Moors & Cabot’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
6,629
-1,139
| -15% | -$355K | 0.1% | 196 |
|
|
2025
Q1 | $4.07M | Sell |
7,768
-461
| -6% | -$241K | 0.21% | 102 |
|
|
2024
Q4 | $4.16M | Buy |
8,229
+625
| +8% | +$316K | 0.2% | 101 |
|
|
2024
Q3 | $4.45M | Sell |
7,604
-198
| -3% | -$116K | 0.22% | 93 |
|
|
2024
Q2 | $3.97M | Sell |
7,802
-233
| -3% | -$119K | 0.21% | 97 |
|
|
2024
Q1 | $3.98M | Sell |
8,035
-803
| -9% | -$397K | 0.22% | 99 |
|
|
2023
Q4 | $4.65M | Buy |
8,838
+344
| +4% | +$181K | 0.29% | 82 |
|
|
2023
Q3 | $4.28M | Buy |
8,494
+260
| +3% | +$131K | 0.29% | 77 |
|
|
2023
Q2 | $3.96M | Buy |
8,234
+17
| +0.2% | +$8.17K | 0.26% | 90 |
|
|
2023
Q1 | $3.88M | Sell |
8,217
-1,515
| -16% | -$716K | 0.27% | 91 |
|
|
2022
Q4 | $5.16M | Sell |
9,732
-494
| -5% | -$262K | 0.36% | 60 |
|
|
2022
Q3 | $5.17M | Sell |
10,226
-185
| -2% | -$93.4K | 0.39% | 51 |
|
|
2022
Q2 | $5.35M | Sell |
10,411
-55
| -0.5% | -$28.2K | 0.38% | 56 |
|
|
2022
Q1 | $5.34M | Sell |
10,466
-42
| -0.4% | -$21.4K | 0.33% | 71 |
|
|
2021
Q4 | $5.28M | Buy |
10,508
+389
| +4% | +$195K | 0.32% | 68 |
|
|
2021
Q3 | $3.96M | Buy |
10,119
+21
| +0.2% | +$8.21K | 0.25% | 87 |
|
|
2021
Q2 | $4.04M | Sell |
10,098
-89
| -0.9% | -$35.6K | 0.28% | 81 |
|
|
2021
Q1 | $3.79M | Sell |
10,187
-417
| -4% | -$155K | 0.29% | 80 |
|
|
2020
Q4 | $3.73M | Sell |
10,604
-6,693
| -39% | -$2.35M | 0.31% | 76 |
|
|
2020
Q3 | $5.39M | Sell |
17,297
-68
| -0.4% | -$21.2K | 0.51% | 45 |
|
|
2020
Q2 | $5.1M | Buy |
17,365
+1,410
| +9% | +$414K | 0.54% | 41 |
|
|
2020
Q1 | $3.98M | Buy |
15,955
+6,220
| +64% | +$1.55M | 0.58% | 40 |
|
|
2019
Q4 | $2.87M | Sell |
9,735
-6,822
| -41% | -$2.01M | 0.29% | 86 |
|
|
2019
Q3 | $3.61M | Buy |
16,557
+10,764
| +186% | +$2.34M | 0.4% | 63 |
|
|
2019
Q2 | $1.41M | Sell |
5,793
-144
| -2% | -$35K | 0.18% | 136 |
|
|
2019
Q1 | $1.46M | Buy |
5,937
+1,398
| +31% | +$344K | 0.2% | 126 |
|
|
2018
Q4 | $1.13M | Buy |
4,539
+505
| +13% | +$126K | 0.18% | 139 |
|
|
2018
Q3 | $1.07M | Buy |
4,034
+272
| +7% | +$72.3K | 0.13% | 182 |
|
|
2018
Q2 | $923K | Buy |
3,762
+977
| +35% | +$240K | 0.12% | 185 |
|
|
2018
Q1 | $596K | Sell |
2,785
-72
| -3% | -$15.4K | 0.08% | 285 |
|
|
2017
Q4 | $631K | Sell |
2,857
-43
| -1% | -$9.5K | 0.08% | 274 |
|
|
2017
Q3 | $567K | Buy |
2,900
+316
| +12% | +$61.8K | 0.08% | 281 |
|
|
2017
Q2 | $480K | Sell |
2,584
-644
| -20% | -$120K | 0.08% | 298 |
|
|
2017
Q1 | $531K | Sell |
3,228
-2,014
| -38% | -$331K | 0.09% | 266 |
|
|
2016
Q4 | $838K | Sell |
5,242
-643
| -11% | -$103K | 0.14% | 176 |
|
|
2016
Q3 | $826K | Sell |
5,885
-448
| -7% | -$62.9K | 0.14% | 182 |
|
|
2016
Q2 | $893K | Sell |
6,333
-54
| -0.8% | -$7.61K | 0.16% | 162 |
|
|
2016
Q1 | $824K | Buy |
6,387
+127
| +2% | +$16.4K | 0.15% | 174 |
|
|
2015
Q4 | $743K | Sell |
6,260
-2,458
| -28% | -$292K | 0.14% | 189 |
|
|
2015
Q3 | $1.01M | Sell |
8,718
-1,138
| -12% | -$132K | 0.19% | 141 |
|
|
2015
Q2 | $1.2M | Buy |
9,856
+1,802
| +22% | +$219K | 0.19% | 129 |
|
|
2015
Q1 | $954K | Buy |
8,054
+494
| +7% | +$58.5K | 0.16% | 155 |
|
|
2014
Q4 | $763K | Sell |
7,560
-1,062
| -12% | -$107K | 0.13% | 185 |
|
|
2014
Q3 | $744K | Sell |
8,622
-134
| -2% | -$11.6K | 0.13% | 184 |
|
|
2014
Q2 | $715K | Buy |
8,756
+5,362
| +158% | +$438K | 0.12% | 191 |
|
|
2014
Q1 | $278K | Buy |
+3,394
| New | +$278K | 0.07% | 288 |
|