Meritage Portfolio 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 | $913K | Sell |
2,926
-13
| -0.4% | -$4.06K | 0.06% | 198 |
|
|
2025
Q1 | $1.54M | Sell |
2,939
-316
| -10% | -$166K | 0.1% | 172 |
|
|
2024
Q4 | $1.65M | Sell |
3,255
-7,977
| -71% | -$4.04M | 0.1% | 172 |
|
|
2024
Q3 | $6.57M | Sell |
11,232
-3,527
| -24% | -$2.06M | 0.4% | 69 |
|
|
2024
Q2 | $7.52M | Sell |
14,759
-139
| -0.9% | -$70.8K | 0.47% | 58 |
|
|
2024
Q1 | $7.37M | Sell |
14,898
-950
| -6% | -$470K | 0.47% | 57 |
|
|
2023
Q4 | $8.34M | Buy |
15,848
+988
| +7% | +$520K | 0.55% | 43 |
|
|
2023
Q3 | $7.49M | Sell |
14,860
-369
| -2% | -$186K | 0.55% | 49 |
|
|
2023
Q2 | $7.32M | Sell |
15,229
-895
| -6% | -$430K | 0.52% | 53 |
|
|
2023
Q1 | $7.62M | Sell |
16,124
-4
| -0% | -$1.89K | 0.57% | 46 |
|
|
2022
Q4 | $8.55M | Sell |
16,128
-262
| -2% | -$139K | 0.67% | 34 |
|
|
2022
Q3 | $8.28M | Sell |
16,390
-549
| -3% | -$277K | 0.69% | 30 |
|
|
2022
Q2 | $8.7M | Buy |
16,939
+298
| +2% | +$153K | 0.68% | 33 |
|
|
2022
Q1 | $8.49M | Buy |
16,641
+226
| +1% | +$115K | 0.53% | 53 |
|
|
2021
Q4 | $8.24M | Sell |
16,415
-57
| -0.3% | -$28.6K | 0.47% | 57 |
|
|
2021
Q3 | $6.44M | Buy |
16,472
+101
| +0.6% | +$39.5K | 0.39% | 68 |
|
|
2021
Q2 | $6.56M | Buy |
16,371
+489
| +3% | +$196K | 0.4% | 70 |
|
|
2021
Q1 | $5.91M | Buy |
15,882
+2,566
| +19% | +$955K | 0.39% | 69 |
|
|
2020
Q4 | $4.67M | Buy |
13,316
+720
| +6% | +$253K | 0.34% | 62 |
|
|
2020
Q3 | $3.93M | Buy |
12,596
+113
| +0.9% | +$35.2K | 0.35% | 62 |
|
|
2020
Q2 | $3.68M | Sell |
12,483
-553
| -4% | -$163K | 0.35% | 69 |
|
|
2020
Q1 | $3.25M | Sell |
13,036
-885
| -6% | -$221K | 0.44% | 65 |
|
|
2019
Q4 | $4.09M | Sell |
13,921
-633
| -4% | -$186K | 0.36% | 89 |
|
|
2019
Q3 | $3.16M | Sell |
14,554
-3,775
| -21% | -$820K | 0.3% | 102 |
|
|
2019
Q2 | $4.47M | Sell |
18,329
-2,090
| -10% | -$510K | 0.46% | 79 |
|
|
2019
Q1 | $5.05M | Sell |
20,419
-827
| -4% | -$204K | 0.51% | 73 |
|
|
2018
Q4 | $5.29M | Sell |
21,246
-569
| -3% | -$142K | 0.6% | 52 |
|
|
2018
Q3 | $5.8M | Sell |
21,815
-336
| -2% | -$89.4K | 0.53% | 70 |
|
|
2018
Q2 | $5.44M | Sell |
22,151
-1,037
| -4% | -$254K | 0.53% | 75 |
|
|
2018
Q1 | $4.96M | Sell |
23,188
-213
| -0.9% | -$45.6K | 0.48% | 87 |
|
|
2017
Q4 | $5.16M | Sell |
23,401
-13,953
| -37% | -$3.08M | 0.49% | 91 |
|
|
2017
Q3 | $7.32M | Buy |
37,354
+526
| +1% | +$103K | 0.72% | 33 |
|
|
2017
Q2 | $6.83M | Sell |
36,828
-711
| -2% | -$132K | 0.7% | 37 |
|
|
2017
Q1 | $6.16M | Buy |
37,539
+603
| +2% | +$98.9K | 0.65% | 48 |
|
|
2016
Q4 | $5.91M | Sell |
36,936
-1,410
| -4% | -$226K | 0.65% | 56 |
|
|
2016
Q3 | $5.37M | Sell |
38,346
-1,418
| -4% | -$199K | 0.59% | 68 |
|
|
2016
Q2 | $5.62M | Sell |
39,764
-1,120
| -3% | -$158K | 0.63% | 52 |
|
|
2016
Q1 | $5.27M | Sell |
40,884
-460
| -1% | -$59.3K | 0.6% | 68 |
|
|
2015
Q4 | $4.86M | Sell |
41,344
-50
| -0.1% | -$5.88K | 0.55% | 81 |
|
|
2015
Q3 | $4.8M | Sell |
41,394
-12,441
| -23% | -$1.44M | 0.56% | 78 |
|
|
2015
Q2 | $6.57M | Sell |
53,835
-515
| -0.9% | -$62.8K | 0.69% | 32 |
|
|
2015
Q1 | $6.43M | Buy |
54,350
+120
| +0.2% | +$14.2K | 0.65% | 46 |
|
|
2014
Q4 | $5.48M | Sell |
54,230
-1,195
| -2% | -$121K | 0.58% | 65 |
|
|
2014
Q3 | $4.78M | Sell |
55,425
-725
| -1% | -$62.5K | 0.54% | 85 |
|
|
2014
Q2 | $4.59M | Buy |
56,150
+860
| +2% | +$70.3K | 0.5% | 102 |
|
|
2014
Q1 | $4.53M | Buy |
55,290
+1,205
| +2% | +$98.8K | 0.54% | 81 |
|
|
2013
Q4 | $4.07M | Sell |
54,085
-2,453
| -4% | -$185K | 0.5% | 105 |
|
|
2013
Q3 | $4.05M | Buy |
56,538
+68
| +0.1% | +$4.87K | 0.52% | 96 |
|
|
2013
Q2 | $3.7M | Buy |
+56,470
| New | +$3.7M | 0.53% | 88 |
|