Mizuho Securities USA’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19.6M | Sell |
62,694
-10,993
| -15% | -$3.43M | 0.42% | 35 |
|
2025
Q1 | $38.6M | Sell |
73,687
-13,535
| -16% | -$7.09M | 0.83% | 16 |
|
2024
Q4 | $44.1M | Buy |
87,222
+27,343
| +46% | +$13.8M | 0.8% | 16 |
|
2024
Q3 | $35M | Sell |
59,879
-11,087
| -16% | -$6.48M | 0.75% | 14 |
|
2024
Q2 | $36.1M | Buy |
+70,966
| New | +$36.1M | 0.8% | 16 |
|
2022
Q3 | – | Sell |
-3,584
| Closed | -$1.84M | – | 253 |
|
2022
Q2 | $1.84M | Hold |
3,584
| – | – | 0.28% | 76 |
|
2022
Q1 | $1.83M | Sell |
3,584
-8,778
| -71% | -$4.48M | 0.26% | 116 |
|
2021
Q4 | $6.21M | Sell |
12,362
-969
| -7% | -$487K | 0.56% | 43 |
|
2021
Q3 | $5.21M | Buy |
13,331
+144
| +1% | +$56.3K | 0.53% | 45 |
|
2021
Q2 | $5.28M | Sell |
13,187
-10,659
| -45% | -$4.27M | 0.43% | 41 |
|
2021
Q1 | $8.87M | Buy |
+23,846
| New | +$8.87M | 0.85% | 13 |
|
2020
Q3 | – | Sell |
-1,910
| Closed | -$563K | – | 183 |
|
2020
Q2 | $563K | Buy |
+1,910
| New | +$563K | 0.04% | 106 |
|
2020
Q1 | – | Sell |
-5,270
| Closed | -$1.55M | – | 157 |
|
2019
Q4 | $1.55M | Buy |
+5,270
| New | +$1.55M | 0.08% | 85 |
|
2018
Q2 | – | Sell |
-8,805
| Closed | -$1.88M | – | 183 |
|
2018
Q1 | $1.88M | Sell |
8,805
-43,801
| -83% | -$9.37M | 0.12% | 48 |
|
2017
Q4 | $11.6M | Buy |
52,606
+37,299
| +244% | +$8.22M | 0.61% | 10 |
|
2017
Q3 | $3M | Buy |
+15,307
| New | +$3M | 0.15% | 42 |
|
2017
Q2 | – | Sell |
-12,500
| Closed | -$2.12M | – | 147 |
|
2017
Q1 | $2.12M | Buy |
12,500
+3,061
| +32% | +$519K | 0.12% | 39 |
|
2016
Q4 | $1.51M | Sell |
9,439
-21,375
| -69% | -$3.42M | 0.06% | 79 |
|
2016
Q3 | $4.31M | Buy |
30,814
+24,829
| +415% | +$3.48M | 0.36% | 42 |
|
2016
Q2 | $845K | Buy |
+5,985
| New | +$845K | 0.13% | 82 |
|
2015
Q3 | – | Sell |
-13,358
| Closed | -$1.63M | – | 138 |
|
2015
Q2 | $1.63M | Sell |
13,358
-74,082
| -85% | -$9.04M | 0.19% | 58 |
|
2015
Q1 | $10.3M | Sell |
87,440
-27,530
| -24% | -$3.26M | 1.34% | 12 |
|
2014
Q4 | $11.6M | Sell |
114,970
-59,023
| -34% | -$5.97M | 1.14% | 18 |
|
2014
Q3 | $15M | Buy |
+173,993
| New | +$15M | 1.76% | 17 |
|
2014
Q1 | – | Sell |
-112,611
| Closed | -$8.48M | – | 104 |
|
2013
Q4 | $8.48M | Sell |
112,611
-39,125
| -26% | -$2.95M | 0.7% | 35 |
|
2013
Q3 | $10.9M | Buy |
151,736
+6,003
| +4% | +$430K | 0.69% | 28 |
|
2013
Q2 | $9.54M | Buy |
+145,733
| New | +$9.54M | 0.47% | 29 |
|