | Buy |
181,901
+24,639
| +16% | +$13.2M | 0.69% | 38 |
|
|
2024
Q2 | $80.1M | Buy |
157,262
+120,922
| +333% | +$61.6M | 0.68% | 40 |
|
|
2024
Q1 | $18M | Buy |
36,340
+20,424
| +128% | +$10.1M | 0.23% | 63 |
|
|
2023
Q4 | $8.38M | Sell |
15,916
-1,112
| -7% | -$585K | 0.14% | 87 |
|
|
2023
Q3 | $8.59M | Buy |
17,028
+141
| +0.8% | +$71.1K | 0.15% | 79 |
|
|
2023
Q2 | $8.12M | Buy |
16,887
+763
| +5% | +$367K | 0.12% | 87 |
|
|
2023
Q1 | $7.62M | Sell |
16,124
-211
| -1% | -$99.7K | 0.13% | 98 |
|
|
2022
Q4 | $8.66M | Buy |
16,335
+3,593
| +28% | +$1.9M | 0.17% | 80 |
|
|
2022
Q3 | $6.44M | Sell |
12,742
-55
| -0.4% | -$27.8K | 0.15% | 97 |
|
|
2022
Q2 | $6.57M | Sell |
12,797
-1,197
| -9% | -$615K | 0.15% | 107 |
|
|
2022
Q1 | $7.14M | Buy |
13,994
+2,028
| +17% | +$1.03M | 0.14% | 113 |
|
|
2021
Q4 | $4.2M | Sell |
11,966
-3,869
| -24% | -$1.36M | 0.1% | 142 |
|
|
2021
Q3 | $6.19M | Buy |
15,835
+420
| +3% | +$164K | 0.12% | 122 |
|
|
2021
Q2 | $6.17M | Buy |
15,415
+1,624
| +12% | +$650K | 0.12% | 129 |
|
|
2021
Q1 | $5.13M | Buy |
13,791
+1,860
| +16% | +$692K | 0.12% | 130 |
|
|
2020
Q4 | $4.18M | Buy |
11,931
+145
| +1% | +$50.8K | 0.1% | 137 |
|
|
2020
Q3 | $3.68M | Buy |
11,786
+3,893
| +49% | +$1.21M | 0.1% | 138 |
|
|
2020
Q2 | $2.33M | Sell |
7,893
-2,284
| -22% | -$674K | 0.07% | 176 |
|
|
2020
Q1 | $2.54M | Buy |
10,177
+587
| +6% | +$146K | 0.09% | 149 |
|
|
2019
Q4 | $2.82M | Sell |
9,590
-406
| -4% | -$119K | 0.08% | 165 |
|
|
2019
Q3 | $2.17M | Buy |
9,996
+307
| +3% | +$66.7K | 0.07% | 188 |
|
|
2019
Q2 | $2.36M | Buy |
9,689
+1,499
| +18% | +$366K | 0.07% | 180 |
|
|
2019
Q1 | $2.02M | Buy |
+8,190
| New | +$2.02M | 0.06% | 191 |
|