NCM
Nelson Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,121
| Closed | -$4.78M | – | 104 |
|
|
2025
Q1 | $4.78M | Sell |
9,121
-111
| -1% | -$58.1K | 0.83% | 31 |
|
|
2024
Q4 | $4.67M | Sell |
9,232
-364
| -4% | -$184K | 0.77% | 29 |
|
|
2024
Q3 | $5.61M | Sell |
9,596
-253
| -3% | -$148K | 0.94% | 25 |
|
|
2024
Q2 | $5.02M | Sell |
9,849
-2,995
| -23% | -$1.53M | 0.89% | 28 |
|
|
2024
Q1 | $6.35M | Buy |
12,844
+387
| +3% | +$191K | 1.21% | 19 |
|
|
2023
Q4 | $6.56M | Sell |
12,457
-273
| -2% | -$144K | 1.47% | 19 |
|
|
2023
Q3 | $6.42M | Buy |
12,730
+47
| +0.4% | +$23.7K | 1.57% | 17 |
|
|
2023
Q2 | $6.1M | Sell |
12,683
-155
| -1% | -$74.5K | 1.57% | 17 |
|
|
2023
Q1 | $6.07M | Sell |
12,838
-33
| -0.3% | -$15.6K | 1.72% | 16 |
|
|
2022
Q4 | $6.82M | Buy |
12,871
+3,617
| +39% | +$1.92M | 2% | 15 |
|
|
2022
Q3 | $4.67M | Sell |
9,254
-66
| -0.7% | -$33.3K | 1.37% | 28 |
|
|
2022
Q2 | $4.79M | Buy |
+9,320
| New | +$4.79M | 1.32% | 33 |
|
|
2020
Q1 | – | Sell |
-36,603
| Closed | -$10.8M | – | 101 |
|
|
2019
Q4 | $10.8M | Sell |
36,603
-364
| -1% | -$107K | 2.26% | 10 |
|
|
2019
Q3 | $8.03M | Sell |
36,967
-110
| -0.3% | -$23.9K | 1.9% | 17 |
|
|
2019
Q2 | $9.05M | Sell |
37,077
-9
| -0% | -$2.2K | 2.14% | 13 |
|
|
2019
Q1 | $9.17M | Sell |
37,086
-675
| -2% | -$167K | 2.29% | 13 |
|
|
2018
Q4 | $9.41M | Sell |
37,761
-13,040
| -26% | -$3.25M | 2.62% | 10 |
|
|
2018
Q3 | $13.5M | Buy |
50,801
+1,626
| +3% | +$433K | 3.11% | 6 |
|
|
2018
Q2 | $12.1M | Buy |
49,175
+890
| +2% | +$218K | 3.1% | 5 |
|
|
2018
Q1 | $10.3M | Sell |
48,285
-256
| -0.5% | -$54.8K | 2.68% | 7 |
|
|
2017
Q4 | $10.7M | Sell |
48,541
-587
| -1% | -$129K | 3.34% | 3 |
|
|
2017
Q3 | $9.62M | Sell |
49,128
-240
| -0.5% | -$47K | 3.17% | 3 |
|
|
2017
Q2 | $9.15M | Sell |
49,368
-30
| -0.1% | -$5.56K | 3.1% | 3 |
|
|
2017
Q1 | $8.1M | Buy |
49,398
+270
| +0.5% | +$44.3K | 2.73% | 4 |
|
|
2016
Q4 | $7.86M | Sell |
49,128
-1,446
| -3% | -$231K | 2.75% | 6 |
|
|
2016
Q3 | $7.08M | Buy |
50,574
+902
| +2% | +$126K | 2.51% | 8 |
|
|
2016
Q2 | $7.01M | Sell |
49,672
-538
| -1% | -$76K | 2.64% | 8 |
|
|
2016
Q1 | $6.47M | Sell |
50,210
-260
| -0.5% | -$33.5K | 2.44% | 14 |
|
|
2015
Q4 | $5.94M | Buy |
50,470
+690
| +1% | +$81.2K | 2.28% | 17 |
|
|
2015
Q3 | $5.78M | Buy |
49,780
+1,893
| +4% | +$220K | 2.21% | 19 |
|
|
2015
Q2 | $5.84M | Buy |
47,887
+1,427
| +3% | +$174K | 2.11% | 18 |
|
|
2015
Q1 | $5.5M | Buy |
+46,460
| New | +$5.5M | 1.98% | 22 |
|