Marquette 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 | $79.6K | Sell |
255
-40
| -14% | -$12.5K | 0.01% | 77 |
|
|
2025
Q1 | $155K | Sell |
295
-3
| -1% | -$1.57K | 0.03% | 65 |
|
|
2024
Q4 | $151K | Sell |
298
-878
| -75% | -$444K | 0.02% | 104 |
|
|
2024
Q3 | $688K | Sell |
1,176
-102
| -8% | -$59.6K | 0.11% | 37 |
|
|
2024
Q2 | $651K | Sell |
1,278
-39
| -3% | -$19.9K | 0.11% | 37 |
|
|
2024
Q1 | $652K | Sell |
1,317
-13
| -1% | -$6.43K | 0.11% | 34 |
|
|
2023
Q4 | $700K | Sell |
1,330
-71
| -5% | -$37.4K | 0.13% | 34 |
|
|
2023
Q3 | $706K | Buy |
1,401
+8
| +0.6% | +$4.03K | 0.17% | 31 |
|
|
2023
Q2 | $670K | Buy |
1,393
+115
| +9% | +$55.3K | 0.17% | 36 |
|
|
2023
Q1 | $604K | Hold |
1,278
| – | – | 0.16% | 38 |
|
|
2022
Q4 | $678K | Sell |
1,278
-300
| -19% | -$159K | 0.2% | 35 |
|
|
2022
Q3 | $797K | Sell |
1,578
-3
| -0.2% | -$1.52K | 0.25% | 31 |
|
|
2022
Q2 | $812K | Sell |
1,581
-155
| -9% | -$79.6K | 0.23% | 40 |
|
|
2022
Q1 | $885K | Buy |
1,736
+212
| +14% | +$108K | 0.21% | 46 |
|
|
2021
Q4 | $765K | Sell |
1,524
-14
| -0.9% | -$7.03K | 0.16% | 48 |
|
|
2021
Q3 | $601K | Buy |
1,538
+14
| +0.9% | +$5.47K | 0.14% | 49 |
|
|
2021
Q2 | $610K | Hold |
1,524
| – | – | 0.13% | 48 |
|
|
2021
Q1 | $567K | Hold |
1,524
| – | – | 0.14% | 48 |
|
|
2020
Q4 | $534K | Hold |
1,524
| – | – | 0.12% | 50 |
|
|
2020
Q3 | $475K | Hold |
1,524
| – | – | 0.13% | 46 |
|
|
2020
Q2 | $450K | Hold |
1,524
| – | – | 0.15% | 43 |
|
|
2020
Q1 | $380K | Sell |
1,524
-25
| -2% | -$6.23K | 0.16% | 41 |
|
|
2019
Q4 | $455K | Hold |
1,549
| – | – | 0.15% | 47 |
|
|
2019
Q3 | $337K | Buy |
1,549
+25
| +2% | +$5.44K | 0.11% | 56 |
|
|
2019
Q2 | $372K | Hold |
1,524
| – | – | 0.13% | 53 |
|
|
2019
Q1 | $377K | Buy |
1,524
+500
| +49% | +$124K | 0.13% | 52 |
|
|
2018
Q4 | $255K | Hold |
1,024
| – | – | 0.1% | 74 |
|
|
2018
Q3 | $272K | Buy |
+1,024
| New | +$272K | 0.09% | 82 |
|