Moneta Group Investment 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 | $6.64M | Buy |
21,268
+1,137
| +6% | +$355K | 0.08% | 120 |
|
|
2025
Q1 | $10.5M | Sell |
20,131
-2,328
| -10% | -$1.22M | 0.15% | 92 |
|
|
2024
Q4 | $11.4M | Sell |
22,459
-730
| -3% | -$369K | 0.16% | 81 |
|
|
2024
Q3 | $13.6M | Sell |
23,189
-1,054
| -4% | -$616K | 0.2% | 70 |
|
|
2024
Q2 | $12.3M | Buy |
24,243
+2,840
| +13% | +$1.45M | 0.2% | 69 |
|
|
2024
Q1 | $10.6M | Buy |
21,403
+1,487
| +7% | +$736K | 0.17% | 81 |
|
|
2023
Q4 | $10.5M | Buy |
19,916
+2,285
| +13% | +$1.2M | 0.21% | 71 |
|
|
2023
Q3 | $8.89M | Buy |
17,631
+685
| +4% | +$345K | 0.2% | 71 |
|
|
2023
Q2 | $8.14M | Buy |
16,946
+2,109
| +14% | +$1.01M | 0.18% | 75 |
|
|
2023
Q1 | $7.01M | Buy |
14,837
+1,397
| +10% | +$660K | 0.17% | 81 |
|
|
2022
Q4 | $6.71M | Buy |
13,440
+1,637
| +14% | +$817K | 0.18% | 81 |
|
|
2022
Q3 | $5.96M | Sell |
11,803
-359
| -3% | -$181K | 0.23% | 81 |
|
|
2022
Q2 | $6.25M | Buy |
12,162
+861
| +8% | +$442K | 0.21% | 83 |
|
|
2022
Q1 | $5.76M | Buy |
11,301
+635
| +6% | +$324K | 0.23% | 77 |
|
|
2021
Q4 | $5.36M | Buy |
10,666
+534
| +5% | +$268K | 0.22% | 77 |
|
|
2021
Q3 | $3.96M | Buy |
10,132
+340
| +3% | +$133K | 0.18% | 85 |
|
|
2021
Q2 | $3.92M | Sell |
9,792
-144
| -1% | -$57.7K | 0.18% | 92 |
|
|
2021
Q1 | $3.7M | Buy |
9,936
+1,581
| +19% | +$588K | 0.2% | 86 |
|
|
2020
Q4 | $2.93M | Buy |
8,355
+1,199
| +17% | +$420K | 0.21% | 82 |
|
|
2020
Q3 | $2.23M | Sell |
7,156
-483
| -6% | -$151K | 0.19% | 84 |
|
|
2020
Q2 | $2.25M | Buy |
7,639
+241
| +3% | +$71.1K | 0.21% | 77 |
|
|
2020
Q1 | $1.85M | Buy |
7,398
+632
| +9% | +$158K | 0.19% | 79 |
|
|
2019
Q4 | $1.99M | Buy |
6,766
+16
| +0.2% | +$4.7K | 0.17% | 90 |
|
|
2019
Q3 | $1.47M | Buy |
6,750
+136
| +2% | +$29.6K | 0.14% | 97 |
|
|
2019
Q2 | $1.61M | Sell |
6,614
-249
| -4% | -$60.8K | 0.16% | 88 |
|
|
2019
Q1 | $1.7M | Sell |
6,863
-106
| -2% | -$26.2K | 0.18% | 82 |
|
|
2018
Q4 | $1.74M | Buy |
6,969
+328
| +5% | +$81.7K | 0.21% | 76 |
|
|
2018
Q3 | $1.77M | Buy |
6,641
+164
| +3% | +$43.6K | 0.18% | 82 |
|
|
2018
Q2 | $1.59M | Buy |
6,477
+1,534
| +31% | +$376K | 0.18% | 75 |
|
|
2018
Q1 | $1.06M | Buy |
4,943
+409
| +9% | +$87.5K | 0.14% | 77 |
|
|
2017
Q4 | $1M | Sell |
4,534
-25
| -0.5% | -$5.51K | 0.15% | 70 |
|
|
2017
Q3 | $893K | Sell |
4,559
-621
| -12% | -$122K | 0.14% | 74 |
|
|
2017
Q2 | $960K | Sell |
5,180
-125
| -2% | -$23.2K | 0.16% | 83 |
|
|
2017
Q1 | $870K | Sell |
5,305
-121
| -2% | -$19.8K | 0.17% | 57 |
|
|
2016
Q4 | $868K | Buy |
5,426
+2,314
| +74% | +$370K | 0.18% | 55 |
|
|
2016
Q3 | $436K | Hold |
3,112
| – | – | 0.1% | 85 |
|
|
2016
Q2 | $439K | Sell |
3,112
-1,075
| -26% | -$152K | 0.1% | 115 |
|
|
2016
Q1 | $540K | Hold |
4,187
| – | – | 0.12% | 100 |
|
|
2015
Q4 | $493K | Sell |
4,187
-325
| -7% | -$38.3K | 0.12% | 79 |
|
|
2015
Q3 | $523K | Buy |
4,512
+1,075
| +31% | +$125K | 0.15% | 74 |
|
|
2015
Q2 | $419K | Sell |
3,437
-210
| -6% | -$25.6K | 0.13% | 86 |
|
|
2015
Q1 | $431K | Buy |
+3,647
| New | +$431K | 0.18% | 97 |
|