Nicolet Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Sell |
4,088
-1,146
| -22% | -$272K | 0.08% | 126 |
|
|
2025
Q1 | $3.11M | Sell |
5,234
-1,116
| -18% | -$663K | 0.31% | 49 |
|
|
2024
Q4 | $3.31M | Sell |
6,350
-55
| -0.9% | -$28.6K | 0.3% | 48 |
|
|
2024
Q3 | $3.8M | Buy |
6,405
+790
| +14% | +$468K | 0.36% | 43 |
|
|
2024
Q2 | $2.81M | Sell |
5,615
-321
| -5% | -$161K | 0.27% | 51 |
|
|
2024
Q1 | $2.73M | Sell |
5,936
-71
| -1% | -$32.6K | 0.28% | 48 |
|
|
2023
Q4 | $3.23M | Buy |
6,007
+187
| +3% | +$100K | 0.35% | 46 |
|
|
2023
Q3 | $2.97M | Buy |
5,820
+229
| +4% | +$117K | 0.33% | 49 |
|
|
2023
Q2 | $2.62M | Buy |
5,591
+456
| +9% | +$214K | 0.29% | 49 |
|
|
2023
Q1 | $2.63M | Buy |
5,135
+2,533
| +97% | +$1.3M | 0.3% | 47 |
|
|
2022
Q4 | $1.28M | Buy |
2,602
+2,040
| +363% | +$1.01M | 0.17% | 65 |
|
|
2022
Q3 | $280K | Buy |
562
+21
| +4% | +$10.5K | 0.05% | 144 |
|
|
2022
Q2 | $279K | Buy |
541
+55
| +11% | +$28.4K | 0.04% | 140 |
|
|
2022
Q1 | $266K | Buy |
486
+42
| +9% | +$23K | 0.03% | 160 |
|
|
2021
Q4 | $223K | Buy |
+444
| New | +$223K | 0.03% | 179 |
|
|
2020
Q3 | – | Sell |
-967
| Closed | -$285K | – | 204 |
|
|
2020
Q2 | $285K | Sell |
967
-200
| -17% | -$58.9K | 0.04% | 157 |
|
|
2020
Q1 | $291K | Buy |
+1,167
| New | +$291K | 0.05% | 145 |
|