New England Research & 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 | $2.53M | Buy |
+8,120
| New | +$2.53M | 1.2% | 23 |
|
|
2024
Q4 | – | Sell |
-723
| Closed | -$423K | – | 180 |
|
|
2024
Q3 | $423K | Sell |
723
-5,037
| -87% | -$2.95M | 0.2% | 122 |
|
|
2024
Q2 | $2.93M | Sell |
5,760
-170
| -3% | -$86.6K | 1.41% | 12 |
|
|
2024
Q1 | $2.93M | Buy |
5,930
+4,880
| +465% | +$2.41M | 1.44% | 13 |
|
|
2023
Q4 | $553K | Sell |
1,050
-3,410
| -76% | -$1.8M | 0.29% | 102 |
|
|
2023
Q3 | $2.25M | Buy |
4,460
+1,820
| +69% | +$918K | 1.28% | 20 |
|
|
2023
Q2 | $1.27M | Buy |
2,640
+110
| +4% | +$52.9K | 0.74% | 57 |
|
|
2023
Q1 | $1.2M | Buy |
2,530
+1,655
| +189% | +$782K | 0.7% | 56 |
|
|
2022
Q4 | $464K | Buy |
+875
| New | +$464K | 0.27% | 112 |
|
|
2021
Q2 | – | Sell |
-1,965
| Closed | -$731K | – | 191 |
|
|
2021
Q1 | $731K | Buy |
+1,965
| New | +$731K | 0.4% | 81 |
|
|
2020
Q1 | – | Sell |
-1,300
| Closed | -$382K | – | 168 |
|
|
2019
Q4 | $382K | Sell |
1,300
-2,000
| -61% | -$588K | 0.26% | 115 |
|
|
2019
Q3 | $717K | Sell |
3,300
-525
| -14% | -$114K | 0.52% | 69 |
|
|
2019
Q2 | $933K | Buy |
+3,825
| New | +$933K | 0.63% | 52 |
|