Nicholas Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1M | Sell |
112,627
-32,539
| -22% | -$10.2M | 0.59% | 57 |
|
|
2025
Q1 | $76M | Buy |
145,166
+2,525
| +2% | +$1.32M | 1.32% | 16 |
|
|
2024
Q4 | $72.2M | Buy |
142,641
+3,031
| +2% | +$1.53M | 1.17% | 23 |
|
|
2024
Q3 | $81.6M | Hold |
139,610
| – | – | 1.33% | 15 |
|
|
2024
Q2 | $71.1M | Buy |
139,610
+21,340
| +18% | +$10.9M | 1.18% | 24 |
|
|
2024
Q1 | $58.5M | Hold |
118,270
| – | – | 0.97% | 39 |
|
|
2023
Q4 | $62.3M | Hold |
118,270
| – | – | 1.1% | 33 |
|
|
2023
Q3 | $59.6M | Hold |
118,270
| – | – | 1.19% | 20 |
|
|
2023
Q2 | $56.8M | Buy |
118,270
+7,000
| +6% | +$3.36M | 1.09% | 28 |
|
|
2023
Q1 | $52.6M | Hold |
111,270
| – | – | 1.07% | 27 |
|
|
2022
Q4 | $59M | Sell |
111,270
-25
| -0% | -$13.3K | 1.26% | 15 |
|
|
2022
Q3 | $56.2M | Hold |
111,295
| – | – | 1.29% | 16 |
|
|
2022
Q2 | $57.2M | Sell |
111,295
-29,405
| -21% | -$15.1M | 1.25% | 17 |
|
|
2022
Q1 | $71.8M | Hold |
140,700
| – | – | 1.28% | 15 |
|
|
2021
Q4 | $70.7M | Sell |
140,700
-10
| -0% | -$5.02K | 1.15% | 22 |
|
|
2021
Q3 | $55M | Buy |
140,710
+25
| +0% | +$9.77K | 0.97% | 34 |
|
|
2021
Q2 | $56.3M | Hold |
140,685
| – | – | 0.99% | 34 |
|
|
2021
Q1 | $52.3M | Sell |
140,685
-600
| -0.4% | -$223K | 0.98% | 32 |
|
|
2020
Q4 | $49.5M | Sell |
141,285
-200
| -0.1% | -$70.1K | 0.94% | 36 |
|
|
2020
Q3 | $44.1M | Sell |
141,485
-45
| -0% | -$14K | 0.93% | 33 |
|
|
2020
Q2 | $41.7M | Buy |
141,530
+25
| +0% | +$7.37K | 0.96% | 30 |
|
|
2020
Q1 | $35.3M | Sell |
141,505
-75
| -0.1% | -$18.7K | 1% | 31 |
|
|
2019
Q4 | $41.6M | Buy |
141,580
+5,050
| +4% | +$1.48M | 0.88% | 39 |
|
|
2019
Q3 | $29.7M | Buy |
+136,530
| New | +$29.7M | 0.67% | 51 |
|
|
2013
Q3 | – | Sell |
-125
| Closed | -$8K | – | 288 |
|
|
2013
Q2 | $8K | Buy |
+125
| New | +$8K | ﹤0.01% | 277 |
|