Middleton & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-26,725
| Closed | -$8.34M | – | 169 |
|
|
2025
Q2 | $8.34M | Sell |
26,725
-261
| -1% | -$99.8K | 0.94% | 37 |
|
|
2025
Q1 | $14.1M | Sell |
26,986
-829
| -3% | -$424K | 1.65% | 18 |
|
|
2024
Q4 | $14.1M | Sell |
27,815
-802
| -3% | -$456K | 1.55% | 19 |
|
|
2024
Q3 | $16.7M | Sell |
28,617
-89
| -0.3% | -$50.3K | 1.85% | 16 |
|
|
2024
Q2 | $14.6M | Sell |
28,706
-743
| -3% | -$364K | 1.7% | 20 |
|
|
2024
Q1 | $14.6M | Buy |
29,449
+384
| +1% | +$195K | 1.68% | 21 |
|
|
2023
Q4 | $15.3M | Sell |
29,065
-448
| -2% | -$239K | 1.91% | 14 |
|
|
2023
Q3 | $14.9M | Buy |
29,513
+378
| +1% | +$186K | 2.06% | 10 |
|
|
2023
Q2 | $14M | Buy |
29,135
+151
| +0.5% | +$73.8K | 1.86% | 11 |
|
|
2023
Q1 | $13.7M | Sell |
28,984
-13
| -0% | -$6.27K | 1.97% | 12 |
|
|
2022
Q4 | $15.4M | Sell |
28,997
-1,162
| -4% | -$616K | 2.28% | 9 |
|
|
2022
Q3 | $15.2M | Sell |
30,159
-5,049
| -14% | -$2.65M | 2.32% | 9 |
|
|
2022
Q2 | $18.1M | Sell |
35,208
-1,068
| -3% | -$536K | 2.32% | 8 |
|
|
2022
Q1 | $18.5M | Sell |
36,276
-220
| -0.6% | -$106K | 1.97% | 13 |
|
|
2021
Q4 | $18.3M | Sell |
36,496
-3,289
| -8% | -$1.49M | 1.79% | 15 |
|
|
2021
Q3 | $15.5M | Sell |
39,785
-277
| -0.7% | -$115K | 1.66% | 17 |
|
|
2021
Q2 | $16M | Sell |
40,062
-3,294
| -8% | -$1.31M | 1.74% | 15 |
|
|
2021
Q1 | $16.1M | Sell |
43,356
-1,020
| -2% | -$353K | 1.82% | 14 |
|
|
2020
Q4 | $15.6M | Buy |
44,376
+207
| +0.5% | +$69.4K | 1.84% | 15 |
|
|
2020
Q3 | $13.8M | Buy |
44,169
+814
| +2% | +$250K | 1.82% | 14 |
|
|
2020
Q2 | $12.8M | Buy |
43,355
+129
| +0.3% | +$37K | 1.84% | 15 |
|
|
2020
Q1 | $10.8M | Buy |
43,226
+375
| +0.9% | +$103K | 1.89% | 15 |
|
|
2019
Q4 | $12.6M | Buy |
42,851
+1,083
| +3% | +$283K | 1.79% | 16 |
|
|
2019
Q3 | $9.08M | Buy |
41,768
+3,635
| +10% | +$877K | 1.4% | 28 |
|
|
2019
Q2 | $9.3M | Sell |
38,133
-150
| -0.4% | -$36.1K | 1.44% | 27 |
|
|
2019
Q1 | $9.47M | Buy |
38,283
+631
| +2% | +$161K | 1.52% | 22 |
|
|
2018
Q4 | $9.38M | Buy |
37,652
+5,976
| +19% | +$1.58M | 1.73% | 18 |
|
|
2018
Q3 | $8.43M | Buy |
31,676
+4,703
| +17% | +$1.22M | 1.31% | 27 |
|
|
2018
Q2 | $6.62M | Buy |
26,973
+1,720
| +7% | +$413K | 1.13% | 35 |
|
|
2018
Q1 | $5.4M | Sell |
25,253
-899
| -3% | -$205K | 0.97% | 40 |
|
|
2017
Q4 | $5.76M | Buy |
26,152
+7,369
| +39% | +$1.56M | 0.97% | 39 |
|
|
2017
Q3 | $3.68M | Buy |
18,783
+3,978
| +27% | +$769K | 0.66% | 52 |
|
|
2017
Q2 | $2.75M | Buy |
+14,805
| New | +$2.6M | 0.58% | 62 |
|
|
2015
Q4 | – | Sell |
-2,241
| Closed | -$260K | – | 162 |
|
|
2015
Q3 | $260K | Buy |
2,241
+491
| +28% | +$58.8K | 0.06% | 139 |
|
|
2015
Q2 | $214K | Hold |
1,750
| – | – | 0.05% | 150 |
|
|
2015
Q1 | $207K | Sell |
1,750
-5,025
| -74% | -$558K | 0.05% | 153 |
|
|
2014
Q4 | $685K | Sell |
6,775
-2,390
| -26% | -$227K | 0.15% | 107 |
|
|
2014
Q3 | $790K | Hold |
9,165
| – | – | 0.19% | 98 |
|
|
2014
Q2 | $749K | Buy |
9,165
+400
| +5% | +$31.5K | 0.17% | 103 |
|
|
2014
Q1 | $719K | Hold |
8,765
| – | – | 0.17% | 101 |
|
|
2013
Q4 | $660K | Hold |
8,765
| – | – | 0.17% | 89 |
|
|
2013
Q3 | $628K | Buy |
+8,765
| New | +$627K | 0.17% | 96 |
|
Other funds holding UNH
