Main Street Research’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-463
| Closed | -$271K | – | 117 |
|
|
2024
Q3 | $271K | Buy |
+463
| New | +$271K | 0.02% | 92 |
|
|
2024
Q1 | – | Sell |
-797
| Closed | -$419K | – | 119 |
|
|
2023
Q4 | $419K | Buy |
797
+88
| +12% | +$46.3K | 0.03% | 72 |
|
|
2023
Q3 | $357K | Sell |
709
-143
| -17% | -$72.1K | 0.04% | 75 |
|
|
2023
Q2 | $409K | Buy |
852
+197
| +30% | +$94.7K | 0.07% | 69 |
|
|
2023
Q1 | $309K | Sell |
655
-48
| -7% | -$22.7K | 0.06% | 72 |
|
|
2022
Q4 | $373K | Sell |
703
-117
| -14% | -$62K | 0.09% | 65 |
|
|
2022
Q3 | $414K | Buy |
820
+140
| +21% | +$70.7K | 0.09% | 59 |
|
|
2022
Q2 | $349K | Sell |
680
-120
| -15% | -$61.6K | 0.09% | 54 |
|
|
2022
Q1 | $408K | Sell |
800
-212
| -21% | -$108K | 0.04% | 80 |
|
|
2021
Q4 | $508K | Buy |
1,012
+268
| +36% | +$135K | 0.04% | 81 |
|
|
2021
Q3 | $291K | Hold |
744
| – | – | 0.03% | 108 |
|
|
2021
Q2 | $298K | Buy |
744
+1
| +0.1% | +$401 | 0.02% | 111 |
|
|
2021
Q1 | $276K | Buy |
+743
| New | +$276K | 0.03% | 105 |
|
|
2019
Q3 | – | Sell |
-58,250
| Closed | -$14.2M | – | 97 |
|
|
2019
Q2 | $14.2M | Buy |
58,250
+57,250
| +5,725% | +$14M | 3.2% | 15 |
|
|
2019
Q1 | $247K | Buy |
+1,000
| New | +$247K | 0.08% | 77 |
|
|
2018
Q4 | – | Sell |
-88,367
| Closed | -$23.5M | – | 107 |
|
|
2018
Q3 | $23.5M | Buy |
88,367
+2,495
| +3% | +$664K | 3.38% | 5 |
|
|
2018
Q2 | $21.1M | Sell |
85,872
-1,879
| -2% | -$461K | 3.3% | 5 |
|
|
2018
Q1 | $18.8M | Buy |
87,751
+2,056
| +2% | +$440K | 2.97% | 4 |
|
|
2017
Q4 | $18.9M | Sell |
85,695
-419
| -0.5% | -$92.4K | 2.88% | 5 |
|
|
2017
Q3 | $16.9M | Buy |
86,114
+349
| +0.4% | +$68.4K | 2.72% | 6 |
|
|
2017
Q2 | $15.9M | Buy |
85,765
+3,822
| +5% | +$709K | 2.6% | 5 |
|
|
2017
Q1 | $13.4M | Sell |
81,943
-1,027
| -1% | -$168K | 2.35% | 5 |
|
|
2016
Q4 | $13.3M | Buy |
82,970
+1,417
| +2% | +$227K | 2.59% | 4 |
|
|
2016
Q3 | $11.4M | Sell |
81,553
-11
| -0% | -$1.54K | 2.23% | 7 |
|
|
2016
Q2 | $11.5M | Buy |
81,564
+2,939
| +4% | +$415K | 2.38% | 11 |
|
|
2016
Q1 | $10.1M | Sell |
78,625
-1,130
| -1% | -$146K | 2.61% | 9 |
|
|
2015
Q4 | $9.38M | Buy |
79,755
+970
| +1% | +$114K | 2% | 15 |
|
|
2015
Q3 | $9.28M | Buy |
+78,785
| New | +$9.28M | 2.18% | 14 |
|