Means Investment Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
4,321
-1,995
| -32% | -$622K | 0.13% | 79 |
|
|
2025
Q1 | $3.31M | Buy |
6,316
+1,454
| +30% | +$762K | 0.35% | 43 |
|
|
2024
Q4 | $2.46M | Buy |
4,862
+262
| +6% | +$133K | 0.26% | 54 |
|
|
2024
Q3 | $2.69M | Sell |
4,600
-29
| -0.6% | -$17K | 0.3% | 50 |
|
|
2024
Q2 | $2.36M | Sell |
4,629
-727
| -14% | -$370K | 0.28% | 52 |
|
|
2024
Q1 | $2.65M | Sell |
5,356
-184
| -3% | -$91K | 0.34% | 48 |
|
|
2023
Q4 | $2.92M | Sell |
5,540
-162
| -3% | -$85.3K | 0.42% | 44 |
|
|
2023
Q3 | $2.88M | Buy |
5,702
+352
| +7% | +$177K | 0.47% | 45 |
|
|
2023
Q2 | $2.57M | Buy |
5,350
+53
| +1% | +$25.5K | 0.41% | 48 |
|
|
2023
Q1 | $2.5M | Buy |
5,297
+8
| +0.2% | +$3.78K | 0.44% | 47 |
|
|
2022
Q4 | $2.8M | Buy |
5,289
+266
| +5% | +$141K | 0.56% | 42 |
|
|
2022
Q3 | $2.54M | Buy |
5,023
+15
| +0.3% | +$7.58K | 0.55% | 39 |
|
|
2022
Q2 | $2.57M | Buy |
5,008
+81
| +2% | +$41.6K | 0.55% | 37 |
|
|
2022
Q1 | $2.51M | Buy |
4,927
+248
| +5% | +$126K | 0.45% | 46 |
|
|
2021
Q4 | $2.35M | Buy |
4,679
+43
| +0.9% | +$21.6K | 0.42% | 50 |
|
|
2021
Q3 | $1.81M | Buy |
4,636
+32
| +0.7% | +$12.5K | 0.36% | 57 |
|
|
2021
Q2 | $1.84M | Buy |
4,604
+517
| +13% | +$207K | 0.37% | 54 |
|
|
2021
Q1 | $1.52M | Buy |
4,087
+137
| +3% | +$51K | 0.35% | 59 |
|
|
2020
Q4 | $1.32M | Buy |
3,950
+353
| +10% | +$118K | 0.3% | 64 |
|
|
2020
Q3 | $1.25M | Buy |
3,597
+385
| +12% | +$134K | 0.34% | 57 |
|
|
2020
Q2 | $1.01M | Buy |
3,212
+264
| +9% | +$83.3K | 0.32% | 61 |
|
|
2020
Q1 | $817K | Buy |
2,948
+219
| +8% | +$60.7K | 0.32% | 63 |
|
|
2019
Q4 | $815K | Buy |
2,729
+151
| +6% | +$45.1K | 0.27% | 70 |
|
|
2019
Q3 | $648K | Sell |
2,578
-75
| -3% | -$18.9K | 0.24% | 74 |
|
|
2019
Q2 | $653K | Buy |
2,653
+94
| +4% | +$23.1K | 0.27% | 73 |
|
|
2019
Q1 | $633K | Buy |
2,559
+353
| +16% | +$87.3K | 0.28% | 74 |
|
|
2018
Q4 | $549K | Buy |
+2,206
| New | +$549K | 0.3% | 73 |
|