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NewEdge Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.9M | Sell |
115,115
-8,092
| -7% | -$2.52M | 0.19% | 111 |
|
|
2025
Q1 | $64.5M | Sell |
123,207
-1,120
| -0.9% | -$587K | 0.38% | 51 |
|
|
2024
Q4 | $62.9M | Buy |
124,327
+3,729
| +3% | +$1.89M | 0.38% | 50 |
|
|
2024
Q3 | $70.5M | Sell |
120,598
-2,528
| -2% | -$1.48M | 0.46% | 38 |
|
|
2024
Q2 | $62.7M | Buy |
123,126
+13,924
| +13% | +$7.09M | 0.46% | 38 |
|
|
2024
Q1 | $54M | Sell |
109,202
-4,642
| -4% | -$2.3M | 0.47% | 37 |
|
|
2023
Q4 | $59.5M | Buy |
113,844
+13,287
| +13% | +$6.94M | 0.56% | 26 |
|
|
2023
Q3 | $50.7M | Buy |
100,557
+193
| +0.2% | +$97.3K | 0.56% | 30 |
|
|
2023
Q2 | $48.2M | Sell |
100,364
-2,345
| -2% | -$1.13M | 0.55% | 26 |
|
|
2023
Q1 | $48.8M | Sell |
102,709
-55,351
| -35% | -$26.3M | 0.61% | 23 |
|
|
2022
Q4 | $32.6M | Buy |
158,060
+13,057
| +9% | +$2.69M | 0.88% | 14 |
|
|
2022
Q3 | $73.2M | Buy |
145,003
+4,367
| +3% | +$2.21M | 1.2% | 7 |
|
|
2022
Q2 | $72.2M | Buy |
140,636
+14,856
| +12% | +$7.63M | 1.2% | 7 |
|
|
2022
Q1 | $64.1M | Buy |
125,780
+11,880
| +10% | +$6.06M | 1.03% | 7 |
|
|
2021
Q4 | $57.2M | Buy |
113,900
+76,875
| +208% | +$38.6M | 0.86% | 15 |
|
|
2021
Q3 | $14.5M | Buy |
37,025
+5,785
| +19% | +$2.26M | 0.36% | 67 |
|
|
2021
Q2 | $12.5M | Buy |
31,240
+2,397
| +8% | +$960K | 0.33% | 71 |
|
|
2021
Q1 | $10.7M | Buy |
28,843
+729
| +3% | +$271K | 0.32% | 75 |
|
|
2020
Q4 | $9.86M | Sell |
28,114
-5,473
| -16% | -$1.92M | 0.32% | 76 |
|
|
2020
Q3 | $10.5M | Buy |
33,587
+1,991
| +6% | +$621K | 0.36% | 75 |
|
|
2020
Q2 | $9.32M | Buy |
31,596
+9,038
| +40% | +$2.67M | 0.36% | 71 |
|
|
2020
Q1 | $5.63M | Buy |
22,558
+2,700
| +14% | +$673K | 0.27% | 93 |
|
|
2019
Q4 | $5.84M | Buy |
19,858
+1,717
| +9% | +$505K | 0.23% | 107 |
|
|
2019
Q3 | $4.03M | Buy |
18,141
+3,505
| +24% | +$779K | 0.18% | 128 |
|
|
2019
Q2 | $3.57M | Sell |
14,636
-4,016
| -22% | -$980K | 0.22% | 117 |
|
|
2019
Q1 | $4.61M | Buy |
18,652
+3,264
| +21% | +$807K | 0.3% | 87 |
|
|
2018
Q4 | $3.83K | Buy |
15,388
+1,125
| +8% | +$280 | 0.25% | 96 |
|
|
2018
Q3 | $3.79M | Buy |
14,263
+4,394
| +45% | +$1.17M | 0.29% | 88 |
|
|
2018
Q2 | $2.44K | Sell |
9,869
-317
| -3% | -$78 | 0.22% | 106 |
|
|
2018
Q1 | $2.21M | Buy |
10,186
+889
| +10% | +$193K | 0.25% | 95 |
|
|
2017
Q4 | $2.09M | Buy |
9,297
+1,571
| +20% | +$353K | 0.28% | 80 |
|
|
2017
Q3 | $1.52M | Buy |
7,726
+903
| +13% | +$177K | 0.24% | 105 |
|
|
2017
Q2 | $1.28M | Buy |
6,823
+2,199
| +48% | +$411K | 0.22% | 104 |
|
|
2017
Q1 | $763K | Buy |
4,624
+601
| +15% | +$99.2K | 0.17% | 127 |
|
|
2016
Q4 | $648K | Buy |
+4,023
| New | +$648K | 0.18% | 122 |
|