Kovitz Investment Group Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $57.4M | Sell |
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|
2025
Q2 | $60.9M | Sell |
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|
2025
Q1 | $199M | Buy |
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|
2024
Q4 | $178M | Buy |
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|
2024
Q3 | $97.4M | Buy |
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|
2024
Q2 | $80.1M | Buy |
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|
2024
Q1 | $18M | Buy |
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|
2023
Q4 | $8.38M | Sell |
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|
2023
Q3 | $8.59M | Buy |
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|
2023
Q2 | $8.12M | Buy |
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|
2023
Q1 | $7.62M | Sell |
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|
2022
Q4 | $8.66M | Buy |
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|
2022
Q3 | $6.43M | Sell |
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|
2022
Q2 | $6.57M | Sell |
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|
2022
Q1 | $7.14M | Buy |
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|
2021
Q4 | $4.2M | Sell |
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|
2021
Q3 | $6.19M | Buy |
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|
2021
Q2 | $6.17M | Buy |
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|
2021
Q1 | $5.13M | Buy |
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|
2020
Q4 | $4.18M | Buy |
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|
2020
Q3 | $3.67M | Buy |
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|
2020
Q2 | $2.33M | Sell |
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|
2020
Q1 | $2.54M | Buy |
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|
2019
Q4 | $2.82M | Sell |
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|
2019
Q3 | $2.17M | Buy |
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|
2019
Q2 | $2.36M | Buy |
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|
2019
Q1 | $2.02M | Buy |
|