Marotta Asset 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 | $458K | Sell |
1,469
-23
| -2% | -$7.18K | 0.09% | 67 |
|
|
2025
Q1 | $872K | Hold |
1,492
| – | – | 0.17% | 58 |
|
|
2024
Q4 | $753K | Hold |
1,492
| – | – | 0.16% | 59 |
|
|
2024
Q3 | $872K | Sell |
1,492
-7
| -0.5% | -$4.09K | 0.17% | 58 |
|
|
2024
Q2 | $741K | Buy |
1,499
+37
| +3% | +$18.3K | 0.15% | 60 |
|
|
2024
Q1 | $723K | Sell |
1,462
-68
| -4% | -$33.6K | 0.15% | 60 |
|
|
2023
Q4 | $805K | Sell |
1,530
-94
| -6% | -$49.5K | 0.17% | 57 |
|
|
2023
Q3 | $819K | Sell |
1,624
-10
| -0.6% | -$5.04K | 0.19% | 53 |
|
|
2023
Q2 | $785K | Buy |
+1,634
| New | +$785K | 0.18% | 52 |
|
|
2022
Q4 | $866K | Sell |
1,634
-16
| -1% | -$8.48K | 0.21% | 53 |
|
|
2022
Q3 | $833K | Sell |
1,650
-33
| -2% | -$16.7K | 0.22% | 49 |
|
|
2022
Q2 | $871K | Sell |
1,683
-5
| -0.3% | -$2.59K | 0.21% | 54 |
|
|
2022
Q1 | $861K | Buy |
1,688
+24
| +1% | +$12.2K | 0.2% | 53 |
|
|
2021
Q4 | $836K | Buy |
1,664
+213
| +15% | +$107K | 0.19% | 50 |
|
|
2021
Q3 | $567K | Hold |
1,451
| – | – | 0.14% | 60 |
|
|
2021
Q2 | $587K | Buy |
1,451
+8
| +0.6% | +$3.24K | 0.14% | 61 |
|
|
2021
Q1 | $530K | Hold |
1,443
| – | – | 0.14% | 58 |
|
|
2020
Q4 | $506K | Hold |
1,443
| – | – | 0.13% | 50 |
|
|
2020
Q3 | $450K | Hold |
1,443
| – | – | 0.14% | 53 |
|
|
2020
Q2 | $426K | Hold |
1,443
| – | – | 0.14% | 56 |
|
|
2020
Q1 | $342K | Hold |
1,443
| – | – | 0.13% | 59 |
|
|
2019
Q4 | $395K | Buy |
+1,443
| New | +$395K | 0.12% | 63 |
|