NewSquare Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.3K | Buy |
283
+24
| +9% | +$7.49K | 0.01% | 223 |
|
|
2025
Q1 | $136K | Buy |
259
+209
| +418% | +$109K | 0.01% | 184 |
|
|
2024
Q4 | $25.3K | Buy |
+50
| New | +$25.3K | ﹤0.01% | 218 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | -$1.48K | – | 473 |
|
|
2024
Q1 | $1.48K | Hold |
3
| – | – | ﹤0.01% | 353 |
|
|
2023
Q4 | $1.58K | Sell |
3
-63
| -95% | -$33.2K | ﹤0.01% | 393 |
|
|
2023
Q3 | $33.3K | Buy |
66
+51
| +340% | +$25.7K | ﹤0.01% | 209 |
|
|
2023
Q2 | $7.21K | Sell |
15
-29
| -66% | -$13.9K | ﹤0.01% | 374 |
|
|
2023
Q1 | $20.8K | Buy |
44
+16
| +57% | +$7.56K | ﹤0.01% | 266 |
|
|
2022
Q4 | $14.8K | Buy |
28
+10
| +56% | +$5.3K | ﹤0.01% | 251 |
|
|
2022
Q3 | $9K | Hold |
18
| – | – | ﹤0.01% | 265 |
|
|
2022
Q2 | $9K | Hold |
18
| – | – | ﹤0.01% | 253 |
|
|
2022
Q1 | $9K | Sell |
18
-261
| -94% | -$131K | ﹤0.01% | 265 |
|
|
2021
Q4 | $140K | Hold |
279
| – | – | 0.01% | 172 |
|
|
2021
Q3 | $109K | Hold |
279
| – | – | 0.01% | 180 |
|
|
2021
Q2 | $112K | Buy |
279
+151
| +118% | +$60.6K | 0.01% | 168 |
|
|
2021
Q1 | $48K | Hold |
128
| – | – | 0.01% | 177 |
|
|
2020
Q4 | $45K | Buy |
128
+53
| +71% | +$18.6K | 0.01% | 179 |
|
|
2020
Q3 | $23K | Sell |
75
-21
| -22% | -$6.44K | ﹤0.01% | 196 |
|
|
2020
Q2 | $28K | Sell |
96
-267
| -74% | -$77.9K | ﹤0.01% | 186 |
|
|
2020
Q1 | $91K | Buy |
363
+55
| +18% | +$13.8K | 0.02% | 152 |
|
|
2019
Q4 | $91K | Buy |
308
+280
| +1,000% | +$82.7K | 0.02% | 145 |
|
|
2019
Q3 | $6K | Sell |
28
-283
| -91% | -$60.6K | ﹤0.01% | 214 |
|
|
2019
Q2 | $76K | Hold |
311
| – | – | 0.01% | 150 |
|
|
2019
Q1 | $77K | Sell |
311
-22
| -7% | -$5.45K | 0.01% | 143 |
|
|
2018
Q4 | $83K | Buy |
333
+45
| +16% | +$11.2K | 0.02% | 130 |
|
|
2018
Q3 | $77K | Buy |
288
+5
| +2% | +$1.34K | 0.01% | 148 |
|
|
2018
Q2 | $72K | Sell |
283
-43
| -13% | -$10.9K | 0.01% | 153 |
|
|
2018
Q1 | $70K | Sell |
326
-106
| -25% | -$22.8K | 0.02% | 134 |
|
|
2017
Q4 | $95K | Sell |
432
-29
| -6% | -$6.38K | 0.02% | 118 |
|
|
2017
Q3 | $90K | Hold |
461
| – | – | 0.02% | 118 |
|
|
2017
Q2 | $86K | Hold |
461
| – | – | 0.02% | 112 |
|
|
2017
Q1 | $76K | Buy |
461
+106
| +30% | +$17.5K | 0.02% | 122 |
|
|
2016
Q4 | $57K | Sell |
355
-525
| -60% | -$84.3K | 0.01% | 145 |
|
|
2016
Q3 | $123K | Buy |
880
+40
| +5% | +$5.59K | 0.03% | 133 |
|
|
2016
Q2 | $119K | Sell |
840
-84
| -9% | -$11.9K | 0.03% | 134 |
|
|
2016
Q1 | $119K | Buy |
924
+456
| +97% | +$58.7K | 0.03% | 136 |
|
|
2015
Q4 | $55K | Buy |
468
+32
| +7% | +$3.76K | 0.02% | 145 |
|
|
2015
Q3 | $51K | Hold |
436
| – | – | 0.02% | 141 |
|
|
2015
Q2 | $53K | Buy |
436
+115
| +36% | +$14K | 0.02% | 150 |
|
|
2015
Q1 | $38K | Hold |
321
| – | – | 0.01% | 166 |
|
|
2014
Q4 | $32K | Hold |
321
| – | – | 0.01% | 177 |
|
|
2014
Q3 | $28K | Hold |
321
| – | – | 0.01% | 191 |
|
|
2014
Q2 | $26K | Buy |
321
+81
| +34% | +$6.56K | 0.01% | 178 |
|
|
2014
Q1 | $20K | Sell |
240
-29
| -11% | -$2.42K | 0.01% | 179 |
|
|
2013
Q4 | $20K | Hold |
269
| – | – | 0.01% | 165 |
|
|
2013
Q3 | $19K | Buy |
269
+240
| +828% | +$17K | 0.01% | 152 |
|
|
2013
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 179 |
|