Mutual 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 | $5.96M | Buy |
21,220
+4,488
| +27% | +$1.26M | 0.15% | 150 |
|
|
2025
Q1 | $7M | Sell |
16,732
-1,733
| -9% | -$725K | 0.2% | 98 |
|
|
2024
Q4 | $9.43M | Sell |
18,465
-2,370
| -11% | -$1.21M | 0.27% | 64 |
|
|
2024
Q3 | $11.7M | Buy |
20,835
+1,346
| +7% | +$755K | 0.34% | 51 |
|
|
2024
Q2 | $11M | Sell |
19,489
-187
| -1% | -$106K | 0.33% | 53 |
|
|
2024
Q1 | $9.73M | Buy |
19,676
+328
| +2% | +$162K | 0.31% | 57 |
|
|
2023
Q4 | $10.2M | Buy |
19,348
+1,046
| +6% | +$551K | 0.35% | 46 |
|
|
2023
Q3 | $9.23M | Buy |
18,302
+1,461
| +9% | +$737K | 0.36% | 44 |
|
|
2023
Q2 | $8.09M | Buy |
16,841
+1,045
| +7% | +$502K | 0.31% | 63 |
|
|
2023
Q1 | $7.46M | Buy |
15,796
+854
| +6% | +$404K | 0.31% | 66 |
|
|
2022
Q4 | $7.92M | Buy |
14,942
+876
| +6% | +$464K | 0.35% | 51 |
|
|
2022
Q3 | $7.1M | Buy |
14,066
+1,762
| +14% | +$890K | 0.37% | 54 |
|
|
2022
Q2 | $6.32M | Buy |
12,304
+927
| +8% | +$476K | 0.42% | 46 |
|
|
2022
Q1 | $5.8M | Sell |
11,377
-370
| -3% | -$189K | 0.32% | 67 |
|
|
2021
Q4 | $5.9M | Buy |
11,747
+283
| +2% | +$142K | 0.31% | 67 |
|
|
2021
Q3 | $4.48M | Buy |
11,464
+575
| +5% | +$225K | 0.27% | 88 |
|
|
2021
Q2 | $4.36M | Buy |
10,889
+812
| +8% | +$325K | 0.26% | 92 |
|
|
2021
Q1 | $3.75M | Buy |
10,077
+203
| +2% | +$75.5K | 0.26% | 90 |
|
|
2020
Q4 | $3.46M | Buy |
9,874
+722
| +8% | +$253K | 0.26% | 84 |
|
|
2020
Q3 | $2.85M | Buy |
9,152
+469
| +5% | +$146K | 0.25% | 89 |
|
|
2020
Q2 | $2.56M | Buy |
8,683
+1,968
| +29% | +$580K | 0.25% | 92 |
|
|
2020
Q1 | $1.68M | Sell |
6,715
-1,227
| -15% | -$306K | 0.23% | 113 |
|
|
2019
Q4 | $2.34M | Buy |
7,942
+554
| +7% | +$163K | 0.25% | 100 |
|
|
2019
Q3 | $1.61M | Buy |
7,388
+124
| +2% | +$27K | 0.21% | 118 |
|
|
2019
Q2 | $1.77M | Buy |
7,264
+217
| +3% | +$53K | 0.23% | 102 |
|
|
2019
Q1 | $1.74M | Buy |
7,047
+322
| +5% | +$79.6K | 0.26% | 91 |
|
|
2018
Q4 | $1.68M | Buy |
6,725
+125
| +2% | +$31.1K | 0.33% | 70 |
|
|
2018
Q3 | $1.76M | Buy |
6,600
+148
| +2% | +$39.4K | 0.27% | 86 |
|
|
2018
Q2 | $1.58M | Buy |
6,452
+1,659
| +35% | +$407K | 0.36% | 74 |
|
|
2018
Q1 | $1.03M | Buy |
4,793
+319
| +7% | +$68.3K | 0.26% | 128 |
|
|
2017
Q4 | $986K | Buy |
+4,474
| New | +$986K | 0.37% | 83 |
|