MS
Marshall & Sullivan’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Buy |
11,931
+16
| +0.1% | +$4.99K | 1.79% | 25 |
|
|
2025
Q1 | $6.24M | Sell |
11,915
-77
| -0.6% | -$40.3K | 3.17% | 13 |
|
|
2024
Q4 | $6.07M | Buy |
11,992
+10
| +0.1% | +$5.06K | 2.96% | 14 |
|
|
2024
Q3 | $7.01M | Sell |
11,982
-218
| -2% | -$127K | 3.36% | 11 |
|
|
2024
Q2 | $6.21M | Sell |
12,200
-176
| -1% | -$89.6K | 3.1% | 13 |
|
|
2024
Q1 | $6.12M | Sell |
12,376
-84
| -0.7% | -$41.6K | 3.03% | 12 |
|
|
2023
Q4 | $6.56M | Sell |
12,460
-419
| -3% | -$221K | 3.47% | 6 |
|
|
2023
Q3 | $6.49M | Sell |
12,879
-148
| -1% | -$74.6K | 3.78% | 5 |
|
|
2023
Q2 | $6.26M | Sell |
13,027
-26
| -0.2% | -$12.5K | 3.5% | 8 |
|
|
2023
Q1 | $6.17M | Sell |
13,053
-464
| -3% | -$219K | 3.74% | 6 |
|
|
2022
Q4 | $7.17M | Sell |
13,517
-1,178
| -8% | -$625K | 4.49% | 3 |
|
|
2022
Q3 | $7.42M | Sell |
14,695
-186
| -1% | -$93.9K | 5.13% | 3 |
|
|
2022
Q2 | $7.64M | Sell |
14,881
-144
| -1% | -$74K | 4.65% | 3 |
|
|
2022
Q1 | $7.66M | Sell |
15,025
-885
| -6% | -$451K | 4.27% | 3 |
|
|
2021
Q4 | $7.99M | Sell |
15,910
-41
| -0.3% | -$20.6K | 3.85% | 7 |
|
|
2021
Q3 | $6.23M | Buy |
15,951
+253
| +2% | +$98.8K | 3.25% | 11 |
|
|
2021
Q2 | $6.29M | Buy |
15,698
+47
| +0.3% | +$18.8K | 3.49% | 10 |
|
|
2021
Q1 | $5.82M | Buy |
15,651
+10,245
| +190% | +$3.81M | 3.51% | 10 |
|
|
2020
Q4 | $15.4K | Sell |
5,406
-9,961
| -65% | -$28.4K | 1.53% | 21 |
|
|
2020
Q3 | $4.79M | Buy |
15,367
+88
| +0.6% | +$27.4K | 3.23% | 13 |
|
|
2020
Q2 | $4.51M | Sell |
15,279
-78
| -0.5% | -$23K | 3.3% | 13 |
|
|
2020
Q1 | $3.83M | Sell |
15,357
-1,128
| -7% | -$281K | 3.4% | 13 |
|
|
2019
Q4 | $4.85M | Buy |
16,485
+47
| +0.3% | +$13.8K | 3.32% | 12 |
|
|
2019
Q3 | $3.57M | Buy |
16,438
+60
| +0.4% | +$13K | 2.62% | 20 |
|
|
2019
Q2 | $4M | Buy |
16,378
+5
| +0% | +$1.22K | 2.82% | 15 |
|
|
2019
Q1 | $4.05M | Buy |
16,373
+453
| +3% | +$112K | 2.98% | 14 |
|
|
2018
Q4 | $3.97M | Sell |
15,920
-215
| -1% | -$53.6K | 3.45% | 10 |
|
|
2018
Q3 | $4.29M | Buy |
16,135
+182
| +1% | +$48.4K | 3.12% | 11 |
|
|
2018
Q2 | $3.91M | Buy |
15,953
+299
| +2% | +$73.4K | 3.62% | 10 |
|
|
2018
Q1 | $3.35M | Buy |
+15,654
| New | +$3.35M | 2.72% | 15 |
|