Marco Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
55,654
+18,739
| +51% | +$5.85M | 1.45% | 22 |
|
|
2025
Q1 | $19.3M | Sell |
36,915
-320
| -0.9% | -$168K | 1.79% | 16 |
|
|
2024
Q4 | $18.8M | Buy |
37,235
+570
| +2% | +$288K | 1.63% | 18 |
|
|
2024
Q3 | $21.4M | Buy |
36,665
+120
| +0.3% | +$70.2K | 1.85% | 15 |
|
|
2024
Q2 | $18.6M | Sell |
36,545
-447
| -1% | -$228K | 1.72% | 17 |
|
|
2024
Q1 | $18.3M | Buy |
36,992
+255
| +0.7% | +$126K | 1.73% | 16 |
|
|
2023
Q4 | $19.3M | Sell |
36,737
-286
| -0.8% | -$151K | 1.98% | 13 |
|
|
2023
Q3 | $18.7M | Buy |
37,023
+80
| +0.2% | +$40.3K | 2.15% | 12 |
|
|
2023
Q2 | $17.8M | Buy |
36,943
+242
| +0.7% | +$116K | 1.92% | 12 |
|
|
2023
Q1 | $17.3M | Sell |
36,701
-305
| -0.8% | -$144K | 1.95% | 13 |
|
|
2022
Q4 | $19.6M | Sell |
37,006
-1,321
| -3% | -$700K | 2.29% | 11 |
|
|
2022
Q3 | $19.4M | Sell |
38,327
-1,945
| -5% | -$982K | 2.45% | 9 |
|
|
2022
Q2 | $20.7M | Sell |
40,272
-151
| -0.4% | -$77.6K | 2.41% | 9 |
|
|
2022
Q1 | $20.6M | Sell |
40,423
-572
| -1% | -$292K | 2.09% | 11 |
|
|
2021
Q4 | $20.6M | Sell |
40,995
-10,409
| -20% | -$5.23M | 2.02% | 12 |
|
|
2021
Q3 | $20.1M | Buy |
51,404
+253
| +0.5% | +$98.9K | 2.21% | 10 |
|
|
2021
Q2 | $20.5M | Sell |
51,151
-236
| -0.5% | -$94.5K | 2.38% | 8 |
|
|
2021
Q1 | $19.1M | Sell |
51,387
-1,000
| -2% | -$372K | 2.5% | 6 |
|
|
2020
Q4 | $18.4M | Sell |
52,387
-676
| -1% | -$237K | 2.64% | 7 |
|
|
2020
Q3 | $16.5M | Sell |
53,063
-124
| -0.2% | -$38.7K | 2.71% | 7 |
|
|
2020
Q2 | $15.7M | Sell |
53,187
-20,685
| -28% | -$6.1M | 2.87% | 6 |
|
|
2020
Q1 | $18.4M | Sell |
73,872
-15,935
| -18% | -$3.97M | 3.91% | 2 |
|
|
2019
Q4 | $26.4M | Sell |
89,807
-535
| -0.6% | -$157K | 4.1% | 2 |
|
|
2019
Q3 | $19.6M | Buy |
90,342
+22,560
| +33% | +$4.9M | 3.35% | 3 |
|
|
2019
Q2 | $16.5M | Buy |
67,782
+8,371
| +14% | +$2.04M | 2.95% | 6 |
|
|
2019
Q1 | $14.7M | Buy |
59,411
+23,485
| +65% | +$5.81M | 2.73% | 6 |
|
|
2018
Q4 | $8.95M | Sell |
35,926
-165
| -0.5% | -$41.1K | 1.77% | 15 |
|
|
2018
Q3 | $9.6M | Sell |
36,091
-29
| -0.1% | -$7.72K | 1.37% | 22 |
|
|
2018
Q2 | $8.86M | Sell |
36,120
-5,619
| -13% | -$1.38M | 1.37% | 22 |
|
|
2018
Q1 | $8.93M | Sell |
41,739
-4,696
| -10% | -$1M | 1.39% | 22 |
|
|
2017
Q4 | $10.2M | Sell |
46,435
-5,839
| -11% | -$1.29M | 1.56% | 20 |
|
|
2017
Q3 | $10.2M | Sell |
52,274
-1,199
| -2% | -$235K | 1.6% | 19 |
|
|
2017
Q2 | $9.92M | Sell |
53,473
-1,849
| -3% | -$343K | 1.64% | 16 |
|
|
2017
Q1 | $9.07M | Sell |
55,322
-760
| -1% | -$125K | 1.54% | 18 |
|
|
2016
Q4 | $8.98M | Sell |
56,082
-2,449
| -4% | -$392K | 1.56% | 16 |
|
|
2016
Q3 | $8.19M | Sell |
58,531
-522
| -0.9% | -$73.1K | 1.47% | 18 |
|
|
2016
Q2 | $8.34M | Sell |
59,053
-99
| -0.2% | -$14K | 1.55% | 16 |
|
|
2016
Q1 | $7.27K | Sell |
59,152
-2,349
| -4% | -$289 | 1.05% | 25 |
|
|
2015
Q4 | $7.24M | Sell |
61,501
-1,599
| -3% | -$188K | 1.35% | 23 |
|
|
2015
Q3 | $7.32M | Sell |
63,100
-42,030
| -40% | -$4.88M | 1.45% | 18 |
|
|
2015
Q2 | $12.8M | Sell |
105,130
-99
| -0.1% | -$12.1K | 2.14% | 6 |
|
|
2015
Q1 | $12.4M | Buy |
105,229
+1,201
| +1% | +$142K | 2.16% | 8 |
|
|
2014
Q4 | $10.5M | Sell |
104,028
-1,249
| -1% | -$126K | 1.32% | 15 |
|
|
2014
Q3 | $9.08M | Buy |
105,277
+11,924
| +13% | +$1.03M | 1.25% | 15 |
|
|
2014
Q2 | $7.63M | Buy |
93,353
+3,168
| +4% | +$259K | 1.46% | 20 |
|
|
2014
Q1 | $7.39M | Buy |
90,185
+2,581
| +3% | +$212K | 1.54% | 17 |
|
|
2013
Q4 | $6.6K | Buy |
87,604
+2,500
| +3% | +$188 | 0.35% | 21 |
|
|
2013
Q3 | $6.09M | Buy |
+85,104
| New | +$6.09M | 1.4% | 19 |
|