L.J. Altfest & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
4,091
+1,688
| +70% | +$527K | 0.15% | 108 |
|
|
2025
Q1 | $1.26M | Sell |
2,403
-530
| -18% | -$278K | 0.16% | 106 |
|
|
2024
Q4 | $1.48M | Sell |
2,933
-47
| -2% | -$23.8K | 0.19% | 86 |
|
|
2024
Q3 | $1.74M | Sell |
2,980
-1,282
| -30% | -$749K | 0.23% | 78 |
|
|
2024
Q2 | $2.17M | Sell |
4,262
-449
| -10% | -$229K | 0.3% | 56 |
|
|
2024
Q1 | $2.33M | Buy |
4,711
+478
| +11% | +$236K | 0.33% | 54 |
|
|
2023
Q4 | $2.23M | Buy |
4,233
+335
| +9% | +$176K | 0.32% | 61 |
|
|
2023
Q3 | $1.97M | Buy |
3,898
+187
| +5% | +$94.3K | 0.31% | 52 |
|
|
2023
Q2 | $1.78M | Buy |
3,711
+224
| +6% | +$108K | 0.27% | 59 |
|
|
2023
Q1 | $1.65M | Buy |
3,487
+1,627
| +87% | +$769K | 0.26% | 58 |
|
|
2022
Q4 | $986K | Sell |
1,860
-82
| -4% | -$43.5K | 0.16% | 100 |
|
|
2022
Q3 | $981K | Buy |
1,942
+44
| +2% | +$22.2K | 0.18% | 87 |
|
|
2022
Q2 | $975K | Sell |
1,898
-39
| -2% | -$20K | 0.18% | 95 |
|
|
2022
Q1 | $988K | Buy |
1,937
+185
| +11% | +$94.4K | 0.18% | 92 |
|
|
2021
Q4 | $880K | Sell |
1,752
-554
| -24% | -$278K | 0.17% | 103 |
|
|
2021
Q3 | $901K | Sell |
2,306
-456
| -17% | -$178K | 0.19% | 91 |
|
|
2021
Q2 | $1.11M | Sell |
2,762
-915
| -25% | -$366K | 0.24% | 76 |
|
|
2021
Q1 | $1.37M | Buy |
3,677
+862
| +31% | +$321K | 0.32% | 59 |
|
|
2020
Q4 | $987K | Buy |
2,815
+20
| +0.7% | +$7.01K | 0.24% | 76 |
|
|
2020
Q3 | $871K | Sell |
2,795
-761
| -21% | -$237K | 0.23% | 78 |
|
|
2020
Q2 | $1.05M | Sell |
3,556
-58
| -2% | -$17.1K | 0.3% | 56 |
|
|
2020
Q1 | $901K | Sell |
3,614
-814
| -18% | -$203K | 0.28% | 62 |
|
|
2019
Q4 | $1.3M | Sell |
4,428
-1,742
| -28% | -$512K | 0.33% | 49 |
|
|
2019
Q3 | $1.34M | Buy |
6,170
+887
| +17% | +$193K | 0.35% | 45 |
|
|
2019
Q2 | $1.29M | Buy |
5,283
+2,783
| +111% | +$679K | 0.34% | 46 |
|
|
2019
Q1 | $618K | Sell |
2,500
-109
| -4% | -$26.9K | 0.15% | 89 |
|
|
2018
Q4 | $650K | Buy |
2,609
+9
| +0.3% | +$2.24K | 0.18% | 75 |
|
|
2018
Q3 | $692K | Buy |
2,600
+8
| +0.3% | +$2.13K | 0.2% | 86 |
|
|
2018
Q2 | $636K | Buy |
2,592
+10
| +0.4% | +$2.45K | 0.24% | 87 |
|
|
2018
Q1 | $553K | Buy |
2,582
+8
| +0.3% | +$1.71K | 0.24% | 94 |
|
|
2017
Q4 | $567K | Sell |
2,574
-399
| -13% | -$87.9K | 0.22% | 102 |
|
|
2017
Q3 | $582K | Buy |
2,973
+10
| +0.3% | +$1.96K | 0.28% | 93 |
|
|
2017
Q2 | $549K | Buy |
2,963
+10
| +0.3% | +$1.85K | 0.33% | 89 |
|
|
2017
Q1 | $484K | Sell |
2,953
-85
| -3% | -$13.9K | 0.19% | 88 |
|
|
2016
Q4 | $486K | Buy |
3,038
+55
| +2% | +$8.8K | 0.24% | 83 |
|
|
2016
Q3 | $418K | Buy |
2,983
+51
| +2% | +$7.15K | 0.28% | 83 |
|
|
2016
Q2 | $414K | Sell |
2,932
-68
| -2% | -$9.6K | 0.29% | 85 |
|
|
2016
Q1 | $387K | Buy |
3,000
+10
| +0.3% | +$1.29K | 0.4% | 59 |
|
|
2015
Q4 | $352K | Buy |
2,990
+11
| +0.4% | +$1.3K | 0.34% | 65 |
|
|
2015
Q3 | $346K | Sell |
2,979
-82
| -3% | -$9.52K | 0.34% | 69 |
|
|
2015
Q2 | $373K | Buy |
3,061
+67
| +2% | +$8.16K | 0.34% | 67 |
|
|
2015
Q1 | $354K | Sell |
2,994
-42
| -1% | -$4.97K | 0.33% | 66 |
|
|
2014
Q4 | $307K | Buy |
+3,036
| New | +$307K | 0.25% | 83 |
|