Mackenzie Financial’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249M | Buy |
799,673
+170,905
| +27% | +$53.3M | 0.32% | 76 |
|
|
2025
Q1 | $329M | Sell |
628,768
-67,177
| -10% | -$35.2M | 0.47% | 57 |
|
|
2024
Q4 | $352M | Buy |
695,945
+21,373
| +3% | +$10.8M | 0.48% | 55 |
|
|
2024
Q3 | $394M | Buy |
674,572
+8,012
| +1% | +$4.68M | 0.55% | 51 |
|
|
2024
Q2 | $339M | Sell |
666,560
-8,428
| -1% | -$4.29M | 0.5% | 53 |
|
|
2024
Q1 | $334M | Sell |
674,988
-26,177
| -4% | -$12.9M | 0.48% | 55 |
|
|
2023
Q4 | $369M | Buy |
701,165
+56,694
| +9% | +$29.8M | 0.56% | 45 |
|
|
2023
Q3 | $328M | Sell |
644,471
-8,265
| -1% | -$4.21M | 0.55% | 46 |
|
|
2023
Q2 | $312M | Sell |
652,736
-37,512
| -5% | -$17.9M | 0.47% | 50 |
|
|
2023
Q1 | $326M | Sell |
690,248
-29,110
| -4% | -$13.8M | 0.5% | 47 |
|
|
2022
Q4 | $381M | Buy |
719,358
+93,124
| +15% | +$49.4M | 0.64% | 37 |
|
|
2022
Q3 | $316M | Buy |
626,234
+78,831
| +14% | +$39.8M | 0.54% | 40 |
|
|
2022
Q2 | $281M | Buy |
547,403
+50,488
| +10% | +$25.9M | 0.45% | 55 |
|
|
2022
Q1 | $253M | Sell |
496,915
-7,263
| -1% | -$3.7M | 0.34% | 71 |
|
|
2021
Q4 | $253M | Sell |
504,178
-45,198
| -8% | -$22.7M | 0.34% | 74 |
|
|
2021
Q3 | $215M | Sell |
549,376
-26,478
| -5% | -$10.3M | 0.3% | 82 |
|
|
2021
Q2 | $231M | Sell |
575,854
-23,604
| -4% | -$9.45M | 0.32% | 80 |
|
|
2021
Q1 | $223M | Buy |
599,458
+65,977
| +12% | +$24.5M | 0.34% | 79 |
|
|
2020
Q4 | $187M | Sell |
533,481
-20,859
| -4% | -$7.31M | 0.4% | 72 |
|
|
2020
Q3 | $173M | Sell |
554,340
-71,924
| -11% | -$22.4M | 0.43% | 66 |
|
|
2020
Q2 | $185M | Sell |
626,264
-23,831
| -4% | -$7.03M | 0.49% | 56 |
|
|
2020
Q1 | $162M | Buy |
650,095
+200,960
| +45% | +$50.1M | 0.52% | 50 |
|
|
2019
Q4 | $132M | Buy |
449,135
+93,924
| +26% | +$27.6M | 0.32% | 80 |
|
|
2019
Q3 | $77.2M | Buy |
355,211
+124,517
| +54% | +$27.1M | 0.2% | 124 |
|
|
2019
Q2 | $56.3M | Sell |
230,694
-210,185
| -48% | -$51.3M | 0.15% | 162 |
|
|
2019
Q1 | $109M | Buy |
440,879
+119,630
| +37% | +$29.6M | 0.26% | 92 |
|
|
2018
Q4 | $80M | Buy |
321,249
+287,795
| +860% | +$71.7M | 0.21% | 112 |
|
|
2018
Q3 | $8.9M | Buy |
33,454
+1,619
| +5% | +$431K | 0.02% | 362 |
|
|
2018
Q2 | $7.81M | Buy |
31,835
+3,766
| +13% | +$924K | 0.02% | 362 |
|
|
2018
Q1 | $6.01M | Sell |
28,069
-25,019
| -47% | -$5.35M | 0.02% | 403 |
|
|
2017
Q4 | $11.7M | Buy |
53,088
+45,921
| +641% | +$10.1M | 0.03% | 333 |
|
|
2017
Q3 | $1.4M | Buy |
7,167
+2,689
| +60% | +$527K | 0.01% | 417 |
|
|
2017
Q2 | $830K | Buy |
4,478
+481
| +12% | +$89.2K | ﹤0.01% | 465 |
|
|
2017
Q1 | $656K | Buy |
3,997
+62
| +2% | +$10.2K | ﹤0.01% | 494 |
|
|
2016
Q4 | $630K | Buy |
3,935
+515
| +15% | +$82.5K | ﹤0.01% | 486 |
|
|
2016
Q3 | $479K | Sell |
3,420
-6,260
| -65% | -$877K | ﹤0.01% | 502 |
|
|
2016
Q2 | $1.37M | Sell |
9,680
-121
| -1% | -$17.1K | 0.01% | 528 |
|
|
2016
Q1 | $1.26M | Buy |
9,801
+1,592
| +19% | +$205K | 0.01% | 447 |
|
|
2015
Q4 | $966K | Sell |
8,209
-7,145
| -47% | -$841K | 0.01% | 543 |
|
|
2015
Q3 | $1.78M | Sell |
15,354
-6,174
| -29% | -$716K | 0.01% | 426 |
|
|
2015
Q2 | $2.63M | Buy |
21,528
+236
| +1% | +$28.8K | 0.01% | 385 |
|
|
2015
Q1 | $2.52M | Sell |
21,292
-4,565
| -18% | -$540K | 0.01% | 386 |
|
|
2014
Q4 | $2.61M | Sell |
25,857
-3,623
| -12% | -$366K | 0.01% | 383 |
|
|
2014
Q3 | $2.54M | Buy |
29,480
+165
| +0.6% | +$14.2K | 0.01% | 362 |
|
|
2014
Q2 | $2.4M | Buy |
29,315
+4,565
| +18% | +$373K | 0.01% | 387 |
|
|
2014
Q1 | $2.03M | Buy |
24,750
+600
| +2% | +$49.2K | 0.01% | 392 |
|
|
2013
Q4 | $1.82M | Sell |
24,150
-65,838
| -73% | -$4.96M | 0.01% | 395 |
|
|
2013
Q3 | $6.44M | Buy |
89,988
+12,041
| +15% | +$862K | 0.03% | 272 |
|
|
2013
Q2 | $5.1M | Buy |
+77,947
| New | +$5.1M | 0.02% | 312 |
|