Motley Fool 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
Q1 | – | Sell |
-42,546
| Closed | -$21.5M | – | 239 |
|
|
2024
Q4 | $21.5M | Buy |
42,546
+940
| +2% | +$476K | 1.12% | 20 |
|
|
2024
Q3 | $24.3M | Buy |
41,606
+1,449
| +4% | +$845K | 1.43% | 16 |
|
|
2024
Q2 | $19.9M | Buy |
40,157
+8,937
| +29% | +$4.42M | 1.32% | 18 |
|
|
2024
Q1 | $15.4M | Buy |
31,220
+3,533
| +13% | +$1.75M | 1% | 26 |
|
|
2023
Q4 | $14.6M | Buy |
27,687
+1,373
| +5% | +$723K | 1.09% | 24 |
|
|
2023
Q3 | $13.3M | Buy |
26,314
+2,435
| +10% | +$1.23M | 1.07% | 25 |
|
|
2023
Q2 | $11.5M | Buy |
23,879
+1,748
| +8% | +$840K | 1.02% | 28 |
|
|
2023
Q1 | $10.5M | Sell |
22,131
-355
| -2% | -$168K | 1.16% | 28 |
|
|
2022
Q4 | $11.9M | Sell |
22,486
-1,196
| -5% | -$634K | 1.34% | 20 |
|
|
2022
Q3 | $12M | Sell |
23,682
-171
| -0.7% | -$86.4K | 1.18% | 24 |
|
|
2022
Q2 | $12.1M | Sell |
23,853
-983
| -4% | -$497K | 1.13% | 25 |
|
|
2022
Q1 | $12.7M | Buy |
24,836
+429
| +2% | +$219K | 0.93% | 34 |
|
|
2021
Q4 | $12.3M | Buy |
24,407
+98
| +0.4% | +$49.2K | 0.78% | 38 |
|
|
2021
Q3 | $9.5M | Buy |
24,309
+805
| +3% | +$315K | 0.62% | 47 |
|
|
2021
Q2 | $9.41M | Buy |
23,504
+3,202
| +16% | +$1.28M | 0.62% | 52 |
|
|
2021
Q1 | $7.55M | Sell |
20,302
-1,035
| -5% | -$385K | 0.54% | 57 |
|
|
2020
Q4 | $7.48M | Buy |
21,337
+1,082
| +5% | +$379K | 0.56% | 54 |
|
|
2020
Q3 | $6.34M | Buy |
20,255
+2,699
| +15% | +$845K | 0.56% | 52 |
|
|
2020
Q2 | $5.18M | Buy |
17,556
+818
| +5% | +$241K | 0.52% | 50 |
|
|
2020
Q1 | $4.17M | Buy |
16,738
+287
| +2% | +$71.6K | 0.54% | 48 |
|
|
2019
Q4 | $4.84M | Sell |
16,451
-2,411
| -13% | -$709K | 0.52% | 53 |
|
|
2019
Q3 | $4.1M | Buy |
18,862
+2,150
| +13% | +$467K | 0.48% | 55 |
|
|
2019
Q2 | $4.08M | Buy |
16,712
+1,468
| +10% | +$358K | 0.45% | 57 |
|
|
2019
Q1 | $3.77M | Buy |
15,244
+2,418
| +19% | +$598K | 0.44% | 63 |
|
|
2018
Q4 | $3.2M | Buy |
12,826
+423
| +3% | +$105K | 0.45% | 62 |
|
|
2018
Q3 | $3.3M | Buy |
12,403
+2,089
| +20% | +$556K | 0.4% | 66 |
|
|
2018
Q2 | $2.53M | Buy |
10,314
+1,282
| +14% | +$314K | 0.34% | 67 |
|
|
2018
Q1 | $1.93M | Buy |
+9,032
| New | +$1.93M | 0.27% | 68 |
|