MCF 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 | $721K | Sell |
2,312
-91
| -4% | -$28.4K | 0.05% | 114 |
|
|
2025
Q1 | $1.26M | Sell |
2,403
-175
| -7% | -$91.7K | 0.09% | 76 |
|
|
2024
Q4 | $1.3M | Buy |
2,578
+20
| +0.8% | +$10.1K | 0.09% | 74 |
|
|
2024
Q3 | $1.5M | Sell |
2,558
-23
| -0.9% | -$13.4K | 0.1% | 66 |
|
|
2024
Q2 | $1.31M | Buy |
2,581
+82
| +3% | +$41.8K | 0.1% | 71 |
|
|
2024
Q1 | $1.24M | Sell |
2,499
-83
| -3% | -$41.1K | 0.1% | 74 |
|
|
2023
Q4 | $1.36M | Buy |
2,582
+55
| +2% | +$29K | 0.11% | 68 |
|
|
2023
Q3 | $1.27M | Buy |
2,527
+29
| +1% | +$14.6K | 0.11% | 66 |
|
|
2023
Q2 | $1.2M | Buy |
2,498
+210
| +9% | +$101K | 0.11% | 62 |
|
|
2023
Q1 | $1.08M | Buy |
2,288
+184
| +9% | +$87K | 0.1% | 67 |
|
|
2022
Q4 | $1.12M | Buy |
2,104
+38
| +2% | +$20.1K | 0.11% | 63 |
|
|
2022
Q3 | $1.04M | Buy |
2,066
+93
| +5% | +$47K | 0.12% | 63 |
|
|
2022
Q2 | $1.01M | Buy |
1,973
+194
| +11% | +$99.6K | 0.11% | 56 |
|
|
2022
Q1 | $907K | Buy |
+1,779
| New | +$907K | 0.09% | 69 |
|
|
2021
Q4 | – | Sell |
-1,776
| Closed | -$694K | – | 638 |
|
|
2021
Q3 | $694K | Sell |
1,776
-20
| -1% | -$7.82K | 0.07% | 79 |
|
|
2021
Q2 | $719K | Buy |
1,796
+122
| +7% | +$48.8K | 0.07% | 74 |
|
|
2021
Q1 | $623K | Buy |
1,674
+313
| +23% | +$116K | 0.07% | 72 |
|
|
2020
Q4 | $477K | Sell |
1,361
-160
| -11% | -$56.1K | 0.06% | 82 |
|
|
2020
Q3 | $474K | Buy |
1,521
+281
| +23% | +$87.6K | 0.06% | 76 |
|
|
2020
Q2 | $366K | Hold |
1,240
| – | – | 0.05% | 94 |
|
|
2020
Q1 | $309K | Sell |
1,240
-63
| -5% | -$15.7K | 0.05% | 103 |
|
|
2019
Q4 | $383K | Sell |
1,303
-85
| -6% | -$25K | 0.06% | 96 |
|
|
2019
Q3 | $302K | Hold |
1,388
| – | – | 0.05% | 116 |
|
|
2019
Q2 | $339K | Buy |
1,388
+423
| +44% | +$103K | 0.06% | 105 |
|
|
2019
Q1 | $239K | Hold |
965
| – | – | 0.04% | 127 |
|
|
2018
Q4 | $240K | Hold |
965
| – | – | 0.05% | 116 |
|
|
2018
Q3 | $257K | Hold |
965
| – | – | 0.04% | 109 |
|
|
2018
Q2 | $237K | Hold |
965
| – | – | 0.05% | 112 |
|
|
2018
Q1 | $207K | Sell |
965
-95
| -9% | -$20.4K | 0.04% | 116 |
|
|
2017
Q4 | $234K | Hold |
1,060
| – | – | 0.04% | 104 |
|
|
2017
Q3 | $208K | Sell |
1,060
-115
| -10% | -$22.6K | 0.04% | 108 |
|
|
2017
Q2 | $218K | Sell |
1,175
-39
| -3% | -$7.24K | 0.04% | 94 |
|
|
2017
Q1 | $199K | Buy |
1,214
+432
| +55% | +$70.8K | 0.04% | 102 |
|
|
2016
Q4 | $125K | Sell |
782
-37
| -5% | -$5.91K | 0.03% | 132 |
|
|
2016
Q3 | $115K | Sell |
819
-902
| -52% | -$127K | 0.03% | 136 |
|
|
2016
Q2 | $243K | Buy |
1,721
+763
| +80% | +$108K | 0.06% | 83 |
|
|
2016
Q1 | $123K | Buy |
958
+726
| +313% | +$93.2K | 0.03% | 121 |
|
|
2015
Q4 | $27K | Sell |
232
-813
| -78% | -$94.6K | 0.01% | 241 |
|
|
2015
Q3 | $121K | Buy |
1,045
+945
| +945% | +$109K | 0.03% | 127 |
|
|
2015
Q2 | $12K | Hold |
100
| – | – | ﹤0.01% | 313 |
|
|
2015
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 311 |
|
|
2014
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 311 |
|
|
2014
Q3 | $8K | Sell |
100
-200
| -67% | -$16K | ﹤0.01% | 337 |
|
|
2014
Q2 | $25K | Buy |
300
+200
| +200% | +$16.7K | 0.01% | 229 |
|
|
2014
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 329 |
|
|
2013
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 302 |
|
|
2013
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 295 |
|