Morse Asset 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 | $5.3M | Sell |
16,986
-21
| -0.1% | -$6.55K | 1.16% | 26 |
|
|
2025
Q1 | $8.91M | Sell |
17,007
-957
| -5% | -$501K | 2.25% | 10 |
|
|
2024
Q4 | $9.09M | Buy |
17,964
+371
| +2% | +$188K | 2.08% | 11 |
|
|
2024
Q3 | $10.3M | Sell |
17,593
-38
| -0.2% | -$22.2K | 2.22% | 9 |
|
|
2024
Q2 | $8.98M | Sell |
17,631
-891
| -5% | -$454K | 2.18% | 10 |
|
|
2024
Q1 | $9.16M | Buy |
18,522
+453
| +3% | +$224K | 2.34% | 7 |
|
|
2023
Q4 | $9.51M | Sell |
18,069
-463
| -2% | -$244K | 2.8% | 7 |
|
|
2023
Q3 | $9.34M | Buy |
18,532
+757
| +4% | +$382K | 2.96% | 7 |
|
|
2023
Q2 | $8.54M | Buy |
17,775
+380
| +2% | +$183K | 2.6% | 7 |
|
|
2023
Q1 | $8.22M | Sell |
17,395
-4,698
| -21% | -$2.22M | 2.78% | 6 |
|
|
2022
Q4 | $11.7M | Sell |
22,093
-400
| -2% | -$212K | 4.25% | 2 |
|
|
2022
Q3 | $11.4M | Sell |
22,493
-709
| -3% | -$358K | 4.29% | 3 |
|
|
2022
Q2 | $11.9M | Buy |
23,202
+1,013
| +5% | +$520K | 3.82% | 4 |
|
|
2022
Q1 | $11.3M | Sell |
22,189
-263
| -1% | -$134K | 2.81% | 5 |
|
|
2021
Q4 | $11.3M | Buy |
22,452
+115
| +0.5% | +$57.7K | 2.52% | 9 |
|
|
2021
Q3 | $8.73M | Buy |
22,337
+354
| +2% | +$138K | 2.08% | 12 |
|
|
2021
Q2 | $8.8M | Sell |
21,983
-1,665
| -7% | -$667K | 2.13% | 11 |
|
|
2021
Q1 | $8.8M | Sell |
23,648
-1,306
| -5% | -$486K | 2.26% | 9 |
|
|
2020
Q4 | $8.75M | Buy |
24,954
+716
| +3% | +$251K | 2.43% | 11 |
|
|
2020
Q3 | $7.56M | Buy |
24,238
+680
| +3% | +$212K | 2.42% | 11 |
|
|
2020
Q2 | $6.95M | Buy |
23,558
+2,897
| +14% | +$854K | 2.48% | 10 |
|
|
2020
Q1 | $5.15M | Buy |
20,661
+246
| +1% | +$61.3K | 2.46% | 12 |
|
|
2019
Q4 | $6M | Buy |
20,415
+797
| +4% | +$234K | 2.06% | 12 |
|
|
2019
Q3 | $4.26M | Sell |
19,618
-2,750
| -12% | -$598K | 1.59% | 19 |
|
|
2019
Q2 | $5.46M | Buy |
22,368
+4,540
| +25% | +$1.11M | 1.61% | 20 |
|
|
2019
Q1 | $4.41M | Sell |
17,828
-265
| -1% | -$65.5K | 1.32% | 24 |
|
|
2018
Q4 | $4.51M | Sell |
18,093
-185
| -1% | -$46.1K | 1.6% | 21 |
|
|
2018
Q3 | $4.86M | Buy |
18,278
+455
| +3% | +$121K | 1.28% | 24 |
|
|
2018
Q2 | $4.37M | Buy |
17,823
+3,038
| +21% | +$745K | 1.2% | 25 |
|
|
2018
Q1 | $3.16M | Buy |
14,785
+320
| +2% | +$68.5K | 0.88% | 35 |
|
|
2017
Q4 | $3.19M | Buy |
14,465
+1,195
| +9% | +$263K | 0.89% | 35 |
|
|
2017
Q3 | $2.6M | Buy |
13,270
+145
| +1% | +$28.4K | 0.77% | 46 |
|
|
2017
Q2 | $2.43M | Buy |
13,125
+820
| +7% | +$152K | 0.79% | 44 |
|
|
2017
Q1 | $2.02M | Buy |
+12,305
| New | +$2.02M | 0.69% | 53 |
|