Kurt F. Somerville’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.58M | Sell |
9,531
-4,189
| -31% | -$1.25M | 0.68% | 35 |
|
|
2025
Q4 | $4.53M | Sell |
13,720
-8,109
| -37% | -$2.75M | 0.77% | 34 |
|
|
2025
Q3 | $7.54M | Sell |
21,829
-1,459
| -6% | -$441K | 1.25% | 25 |
|
|
2025
Q2 | $7.27M | Sell |
23,288
-1,480
| -6% | -$566K | 1.22% | 26 |
|
|
2025
Q1 | $13M | Sell |
24,768
-600
| -2% | -$307K | 2.26% | 20 |
|
|
2024
Q4 | $12.8M | Buy |
25,368
+118
| +0.5% | +$67K | 2.15% | 21 |
|
|
2024
Q3 | $14.8M | Buy |
25,250
+102
| +0.4% | +$57.7K | 2.38% | 21 |
|
|
2024
Q2 | $12.8M | Buy |
25,148
+1,672
| +7% | +$820K | 2.16% | 22 |
|
|
2024
Q1 | $11.6M | Buy |
23,476
+1,733
| +8% | +$881K | 1.99% | 22 |
|
|
2023
Q4 | $11.4M | Buy |
21,743
+1,334
| +7% | +$711K | 2.16% | 22 |
|
|
2023
Q3 | $10.3M | Buy |
20,409
+58
| +0.3% | +$28.5K | 2.07% | 23 |
|
|
2023
Q2 | $9.78M | Sell |
20,351
-1,750
| -8% | -$856K | 1.86% | 23 |
|
|
2023
Q1 | $10.4M | Buy |
22,101
+590
| +3% | +$285K | 1.91% | 22 |
|
|
2022
Q4 | $11.4M | Buy |
21,511
+190
| +0.9% | +$101K | 2.22% | 21 |
|
|
2022
Q3 | $10.8M | Sell |
21,321
-14
| -0.1% | -$7.36K | 2.16% | 19 |
|
|
2022
Q2 | $11M | Sell |
21,335
-5
| -0% | -$2.51K | 2.08% | 20 |
|
|
2022
Q1 | $10.9M | Sell |
21,340
-1,442
| -6% | -$695K | 1.75% | 22 |
|
|
2021
Q4 | $11.4M | Sell |
22,782
-108
| -0.5% | -$48.9K | 1.59% | 28 |
|
|
2021
Q3 | $8.95M | Sell |
22,890
-80
| -0.3% | -$33.1K | 1.36% | 30 |
|
|
2021
Q2 | $9.2M | Buy |
22,970
+79
| +0.3% | +$31.5K | 1.37% | 31 |
|
|
2021
Q1 | $8.52M | Buy |
22,891
+1,000
| +5% | +$347K | 1.35% | 29 |
|
|
2020
Q4 | $7.68M | Buy |
21,891
+1,938
| +10% | +$650K | 1.25% | 31 |
|
|
2020
Q3 | $6.22M | Buy |
19,953
+3,628
| +22% | +$1.11M | 1.1% | 30 |
|
|
2020
Q2 | $4.82M | Buy |
16,325
+8,178
| +100% | +$2.34M | 0.89% | 35 |
|
|
2020
Q1 | $2.03M | Buy |
+8,147
| New | +$2.24M | 0.45% | 41 |
|
Other funds holding UNH
VCM
VPM
