MainStreet Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
9,549
-951
| -9% | -$297K | 0.41% | 60 |
|
|
2025
Q1 | $5.5M | Sell |
10,500
-159
| -1% | -$83.3K | 0.8% | 33 |
|
|
2024
Q4 | $5.39M | Sell |
10,659
-203
| -2% | -$103K | 0.76% | 35 |
|
|
2024
Q3 | $6.35M | Sell |
10,862
-3,820
| -26% | -$2.23M | 0.84% | 33 |
|
|
2024
Q2 | $7.48M | Sell |
14,682
-1,312
| -8% | -$668K | 0.91% | 30 |
|
|
2024
Q1 | $7.91M | Sell |
15,994
-1,554
| -9% | -$769K | 0.95% | 30 |
|
|
2023
Q4 | $9.24M | Buy |
17,548
+289
| +2% | +$152K | 1.04% | 26 |
|
|
2023
Q3 | $8.7M | Sell |
17,259
-66
| -0.4% | -$33.3K | 1.01% | 26 |
|
|
2023
Q2 | $8.33M | Sell |
17,325
-519
| -3% | -$249K | 0.9% | 29 |
|
|
2023
Q1 | $8.43M | Buy |
17,844
+191
| +1% | +$90.3K | 0.91% | 29 |
|
|
2022
Q4 | $9.36M | Sell |
17,653
-215
| -1% | -$114K | 1.04% | 25 |
|
|
2022
Q3 | $9.02M | Hold |
17,868
| – | – | 1.1% | 26 |
|
|
2022
Q2 | $9.18M | Sell |
17,868
-1,055
| -6% | -$542K | 1.05% | 27 |
|
|
2022
Q1 | $9.65M | Sell |
18,923
-339
| -2% | -$173K | 0.9% | 29 |
|
|
2021
Q4 | $9.67M | Sell |
19,262
-698
| -3% | -$350K | 0.84% | 31 |
|
|
2021
Q3 | $7.8M | Sell |
19,960
-1,216
| -6% | -$475K | 0.75% | 36 |
|
|
2021
Q2 | $8.48M | Sell |
21,176
-2,275
| -10% | -$911K | 0.72% | 38 |
|
|
2021
Q1 | $8.73M | Sell |
23,451
-2,321
| -9% | -$864K | 0.73% | 39 |
|
|
2020
Q4 | $9.04M | Sell |
25,772
-2,675
| -9% | -$938K | 0.72% | 37 |
|
|
2020
Q3 | $8.87M | Buy |
28,447
+10,542
| +59% | +$3.29M | 0.69% | 38 |
|
|
2020
Q2 | $5.28M | Sell |
17,905
-5,932
| -25% | -$1.75M | 0.36% | 48 |
|
|
2020
Q1 | $5.94M | Buy |
23,837
+6,942
| +41% | +$1.73M | 0.73% | 36 |
|
|
2019
Q4 | $4.97M | Buy |
16,895
+5,699
| +51% | +$1.68M | 0.55% | 51 |
|
|
2019
Q3 | $2.43M | Buy |
+11,196
| New | +$2.43M | 0.32% | 64 |
|
|
2019
Q1 | – | Sell |
-880
| Closed | -$219K | – | 156 |
|
|
2018
Q4 | $219K | Hold |
880
| – | – | 0.03% | 147 |
|
|
2018
Q3 | $234K | Sell |
880
-212
| -19% | -$56.4K | 0.03% | 151 |
|
|
2018
Q2 | $268K | Buy |
+1,092
| New | +$268K | 0.04% | 140 |
|
|
2018
Q1 | – | Sell |
-1,047
| Closed | -$231K | – | 165 |
|
|
2017
Q4 | $231K | Buy |
+1,047
| New | +$231K | 0.04% | 155 |
|