M Holdings Securities’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 | $3.75M | Buy |
+10,043
| New | +$2.99M | 0.25% | 79 |
|
|
2024
Q3 | – | Sell |
-5,810
| Closed | -$2.96M | – | 286 |
|
|
2024
Q2 | $2.96M | Buy |
+5,810
| New | +$2.85M | 0.38% | 46 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$481K | – | 320 |
|
|
2023
Q2 | $481K | Sell |
1,000
-2,355
| -70% | -$1.15M | 0.12% | 114 |
|
|
2023
Q1 | $1.59M | Sell |
3,355
-1,193
| -26% | -$576K | 0.22% | 107 |
|
|
2022
Q4 | $2.41M | Sell |
4,548
-132
| -3% | -$69.9K | 0.25% | 79 |
|
|
2022
Q3 | $2.36M | Sell |
4,680
-644
| -12% | -$339K | 0.26% | 81 |
|
|
2022
Q2 | $2.73M | Sell |
5,324
-670
| -11% | -$336K | 0.28% | 81 |
|
|
2022
Q1 | $3.06M | Buy |
+5,994
| New | +$2.89M | 0.23% | 85 |
|
|
2021
Q2 | – | Sell |
-6,550
| Closed | -$2.44M | – | 464 |
|
|
2021
Q1 | $2.44M | Buy |
+6,550
| New | +$2.27M | 0.22% | 98 |
|
|
2019
Q2 | – | Sell |
-5,867
| Closed | -$1.45M | – | 337 |
|
|
2019
Q1 | $1.45M | Buy |
5,867
+234
| +4% | +$59.7K | 0.34% | 79 |
|
|
2018
Q4 | $1.4M | Buy |
5,633
+1,077
| +24% | +$285K | 0.44% | 57 |
|
|
2018
Q3 | $1.21M | Sell |
4,556
-572
| -11% | -$149K | 0.32% | 82 |
|
|
2018
Q2 | $1.26M | Buy |
5,128
+553
| +12% | +$133K | 0.35% | 74 |
|
|
2018
Q1 | $979K | Sell |
4,575
-27
| -0.6% | -$6.17K | 0.3% | 100 |
|
|
2017
Q4 | $1.01M | Buy |
4,602
+1,086
| +31% | +$230K | 0.31% | 95 |
|
|
2017
Q3 | $689K | Buy |
3,516
+46
| +1% | +$8.89K | 0.22% | 136 |
|
|
2017
Q2 | $643K | Sell |
3,470
-111
| -3% | -$19.5K | 0.22% | 132 |
|
|
2017
Q1 | $587K | Sell |
3,581
-38
| -1% | -$6.22K | 0.23% | 125 |
|
|
2016
Q4 | $579K | Sell |
3,619
-765
| -17% | -$114K | 0.2% | 121 |
|
|
2016
Q3 | $614K | Buy |
4,384
+16
| +0.4% | +$2.24K | 0.28% | 105 |
|
|
2016
Q2 | $617K | Buy |
4,368
+1,428
| +49% | +$190K | 0.32% | 91 |
|
|
2016
Q1 | $379K | Sell |
2,940
-721
| -20% | -$85.3K | 0.23% | 126 |
|
|
2015
Q4 | $431K | Buy |
3,661
+247
| +7% | +$28.9K | 0.29% | 105 |
|
|
2015
Q3 | $396K | Buy |
3,414
+50
| +1% | +$5.98K | 0.28% | 108 |
|
|
2015
Q2 | $410K | Sell |
3,364
-481
| -13% | -$56.9K | 0.27% | 105 |
|
|
2015
Q1 | $455K | Sell |
3,845
-215
| -5% | -$23.9K | 0.3% | 105 |
|
|
2014
Q4 | $410K | Sell |
4,060
-408
| -9% | -$38.7K | 0.27% | 107 |
|
|
2014
Q3 | $366K | Buy |
4,468
+687
| +18% | +$58.1K | 0.2% | 114 |
|
|
2014
Q2 | $309K | Buy |
+3,781
| New | +$297K | 0.2% | 132 |
|
|
2014
Q1 | – | Sell |
-4,425
| Closed | -$333K | – | 189 |
|
|
2013
Q4 | $333K | Buy |
+4,425
| New | +$318K | 0.24% | 107 |
|
Other funds holding UNH
VCM
VPM
